User & Training Workflow

Follow this optimized workflow to set up new users and assign training efficiently. This workflow shows the best order to create user accounts, assign roles, enroll users in training, and track completion to ensure your team is ready and compliant.

Purpose

This workflow is designed to guide administrators through user setup and training assignment in the most efficient order. By following these steps in sequence, you’ll reduce setup errors, ensure users have the correct permissions, and track training completion for long-term success.

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