Onboarding Overview

Cloudscaffs onboarding process explained

Purpose

This onboarding guide explains the full process to get your account set up, activated, and ready for use.

Our onboarding approach is designed to be simple, guided, and fast. You do not need to have everything perfectly prepared before starting; our team will assist you throughout the process.


Overview

The onboarding process consists of the following optional steps.

All steps can be completed independently within the system. The onboarding service is offered to help you get set up quickly and efficiently using your own data, but it is not required to use the platform.

  1. Activate your subscription (Skip if already completed)

  2. Complete the Cloudscaff Onboarding Template

  3. Return the completed template

  4. Configure scaffold management

  5. Balance existing site inventory


After Onboarding

Once onboarding is complete:

  • Your account will be fully configured

  • Users can log in and begin working

  • Inventory, customers, and sites will be live

  • Training sessions can be scheduled if required


Ongoing Support

If you need help at any stage — onboarding or beyond — contact us at: [email protected]

We look forward to working with you and supporting your team.

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