When you're setting up your ProPortal account for the first time, the built-in Onboarding Panel walks you through six steps to get your team up and running quickly.
How do I access the onboarding steps?
Log in to your ProPortal account and click the Onboarding panel in the top-right area of the ProPortal Dashboard.
What are the six onboarding steps?
- Create a Team
- Invite a User
- Build a Learning Module
- Enable Learning Reminders
- Allocate an Assignment
- Establish a Custom Report
Note: These steps are a suggested order, not a strict sequence. You can complete them in any order that works for your setup. If you need to skip a step and come back to it later, check the skip box for that step.
How do I track my onboarding progress?
Completed steps will be checked off in the onboarding list. You can always check your overall progress at the top of the Dashboard to see what's left to complete.
Who do I contact if I need help with onboarding?
- Reach out to your Customer Success Manager directly.
- Email: success@acilearning.com