User documentation & onboarding in HarmonyPSA

HarmonyPSA

The next generation of professional services automation.

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User documentation & onboarding in HarmonyPSA

Video Transcript

Speakers in this video: Jimmy (GetApp) and Steve (HarmonyPSA)

Jimmy: So what other documentation do you provide as support for new users?

Steve: Okay. So, primarily we have the quick stop guide and the main documentation site. The main documentation site is reference documentation. It covers everything in the system. The quick stop guide is a step-by-step guide taking you through various transactions.

Also, it is worth noting that everyone gets two instances with the system. You get a test and you get a live. You can do all your playing around and experimenting in the test system without having to create transactions that have to be backed up or anything. So it works quite nicely.