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Implementing Smart Onboarding consists of a number of steps which must be done before you can begin to use the system.  This section lists the steps that can be done.  Details of how to do these steps are provided in the Smart Onboarding Users section and the Video Library section.  While some of these steps are mandatory at implementation time, all of these things can also be changed later, as your needs change and you get more familiar with the system and how it works.

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Organization Activation
OrderRequired?TaskResponsible RoleBrief Description
1YesOrganization Creation

Service Provider (SmartERP)

  • A new organization is created in the system
  • The organization's designated representative is sent an email for their onboarding and their organization onboarding
2YesInitial System Administrator Self Registration

System Administrator

  • The initial System Administrator sets their login credentials
3YesSystem Administrator User Onboarding

System Administrator

  • The System Administrator must agree to their terms of use
4YesOrganization Organization Onboarding

System Administrator

  • The System Administrator must agree to the organization terms of use





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Create Process Revision

Order

Required

Task

Responsible Role(s)

Brief Description

9

No

Use a Attribute Revision to apply changes to Notification Templates

System Administrator


  • Apply Content changes for Notifications





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