Grant onboarding course access when profile completes on training board
Grant onboarding course access when profile completes on training board
Your advisor onboarding entries need manual course enrollment, causing delayed access and prep gaps. Grant access automatically so coordinators can confirm enrollments same day.
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Overview
Manual course enrollment creates onboarding lag and forces coordinators into repetitive work. Automating course grants converts that step into minutes, so new advisors start training same day and coordinators keep accurate records.