Onboarding consists of videos and online content presented below, combined with 1-2 calls to answer questions as you go through this process.
Step 1: Please complete the Video Playlist below
Step 2: Please click through the Support Pages links and review the materials
Step 3: Please use our boberBot in the lower right corner to take a short comprehensive exam regarding the Video Playlist and Support Pages content
Step 4: Please schedule your next call once you have completed and passed the exam, or move onto Phase 3 of the onboarding process
In this section we will go over how to set up Sources, Vendors and Partners, as well as your billing options, and the Filter List and Partner Admin features.