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Create onboarding workspace and tasks for new buyers

Your course purchases often arrive unprovisioned, leaving coordinators without folders, access, or fulfillment details. It provisions access, creates folders and tasks so onboarding completes same day.

Create onboarding workspace and tasks for new buyers

Overview

Manual provisioning steals hours from coordinators and delays shipments; this flow immediately provisions learning access, creates folders, updates contacts, and opens assigned tasks. Program coordinators receive clear work items and learners get access same day, reducing setup friction.

Create onboarding workspace and tasks for new buyers