Onboarding in Brivity Marketer

With Brivity Marketer, there are three different onboarding processes depending on your user type.

Brivity Admin-User Onboarding

Admin onboarding allows the first admin that logs in to set Team Customization options and defaults for the entire team.
When other admins login after initial setup, they can bypass Team Customization options in their Onboarding to save time!
Through the admin onboarding process, additional team members can also be invited to the account.

Brivity Agent-User Onboarding

Agent onboarding is a result of getting an invite from an admin. Agent setup involves verifying personal information and setting any Personal Customization preferences.

Solo-User Onboarding

Solo-user onboarding is for customers who do not use the Brivity Platform. This option requires all initial information to be entered manually during the setup process. 

 

*Note: No matter your user type, you'll want to verify your Profile Settings are also correct!