Depending on the role, each set of users has a different journey and visibility into the app. When you have set up the permissions and defined the roles, it’s time to start onboarding users. Click the tiles to go to onboarding materials for each user role.Documentation Index
Fetch the complete documentation index at: https://help.nextmatter.com/llms.txt
Use this file to discover all available pages before exploring further.
Builder
Creates and manages workflows
Full user
Completes tasks, runs workflows, takes over steps
Manager
Monitors progress and looks for bottlenecks
Portal user
Starts requests and completes tasks