Equip

Learn how to complete the onboarding Pathway Import spreadsheet.

Importing Pathways (for Onboarding)

Learn how to complete the onboarding Team Member Import spreadsheet.

Importing Team Members (for Onboarding)

Learn how to complete the onboarding Participant Import spreadsheet.

Importing Participants (for Onboarding)

Add the pathway_code, pathway_authorization_number and other pathway_ columns to the participant import spreadsheet; each row enrolls that participant in the step with that code and creates or links the authorization.

Import participants' pathway progress and authorizations

MaryGrace Flores

The import spreadsheets Equip uses to bring in participants, team members and pathways during onboarding.

Onboarding

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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