OneMerge Guided Setup, Welcome to OneMerge!

OneMerge Training – Guided Setup, Welcome to OneMerge!

Guided Setup is available to System Administrators within OneMerge to assist with the initial Configuration and Setup. When you first launch Guided Setup from the footer, the following page will be displayed:

The intention of this initial step in the Guided Setup is to provide information on how to get started and also how to configure the product to meet the business requirements.

Once the configuration has been applied, the next step is to perform some test to validate the setup. Step 5 on this page provides a link to the ‘How to test OneMerge’ resources.

The ‘Welcome to OneMerge!’ page can be hidden at any time by ticking the ‘Hide Welcome Step?’ checkbox.

Article last reviewed: 2024-10-04