Explore
  • Explore NotifyMe
  • Customization through Business Process Analysis
  • Getting started
    • Quickstart Guide
      • 1. Onboard users and guests
      • 2. Set up your projects and packages
      • 3. Plan your inspections and NOIs
      • 4. Follow up on action items
  • WHY NOTIFYME
    • Software benefits
    • Increase business process digitalization
    • Increase supply chain collaboration
  • KEY FEATURES
    • Collaborative workflows
    • Central data repository
    • Automated scheduling
    • Seamless communication
    • Dashboard, reporting and analytics
    • Data integration
  • ACADEMY PREVIEW
    • Academy videos preview
  • ADOPTING NOTIFYME
    • Set your goal
    • Plan the software adoption
    • Select your key users
    • Carry out a staged roll-out
    • Business use case (NOI management)
  • Pricing
    • Pricing plans
    • NotifyMe Professional Services
  • DATA SECURITY
    • NotifyMe Statement on Security
  • Release Notes
    • NotifyMe Release Notes
  • Restricted access
    • Password protected content
Powered by GitBook
On this page
  • User roles
  • Guest roles
  • Business accounts

Was this helpful?

  1. Getting started
  2. Quickstart Guide

1. Onboard users and guests

PreviousQuickstart GuideNext2. Set up your projects and packages

Last updated 4 years ago

Was this helpful?

Onboarding is the process in which team members are involved in the software adoption project and get acquainted with all the features of the software, the necessary knowledge, skills, and behaviours required for their role.

What you'll need to do in the first place is to invite the people who already work with you on real projects, contracts or purchase orders, to collaborate online on NotifyMe:

  • Set up your network of companies (either your business units or your business partners, such as customers, vendors or inspection bodies).

  • Onboard users (people from your business units) and guests (people from your business partners) to collaborate on NotifyMe.

These people may either be internal to your organization - if they belong to your own business unit or to other business units in your organization - or be external and belong to any of your business partners, including your customers, suppliers or inspection bodies.

User roles

Guest roles

Business accounts

A NotifyMe Account can be either:

  • A Single-business Account (one Business Unit), or

  • A Multi-business Account (multiple Business Units within the Account).

Multi-business Accounts are suitable for large organizations whose members belong to different Business Units.

Members of Business Partners, such as customers, suppliers or inspection bodies, may access specified data as guests upon invitation.