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Onboarding

When you first start working with your IT provider, they may set up an onboarding process for you. This is a step-by-step checklist that guides you through the initial setup of your IT services.

Onboarding Page

How Onboarding Works​

Onboarding is a guided process with several steps. Your IT provider designs the steps based on what they need from you to get started. Common onboarding steps include:

Welcome Step​

An introduction message explaining what to expect during the onboarding process.

Agreement Step​

Review and sign a service agreement before proceeding.

Information Form​

Fill in details your IT provider needs, such as:

  • Company information
  • Contact details
  • Technical requirements
  • Preferences

Checklist Step​

Complete a checklist of tasks, such as:

  • Confirm you've received login credentials
  • Verify you can access email
  • Test your VPN connection

Document Review​

Read and acknowledge important documentation.

Completion Step​

A confirmation that onboarding is complete, with next steps.

Completing Onboarding​

  1. You'll see an onboarding banner on your Dashboard if you have pending steps
  2. Click Start (first time) or Continue (if you've already begun)
  3. Work through each step:
    • Read any information presented
    • Fill in required fields
    • Check off completed items
    • Sign any agreements
  4. Click Next to advance to the following step
  5. When you complete all steps, your onboarding is marked as finished

If You See "No Onboarding in Progress"​

This means either:

  • Your IT provider hasn't set up an onboarding process for you
  • You've already completed onboarding

You can click Back to Dashboard to return to the main page.

Tips​

  • Complete onboarding as soon as possible — Your IT provider may be waiting for you to finish before they can set up additional services
  • Be thorough — Fill in all requested information accurately
  • Don't rush through agreements — Read them carefully before signing
  • Ask questions — If a step is confusing, submit a ticket or contact your IT provider