...
Whether your firm is new to Prevail and setting it up, verifying it was previously set up correctly, or you are new to the role and are seeking training, welcome. We’ve got you!
Admin Training #1 (Setup) | ||
Training Material Link Instructions and Video Link | Direct Video Link | |
1. | ||
2. | Security/Group Setup: Adding Security Groups, Employee Types/Security | |
3. | ||
4. | ||
5. | ||
6. | ||
Great! Now that you’ve done the initial setup of your Prevail, you’ll focus on the Staff Training curriculum before returning to back here for Admin Training #2.
Click here for Staff Training #1
Click here for Staff Training #2
Admin Training #2 | ||
Training Material Link Instructions and Video Link | Direct Video Link | |
7. | ||
12. | ||
13. | ||
14. |
Have specific training related questions? We’re glad to help. Contact us at training@prevail.net