New User Onboarding Workflow

Objective: To facilitate a hassle-free onboarding journey for new users by providing a step-by-step guide to getting started with Duro.

Difficulty: Easy

In this article:

1. Duro Onboarding Outline
   • Phase One: Account Setup
   • Phase Two: Advanced Account Setup

This article serves as a comprehensive guide for new users on how to easily integrate with Duro. From creating a new company account to personalizing your profile, we'll walk you through each step to ensure a smooth transition and effective engagement with your team and company resources. This onboarding outline begins with principal account setup action items in phase one and expands into more advanced onboarding concepts in phase two.

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Duro Onboarding Outline

Phase One: Account Setup

For an optimal setup experience, we recommend progressing through the articles in the Account Setup section sequentially as follows:

1. New Company Account Creation
   

   This article will guide you through the initial steps of setting up a new company account. We aim to provide a straightforward process for registering your company, enabling you to quickly move on to the more advanced features of your digital workspace.
   
   

2. Login Methods
   

   Understanding the various login methods available is key to ensuring secure and convenient access to your company's digital platform. This article will cover the different authentication methods supported, helping you choose the one that best suits your company’s security policies and user preferences.
   
   

3. Adding Teams and Assigning Roles
   

   An essential step in organizing your digital workspace is creating teams and assigning roles. This article explains how to structure your teams effectively and delegate roles, ensuring that each member has the right access and permissions to fulfill their tasks efficiently.
   
   

4. Creating Groups
   

   Beyond team structuring, this article walks reader through the process of creating groups for project-based collaboration or interest-based discussions. Learn how to organize groups and utilize them for optimal communication and workflow management.
   
   

5. Your Company's Profile
   

   Customizing your company’s profile is a vital part of establishing your brand within the digital workspace. This article provides insights into how to personalize your company’s profile, highlighting the importance of a well-crafted profile for internal engagement.

6. Your Profile
   

   Finally, personalizing your user profile is crucial for your identity within the company. This article will guide you on how to set up and customize your profile, from adding a professional photo to inputting relevant personal and professional information, enhancing your visibility and connectivity within the company network.

Phase Two: Advanced Account Setup

For an optimal setup experience, we recommend progressing through the articles in the Advanced Account Setup section sequentially as follows:

1. Enable Two-Factor Authentication (2FA)
   This article outlines the importance of adding an extra layer of security to your accounts through Two-Factor Authentication (2FA). Via a a step-by-step guide, it will cover how to activate and deactivate 2FA. Plus, see our FAQ on 2FA and Passwords.
   
   
2. SSO (SAML)
   Here, we provide implementation guidelines for Single Sign-On (SSO) using Security Assertion Markup Language (SAML). The purpose of enabling SSO is to streamline user access and improve both security and user experience. 
   
   
3. Configurations - Duro Enterprise Feature
   This article delves into a Duro Enterprise Feature that provides advanced Change Order configuration options, specifically requiring Change Order approvals, enabling mandatory comments, and using mandatory comments. These options help you and your team customize your digital environment for optimal performance and efficiency and are designed to satisfy specific organizational needs.
   
   
4. Dedicated Hosting Options
   Dedicated Hosting Options are pivotal for businesses looking for reliability, performance, and security in their digital infrastructure. This segment aims to outline the advantages of choosing dedicated hosting and default hosting options different options available, and key factors to consider when making this decision, ensuring your organization's online assets are optimally managed.