Confident rollouts from day one, for you and your clients

Overview

Partner Training & Self-Learning

Use this section to:

• Understand how to use the platform from end to end
• Prepare and deliver training for both partners and clients
• Build the confidence to run onboarding independently, or co-deliver with our team

Start Here

Sign up and create a team:

• Sign up for your demo account — click TEAM/ORG after signing up
• Watch the onboarding walkthrough

How-To Videos (watch in this order)

These videos build on each other. Watch them in sequence for the fastest ramp-up.

1. Set up your profile
2. Create a skills taxonomy
3. Define roles and competencies