Support

Onboarding Support

A smooth start means people know how to access the system, complete their first task and ask for help.

Illustrative photograph for onboarding support
Illustrative photograph

Collect the details that help the next step

Tell us the user roles, access owner and planned start date. Onboarding can then be organised around a small set of practical checks rather than a long feature tour.

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Useful details

  • Named access owner and user roles.
  • One practice task for each role.
  • Safe sample records.
  • Help route and completion check.
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