We highly recommend sitting with your clients for their initial log-in. This ten-minute investment will ensure they understand:
- Why you are asking them to do things differently.
- Why AuditDashboard is better than email and other portals.
- How easy it is to use.
At a minimum we recommend you:
- Show them how to register/log in.
- Show them how to bookmark the site (for future reference).
- Show them how to navigate requests.
- Show them how to upload their first document.
Additionally, this help center can be a useful resource for both professional firm users and clients. Encourage clients to review the lessons and help articles available here https://auditdashboard.zendesk.com/hc.
If you require help with the onboarding process or have any questions regarding this article, please email firstname.lastname@example.org