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Walk employee through logging in with their account
importantShow them how to connect / disconnect VPNEspecially important for mobile users.
Confirm email (Outlook) is set up and receivingSend a test email if in doubt.
Confirm ClickUp and Nextiva are workingLog in, make a test call.
Show IT support contact / remote support procedureLet them know how to reach you or Mike for escalations.
Have employee confirm everything looks good — sign off if your company requires it
  • Walk employee through logging in with their account
  • importantShowimportant Show them how to connect / disconnect VPN - Especially important for mobile users.
  • Confirm email (Outlook) is set up and receiving Send a test email if in doubt.
  • Confirm ClickUp and Nextiva are workingLog in, make a test call.
  • Show IT support contact / remote support procedureLet them know how to reach you or Mike for escalations.
  • Have employee confirm everything looks good — sign off if your company requires it
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