I'm a New Admin - What do I do?

First of all, welcome aboard - we're glad to have you with us! Whether you're kicking off an entirely new portal or transitioning into administrative responsibility, we've got your back. We're here to make sure you are able to become a PiiQ power user as soon as possible. You can become a master in all things PiiQ by following these 3 easy steps:

Book Time For a One-on-One Admin Call

Don't go it alone! Schedule a call with us to review PiiQ and how your portal is currently configured. It's a great chance to become familiar with administration and also an equally powerful opportunity to tweak and/or streamline your process to fit your organization's needs. This isn't just a training call. Use this time to explore what works and what doesn't so we can optimize the experience of your teams. Your work--and how you work--continuously evolves, and we're ready and excited to partner with you.

 

Check Out the Help Center

Take it from us when we say that a little preparation now will save buckets of time later! Our Help Center is full to the brim with walk-throughs, frequently asked questions, and best practices. Once you have a meeting scheduled with us to go over your portal, dive into these articles to get up to speed on the basics of PiiQ and how to best utilize its tools to suit your organization.

If you're using Performance, start with Introducing the PiiQ Performance Framework and some of our best practice articles, such as: 

If you have access to Learning, Getting Started is a great way to familiarize yourself with the basic features of the module. Go deeper with these in-depth articles:

You also have a chance to practice modifying, setting up, or reviewing any information in our Demo organization! This is a great way to get a head start on all things PiiQ. Bookmark these articles and get comfortable with our Help Center! 

 

Get In Touch When You Need Us

If you have any outstanding questions, feel free to email us at piiqsupport@csod.com, or call any of the numbers below - we're here to help, so don't be shy!

Live Phone Support: Monday- Friday 8 am - 5 pm Pacific Time & by appointment in your time zone

  • United States:  +1 833-616-7447
  • New Zealand:   +64 9-887 9349
  • Australia:  +61 7 5613 1518
  • United Kingdom:  +44 808 168 7074
  • International:  +64 9-887 9349

 

 

 

 

 

 

 

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