Articles in this section

Onboarding New Users

Follow

When a new user is added to Vodori, take the below steps to get them up to speed on how your company uses the system:

Share Vodori Training Resources

Share your company's recorded Vodori training session(s) to get the user up to speed. Additionally, sharing the link to the short training videos on the help center will enable them to review key concepts and features in smaller chunks.

 

Meeting Business Process Training Requirements

In addition to the recorded Vodori training sessions, you will want to share your internal business process, SOPs, Work Instructions, etc, that are specific to your company and its use of Vodori.

 

Provide Access to the New User

For guidance on adding new users, check out the User Management page.

Agencies 

If your organization works with Agencies and the business requirement restricts the library visibility, a new agency organization must be configured in Vodori prior to adding new agency users.
Please use this form to contact our team to request a new agency organization to be configured. 

The Agency visibility property gives access to your agencies to view or initiate documents on your behalf. If the Agency users also need edit access to the document they did not create, they can also be added as collaborators.

 

Welcome email 

If you would like to send the user a “Welcome to Vodori” email, below are a couple of examples depending on which option is required for the user to log in.

--

Template 1 - For users logging in with Vodori’s native authentication (e.g., an external agency)

Hello,

You have been added as a user in Vodori. Please follow the steps below to activate your account and set your password

  1. Using Google Chrome, navigate to: 
  2. https://[TENANTNAME].sso.pepperapps.io/password/forgot
  3. Enter your work email address. 
  4. Click the ‘Send Email’ button.
  5. Once you receive an email from Vodori, open the email and follow the instructions to set a password. (Note: This may take a few moments to appear in your email Inbox; please check your Spam folder)
  6. For future login, please use this URL (We recommend you ‘bookmark’ for easy access): 
  7. https://[TENANTNAME].flow.pepperapps.io

For Vodori questions or support:

  • [LIST INTERNAL RESOURCES]
  • Contact support@vodori.com
  • Live chat with Customer Support 24/7 from our Help Center
  • Read our Help Center articles
  • Register for live, instructor-led Vodori webinar trainings

Thank you,

--

Template 2 - For users logging in with the organization’s authentication provider (e.g., employees)

Hello,

You have been added as a user in Vodori. 

Please follow the link below in Google Chrome, click on the teal login button, and follow the steps to login using your company’s authentication provider.

https://[TENANTNAME].flow.pepperapps.io

For Pepper Flow questions or support:

Thank you,

Related articles

Comments

0 comments

Article is closed for comments.