01. Orientation and Roles
Understand the homepage layout and role differences.
Review the role-based quick reference matrix to learn what Account Admin, Staff, and Client each see.
02. Account Setup and Settings
Create and manage accounts with flexibility.
Accessing the Platform:
Refer to Getting Started: Sign In Or Create Account for detailed steps for creating a new account or signing with an existing account.
View and Manage Users (Staff and Clients):
Refer to How Admins Can View and Manage Clients with functionality to add, invite, modify users (staff and clients), and create and modify groups.
Configure your organization's settings, branding and preferences in the Admin Settings.
Access the audit log to view all actions and changes within your organization.
03. Profile Management
Keep user information up-to-date.
Add / Edit Users
Send Invite Emails
Confirm role-specific permissions (Admin, Staff and Client).
Archive inactive users (staff and clients).
Note: All roles can update their personal information and language preferences.
04. Enabled Modules
Review current modules.
Refer to module overviews:
Refer to the How-to-guides to set up a Resume and Express Phone Interview for your Clients
Get updates on new offerings and enhancements.
05. Activity and User Management
Track activities and user engagement.
Refresh on the role-based quick reference matrix to learn what Admin, Staff, and Client each see.
06. Support and Troubleshooting
Use Live Chat in the platform for immediate help.
Email [email protected] for escalations.
Reference common issues (login errors, missing modules, language problems).
Refer to Frequently Asked Questions.
07. Training Sessions
We're here to help if you need onboarding or extra support, have new joiners, or have a scheduled team meeting you would like InStage to be part of.