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. Client Setup and Settings
Create and manage clients 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 Clients:
Refer to How Staff Can View and Manage Clients with functionality to create new, modify, and add to groups.
03. Profile Management
Keep user information up-to-date.
Edit Client Names.
View activities
Assign Staff/ Group.
Archive users (clients) no longer active.
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 sessions and user engagement.
Refer to How Staff Can View and Filter Session History and Activity Log
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.
08. Cited References