How to fill up Onboarding Guide and Checklist ( List of Users and Departments)

Updated: 4 Apr 2025
Article #: 254


  1. Open the Excel File: Once you receive the Excel file that we sent, open it.
  2. Navigate to the List of Users and Departments: Find and click on the sheet labeled "List of Users and Departments".
  3. Review the Details: The sheet will display department names and user details. 

4. Filling Out the Information:

 

  • Role Names 

  • You will see the following role names listed: 

  • Department Admin 
    Approver 2 
    Approver 1 

  • Template Designer 
    Developer 
    Creator 
    Viewer 
    Releaser 

5. Role Descriptions: Each role has a description explaining its responsibilities.

6. Department: Indicate the department to which each user belongs.

7. Display Name: Enter your name in the display name field.


8. Email Address: Enter your email address in the corresponding field.

 

 

9. Indicating Roles:

 

  • Department Admin 
    Enter "Yes" if you are an admin. 
    Enter "No" if you are not an admin. 
  • Approver 
    Since there can be up to 9 approvers, enter "Yes" followed by your approver number     (e.g., "Yes - 3"). 
       Leave it blank if you are not an approver. 
  • Template Designer 
    Enter "Yes" if you are a template designer. 
    Enter "No" if you are not a template designer. 
  • Developer 
    Enter "Yes" if you are a developer. 
    Enter "No" if you are not a developer. 
  • Creator 
    Enter "Yes" if you are a creator. 
    Enter "No" if you are not a creator. 
  • Viewer 
    Enter "Yes" if you are a viewer. 
    Enter "No" if you are not a viewer. 
  • Releaser 
    Enter "Yes" if you are a releaser. 
    Enter "No" if you are not a releaser. 



Add Remarks (Optional) 

  • If you have additional notes, add them in the Remarks field. 

  • That's it! You've successfully completed the List of Users and Departments section in the onboarding checklist. 







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