Onboarding Template
This section explains how to complete the Onboarding Template Step-by-Step.
Download Cloudscaff Onboarding Template (Excel file).
This template allows our team to prepare your account correctly before you begin using the system.
Important Notes:
You do not need to complete every field
Provide whatever information you currently have available
Missing or incomplete data will be reviewed and completed by our team
Do not delay submission if the template is not 100% complete
Once submitted, your account will be configured within 24 to 48 hours.
Where to Send the Template
Please email the completed onboarding template to: [email protected]
Onboarding Template Tabs Explained
TAB: Inventory Upload
Required Fields
Optional Fields
If you are missing any of these fields, do not worry — our team will assist.
What Cloudscaff Will Do
Review and clean the data
Format it for system import
Complete required fields where possible
Structure inventory for tracking and reporting
TAB: Customer Details
The Customer Details tab allows you to create a list of your customers so we can help you add them to your Cloudscaff account.
Required Fields
Optional Fields
Additional details can be added or updated at any time after onboarding.
TAB: User Details
The User Details tab is used to create system access for your team.
Required Fields
Optional Fields
How User Accounts Are Created
Accounts are created for each listed user
A temporary generic password is assigned (for example: ABC123)
Each user can update their password after logging in
Users can:
Begin working immediately
The Sites tab is used to create your sites in Cloudscaff.
Required Fields
Customer linked to that site
What Happens Next
Sites are created by our onboarding team
Sites are ready for inventory allocation and scaffold tracking
No further action is required from you after submission
Returning Your Completed Template
Completed onboarding template
Once your onboarding template is ready, please email it to: [email protected]
Last updated
