Best Practices

Automated User Provisioning & Hierarchy

• Overview of Automated User Provisioning & Hierarchy
• Business Rules Requirements for User Provisioning & Hierarchy
• CSV Template for User Provisioning & Hierarchy

Meetings

• ActiFi's Best Practice for Managing a recurring 1:1 meeting

Prompting

• SuccessPro Prompting Options

SSO (Single Sign On)

• SuccessPro Single-Sign-On Overview
• SSO Diagrams
• SSO (Single Sign On) FAQ