> For the complete documentation index, see [llms.txt](https://docs.cloudscaff.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudscaff.com/onboarding/onboarding-template.md).

# Onboarding Template

## Overview

Download **Cloudscaff Onboarding Template (Excel file)**.

This template allows our team to prepare your account correctly before you begin using the system.

{% file src="/files/H7AHJtktoH2LPMLRENAT" %}

> ### 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: **<info@cloudscaff.com>**

***

## Onboarding Template Tabs Explained

### TAB: Inventory Upload

<div align="left" data-with-frame="true"><figure><img src="/files/lczLBpku2wpMSMDOV653" alt=""><figcaption></figcaption></figure></div>

***

#### Required Fields

* Description

#### Optional Fields

* Code
* Category
* Size
* Location
* Supplier
* Yard Qty
* Weight
* Hire Cost
* Replacement Cost
* Selling Cost
* Inventory Alert %

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.

<div align="left" data-with-frame="true"><figure><img src="/files/fdGl0RnpkSJU453jMwve" alt=""><figcaption></figcaption></figure></div>

#### Required Fields

* Customer name

#### **Optional Fields**

* Email Address
* Representative
* Contact Number
* Registration Number
* VAT Number
* Address

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.

<div align="left" data-with-frame="true"><figure><img src="/files/C9dBZbKQGipWDEbXZfx1" alt=""><figcaption></figcaption></figure></div>

#### Required Fields

* First Name
* Email Address

#### Optional Fields

* Last Name
* Role
* Password

***

#### How User Accounts Are Created

* Accounts are created for each listed user
* A temporary generic password is assigned (for example: ABC`123`)
* Each user can update their password after logging in

***

#### After Login

Users can:

* Update their passwords
* Access assigned features
* Begin working immediately

***

### TAB: Sites

The **Sites** tab is used to create your sites in Cloudscaff.

<div align="left" data-with-frame="true"><figure><img src="/files/mbrOWPKdqmEBgHqP1UAu" alt=""><figcaption></figcaption></figure></div>

#### Required Fields

* Site names
* Site details
* 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

### What to Send

* Completed onboarding template

Once your onboarding template is ready, please email it to: **<info@cloudscaff.com>**


---

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