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How do I provide contact information in onboarding?

How do I provide contact information in onboarding?

Cam Kolick
Written by Cam KolickLast update 17 days ago

1. Click on Contact Information

2. Provide primary onboarding contact information

Provide the name, email, and phone number of the primary contact for onboarding the software.

3. Provide technology department contact information

Provide the name, email, and phone number of the tech contact that will be in charge of setting up the SIS integration and single sign on options.

4. Provide billing contact information

Provide the name, email, and phone number of the billing contact we should use to send invoices to.

5. Click on Save

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