During onboarding (and other QorusDocs professional services engagements), the Product Specialist completes required system configuration tasks within the customer’s Microsoft environment. This access supports our “set up first, then train” approach, which aims to complete initial configuration before user training. This ensures customers see value quickly.
Customers must provide a dedicated, Microsoft-licensed user account inside its tenant for the Product Specialist to use. This is often achieved by going through your organization’s contractor account/external access request process.
This account requires the following permissions:
- Site owner level permission within the QorusDocs SharePoint Site.
- Contributor permission to the QorusDocs Term Group in the SharePoint Term Store.
Benefits of this approach are:
- Faster onboarding and configuration
- Stronger launch readiness
- Earlier validation of the end-to-end solution
- More accurate setup and testing
- Improved quality and consistency of configuration
- Reduced workload for customer IT teams
- Fewer handoffs and less confusion
- Better use of training time
- Reduced onboarding fatigue
How access affects Onboarding timelines
Without appropriate access, the customer will need to complete more configuration tasks internally, which can extend project times significantly and lead to configuration errors.
Comments
Article is closed for comments.