Onboarding
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      Onboarding: How to add Users to Adesso

      Introduction

      Users are individuals in your organization who will need access to and will be working in your Adesso system to conduct day-to-day business.  

      Instructions

      1. Download the Users Submission Form.
      2. Fill out the above file to share all the users who will need access to the platform and their security levels. 
      3. Return the file to onboarding@adesso.ai.

      Sheet Definitions

      Header Definition
      FirstName User First Name
      LastName User Last Name
      JobTitle User Job Title
      CompanyName User Company Name
      Email User Email
      Role User pre-defined security group (role-based for Adesso)
      Type Point of contact types
      CheckApprover Name or Username of user responsible for approving this user's Check Requests. If there is no approver, please enter None.
      MaxDealAmount You must establish a limit for a deal to go through
      MaxResolutionAmount You must establish a limit for a deal to go through
      MaxCheckAmount You must establish a limit for a deal to go through
      UserCode First Initial and Last Name (one word)
      DealApprover Name or Username of user responsible for approving this user's Deals. If there is no approver, please enter None.
      If you have any questions, please reach out to onboarding@adesso.ai.