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Onboarding guide


Welcome to your journey with Coda!

This doc serves as your comprehensive guide to onboarding your Enterprise account, providing you with steps, resources, and timelines.
Learn more about this process in the video to the right ➡️.
We're excited to have you on board!


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Need guidance? Contact support!

We have TONS of help articles and guides to support you- explore
them here
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.
If you still need help, our support team is available for account set-up questions. Contact them via the 💡or ❔button in the bottom-right of a doc or workspace, or email
support@coda.io
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.
*For a more hands-on onboarding experience, Coda offers custom packages. Contact support or your account team for pricing details.

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contact support gif.gif
GIF showing how to contact support
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timetable

Proposed timeline

2
2
2
1
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Upgraded to Enterprise!

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Enterprise admin account set-up

Book 2.png

Coda basics digital training

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Use case kickoff

Bubbles 3.png

Use case building

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Workspace set up

Group 2298 (2).png

Ready to launch

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todo-list

Onboarding tasks- begin by selecting your onboarding role:
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Training

Individual learning resources available when you click ‘More info’

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3
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Complete the first set of training resources. (Individual task)
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Complete the second set of training resources. (Individual task)
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Complete the third set of training resources. (Individual task)
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maintenance

Preparing for launch!

Use case kickoff, building, and launching!

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Use case kickoff
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Use case building
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Workspace admin tasks
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1
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Launch preparations Coda
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20
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Getting started
More info
17
Set up your Enterprise account
More info
10
3
Complete the first set of training resources. (Individual task)
More info
Complete the second set of training resources. (Individual task)
More info
Complete the third set of training resources. (Individual task)
More info
7
Use case kickoff
More info
7
3
Use case building
More info
4
Workspace admin tasks
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1
1
Launch preparations Coda
More info
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Welcome to your journey with Coda!
Need guidance? Contact support!
Proposed timeline
Onboarding tasks- begin by selecting your onboarding role: , Organizational admin, Workspace admin, Sponsor, Champion
Training
Preparing for launch!
Expand to see all of the tasks
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