Welcome to OpenBlend!

It is great to have you onboard with us. 


There are a few things you will need to set-up before you launch OpenBlend within your organisation, depending on the features you are using. This article provides an overview.


Use the Highlighted text to view the related knowledgebase articles.  




General Admin Configuration

Before you get started, you can watch this short video on Navigating the Admin Dashboard to help you find your way around.

  • Complete your user upload spreadsheet (not required if you have a user sync integration) 
    • Your OpenBlend Customer Success Manager will then complete a bulk-upload into OpenBlend for you.

  • You can also add new user manually

  • Set-up your Business Areas (not required if you have a user sync integration) 
    • Job Functions
    • Office Locations



Objectives Set-up



User Welcome Emails

You have a few options on how you would like your welcome emails to be sent out during your onboarding phase. 


  • Send after manager completes training
    You can manage your OpenBlend roll-out through the use of the admin 'Training' area. By assigning managers to a training session they will receive their welcome email along with the training details. Then 48 hours after the manager has been trained, the employee will automatically be sent their welcome email to invite them to register.  
     
  • Send immediately when users are created in OpenBlend
    OpenBlend will automatically send out the welcome email as soon as the user is added to OpenBlend. 
     
  • Only send manually 
    The welcome emails will need to be manually triggered by you, for both employees and managers. 


You can set-up your preference for the welcome emails within your Admin area. 


  1. Navigate to Company Settings from the left-hand navigation
  2. Select the "When to send login emails" sub-tab
  3. Select your preferred option




Our Integrations

Check-out the Integrations we have to offer at OpenBlend, to help reduce your admin load and give your employees a seamless experience. 


Speak to your Customer Success Manager to find out more. 




IT Set-up

As part of onboarding OpenBlend, it is important that you set up your IT team whitelists the OpenBlend domains, to ensure that your employees can receive emails from OpenBlend, without it going into their Junk folder. 


We also have our Hosting, Network and Data Security guide which you can send over to your IT Teams, for further information.