User Onboarding

User Onboarding

Quick start guide

 The User Onboarding screen is the first that you see when Selecting a brand that has been recently added or has not been set up yet into your PDM account.

You will find different options that will guide you through your very first steps to set up your brand:
  1. Click to find out about the First Steps to follow in the tool.
  2. The progress bar will increase along with completing the beginning steps.
  3. Each step contains support articles and/or walkthroughs to guide and help you in the process.
  4. If you click on the highlighted button, it will take you to the segment related to that specific step.

      5. Learn more about connecting and sharing data. 

      6. Go through every step to complete the Onboarding process.
      7. Once you have completed all the steps, you can choose to hide the guide.

Now you are ready to deliver your product data.

Related articles:

    • Related Articles

    • Managing User Roles and Permissions

      Managing User Roles and Permissions PDM allows Enterprise level accounts to create new users and edit roles and permissions of existing users. User Overview 1. Navigate to Settings and select User. 2. You can Add or Edit an existing User. Add User 1. ...
    • Dashboard: Overview

      Dashboard: Overview The Dashboard is the first that you see when login into your PDM account. To access it, simply click on a brand and it will display automatically under the Home tab.       2. In some brands, the Home tab will display first the ...
    • Users in Receiver Account

      Users in Receiver Account There is no limitation on the number of users you can associate with a PDM Receiver Account. Keep in mind that users cannot be deleted, only set to Inactive. Create New User Click the Account Settings tab and select ...
    • Change Email Notifications Settings

      Change Email Notifications Settings Email notifications are enabled for all the users by default. PDM sends several email notifications automatically. For instance: Weekly Status Reports Notifications when a receiver asks permission to receive data ...
    • Okta Single Sign On (SSO)

      Okta users can sign in via a special login link (inquire) or through their Okta account. After logging in via Okta, users have the same capabilities (chat, support center, etc.) as a regular logged-in user. SSO login capabilities are optional as part ...