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SI PORTAL ONBOARDING GUIDES Portal 3.0 support portal. Introduction This document was modelled after a discovery done by an MAP to onboard a new customer. All aspects of the infrastructure was documented
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01
To fill out the SI Portal onboarding guide, follow these steps:
02
Login to the SI Portal using your credentials.
03
Once logged in, navigate to the onboarding section of the portal.
04
Click on the 'New Onboarding' button to start a new onboarding process.
05
Fill out the required information in the provided fields, such as the client's name, project details, start date, etc.
06
Upload any necessary documents or files related to the onboarding process.
07
Review the information filled in and ensure its accuracy.
08
Click on the 'Submit' button to complete the onboarding guide.
09
You will receive a confirmation message once the onboarding guide is successfully submitted.

Who needs si portal onboarding guide?

01
The SI Portal onboarding guide is needed by new clients or projects that are being onboarded into the system. It provides a structured process for gathering information and completing the necessary steps to start a new project or engagement.
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SI portal onboarding guide is a step-by-step guide provided to users to help them navigate through the process of setting up an account on the SI portal.
All users who need to access the SI portal are required to file the onboarding guide.
Users can fill out the SI portal onboarding guide by following the instructions provided in the guide, which typically involves providing account information and setting up security measures.
The purpose of the SI portal onboarding guide is to ensure that users are able to access the portal securely and efficiently.
Users may be required to report personal and account information, as well as set up security measures such as passwords and security questions.
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