1. Home
  2. Docs
  3. General
  4. User onboarding guide
  5. Introduction

Introduction

Trustifi allows you to onboard your users in a variety of different ways, each with its own advantages.

When considering which onboarding method to choose, you should consider the following factors:

  1. How many users will be onboarded (consider both the initial POC phase and the eventual number of users)
  2. Whether your plan will be connected to the Email Relay or just using the add-in for Outlook/Gmail
  3. How much control you would like to have over the process (as the plan admin)

 

This document will cover all available onboarding methods so that you can decide which method is best suited for your organization.

For each method, the following will be covered: requirements and prerequisites, an explanation of how the onboarding process will work, pros & cons, and an analysis of which type of plan/admin can benefit from the specific method.

Was this article helpful to you? Yes 1 No

How can we help?