Training topics: Getting started
The basics every Glide user needs on day one: signing in, finding your way around and getting help.
This is part of our suggested training topics: an outline of what to cover when training your staff on Glide. Topics are grouped by role, so you can run separate sessions or pick the parts that suit each person.
Who each part is for
- All staff: day-to-day work such as progressing jobs, recording time and communicating with clients.
- Managers: oversight of the team's work, reporting, billing and resourcing.
- Practice administrators: setup and configuration tasks that matter but don't come up often.
All staff
- Logging in, two-factor authentication and resetting your password
- Moving around Glide with the main menu, the home dashboard and global search
- Your user profile, signature and notification preferences
- Internal messages and notifications
- Where to get help: the help centre and contacting support
Managers
- Setting up dashboards and widgets for yourself and your team
- Saved reports and report favourites
Practice administrators
- Adding and removing users, including what to do when someone leaves
- User groups, permissions and access levels
- Practice-wide settings: offices, working hours and branding
- Single sign-on (SSO) options