Welcome to our onboarding process! To ensure a smooth transition for new team members, we've outlined the steps to configure LastPass, Hubspot, Slack & Google Drive, vital tools within our organization that we use on our day to day.
Configuring LastPass
Step 1: Logging into Admin LastPass Account. Begin by logging into the Admin LastPass account using your credentials.
Step 2: Accessing the Admin Console
Once logged in, navigate to the "Admin Console" section. This is where you'll find all the administrative tools and settings for managing LastPass within your organization.
Step 3: Adding New Users
In the Admin Console, locate the "Users" tab and select "Add Users." This action will prompt a form where you can input the necessary information for the new team member.
Step 4: Inputting Information
Enter the email address, first name, and last name of the new team member into the designated fields.
Step 5: Adding the User
After inputting the required information, click on "Add User" to initiate the process of adding the new team member to LastPass.
Step 6: Sending Invitation
Once the user has been added, LastPass will automatically send an invitation to the provided email address. This invitation will contain instructions on how to set up their LastPass account and begin using it effectively.
Configuring Hubspot
In addition to configuring LastPass, it's essential to set up HubSpot, our customer relationship management (CRM) platform. Below are the steps to successfully configure HubSpot for new team members.
Step 1: Logging into HubSpot
Begin by logging into HubSpot using your credentials.
Step 2: Accessing Settings
Once logged in, locate the gear icon in the top right corner of the screen. Click on this icon to access the settings menu.
Step 3: Navigating to Users & Teams
Within the settings menu, find the "Account Setup" section. Under this section, select "Users & Teams" to manage user accounts and permissions.
Step 4: Creating a New User
In the "Users & Teams" section, click on the "Create User" button. This action will open a form where you can input the necessary information for the new team member.
Step 5: Inputting Information and Setting Permissions
Enter the team member's email address into the designated field. Then, select the appropriate permissions for their role within the organization. This ensures that team members have access to the necessary features and data within HubSpot.
Step 6: Sending Invitation
After configuring the user settings and permissions, click on the "Send Invite" button. HubSpot will then send an invitation to the provided email address.
Step 7: Following Invitation Steps
The invited team member will receive an email with instructions on how to set up their HubSpot account. They'll be guided through the process of creating a password and configuring their account settings.
Configuring Slack
As part of our onboarding process, it's crucial to ensure that new team members are added to Slack, our communication and collaboration platform. Here's a step-by-step guide to adding team members to Slack.
Step 1: Logging into Slack
Start by logging into Slack using your credentials.
Step 2: Accessing the Invitation Menu
Once logged in, locate the plus icon above your profile picture, usually situated in the top left or right corner of the screen. Click on this icon to access the invitation menu.
Step 3: Inviting People
Within the invitation menu, select the option labeled "Invite People." This action will open a form where you can input the email address of the team member you wish to invite.
Step 4: Setting Invitee Role
Under the section labeled "Invite as," ensure that "Member" is selected as the default value. This grants the team member standard access rights within Slack.
Step 5: Sending Invitation
After inputting the team member's email address and confirming their role, click on the "Send" button to send the invitation.
Step 6: Confirmation
Once the invitation has been sent, the team member will receive an email notification prompting them to join Slack. They can then follow the provided link to set up their account and join the team's workspace.
Configuring Google Drive
To facilitate collaboration and access to shared documents, it's essential to grant new team members access to the relevant Google Drive shared drives. Follow these steps to provide access.
Step 1: Logging into Google Account and Accessing Drive
Begin by logging into your Google account and accessing Google Drive.
Step 2: Navigating to Shared Drives
Within Google Drive, locate the main dental/medspa shared drives. These are typically organized under the "Shared drives" section in the left sidebar.
Step 3: Managing Shared Drive Members
Click on the three dots (...) next to the shared drive to which you wish to grant access. This will open a dropdown menu.
Step 4: Adding New User
From the dropdown menu, select "Manage members." This will open a window where you can manage the members of the shared drive.
Step 5: Adding the New User
Within the "Manage members" window, click on the option to add a new member. Input the email address of the new team member into the designated field.
Step 6: Finalizing
After adding the email address, click "Done" to confirm the changes and grant access to the shared drive for the new team member.
Step 7: Notification
The new team member will receive a notification email informing them that they've been granted access to the shared drive. They can then access the drive through their Google account.
By following these steps, you'll successfully grant access to all the crucial applications used by the DonatoAI team members, ensuring that new team members can collaborate seamlessly, access relevant information and mantian effective communication with clients and team. If you encounter any difficulties during this process, please reach out to the IT support team for assistance. Welcome to the Donato!