Audience: All users Purpose
Watch this video to understand the onboarding basics to start using Neo1.
Following registration, the admin will begin to receive emails prompting them to complete certain actions to get the Neo1 account ready for use. Though your onboarding requirements will vary by your needs - this video will define the basic onboarding steps for users interested in travel and expense. These steps include:
- Setting up users in Neo1
- Submitting the travel settings form
- Submitting the expense form
Completion of these steps will bring you one step closer to using Neo1, allowing our team to set the travel restrictions that best suit your team, and provide guidance on how to setup Neo1 to track expenses.