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Table of Contents

What is Organization Onboarding?

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Organization Onboarding occurs immediately after the Initial System Administrator User Onboarding.  There are 2 ways to complete the Organization Onboarding:

Ways to access and complete Organization Onboarding

 
Click 'Continue to Organization Onboarding' from User Onboarding
  • Is only present during the initial System Administrator User Onboarding and when the Organization Onboarding has not been completed
Click 'Continue Onboarding' from Home Page
  • Is only present on the System Administrator Home Page if the Organization Onboarding has not been completed

 

Click Continue to Organization Onboarding.

Initial System Administrator onboarding process page

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Click Continue Onboarding.

Home Page

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What are the activities for Organization Onboarding?

Smart Onboarding terms and conditions may change; regardless, the initial System Administrator must agree to the terms and follow the process to completion.  Currently there are 2 activities, but there may be more in the future.

ActivitiesBehavior
Electronic Disclosure
  • The initial System Administrator must accept the terms of use on behalf of their organization
Complete Onboarding
  • Final page of Onboarding
  • You must log out and log back in to use the system
  • Activation can take several minutes to complete.

 

 

Organization Onboarding Screen

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Once the electronic acknowledgement has been completed, the system presents the Next Steps page.  Read the information, then click Continue.

Next Steps

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Organization Onboarding has been completed.

Click I Acknowledge.

Organization Onboarding Completed

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To continue, the System Administrator must log out and then log back into the system.

Organization Onboarding

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What happens if you log in after completing Organization Onboarding but prior to the organization becoming active?

Activation of your organization takes several minutes to complete.  If you log in during this time your homepage presents the message below.  Please be patient.  An email is sent to you when your organization has been activated.  If you like, you can stay on your login page and click the Home icon after several minutes.

Message

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