TLDR; We are excited to announce the latest updates to our platform, featuring three new powerful additions designed to enhance your experience and productivity.
🆕 New Users Onboarding
We are excited to introduce the New Users Onboarding feature, designed to streamline the onboarding process for company admins. This feature allows admins to set up training content and policies that new users will receive as soon as they are added to the users' list. This ensures that new users are well-informed and ready to start using the platform effectively from day one.
You can find this feature by navigating to the company left sidebar and accessing the Users > Onboarding section. Onboarding_SettingsKey Benefits:
Simplifies the onboarding process.
Ensures consistency in training and policy communication.
Enhances new user readiness and productivity.
Learn more about this new feature in our Knowledge Base.
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🌐 Global Search
Introducing the Global Search feature, designed to enhance productivity by providing a centralized search capability. MSP admins can now quickly and efficiently search across all assets, including companies and groups managed by them, from a single search bar. global_search.gif1.3 MB Key Benefits:
Saves time by eliminating the need to navigate through various sections manually.
Improves efficiency by enabling quick access to the exact company, group, or asset needed.
User-friendly and seamlessly integrated into the MSP portal interface.
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✅ Customer Onboarding
We have also added the Customer Onboarding feature, which allows admins to confirm the steps completed when new companies are added to the app. This feature ensures that all necessary onboarding steps are tracked and completed, providing a smoother transition for new customers.
This new addition will allow both admins and Symbol to track and confirm the completion of onboarding steps such as:
Kickoff Meetings
IPs Whitelisting
Account Setup
Integrations
And others...
Note: This feature will apply to new companies added after this release.
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We hope these new features will significantly enhance your experience and productivity on our platform. For any questions or feedback, please reach out to our support team.