Streamline client provisioning and immediate program enrollment

Ops managers miss provisioning, leaving clients blocked and support overwhelmed. It creates client accounts and enrolls them into program groups so clients gain access and ops avoid manual steps.

Overview

Manual provisioning creates onboarding bottlenecks and strains operations, risking delayed access and extra support work. This workflow creates client records and enrolls clients into the correct program groups so operations eliminate manual steps, cut down support escalations, and ensure clients start programs without delay.

Notable Features

Create client accounts on sign-up
Enroll clients into program groups
Notify ops of new accounts