Confident by the end, but more access clarity needed
By the time I completed the initial onboarding and training, I was confident in using the software for remote workflows. The system’s interface granted access to all key features including the dialer and database, and the training sessions clarified their practical use effectively. However, I did notice a missing element: detailed explanations about user role permissions were somewhat skimmed over. I struggled a bit to understand how to adjust access rights for team members, which felt important for workflow management. The invoicing and payment process was straightforward and error-free. I appreciated the automatic updates happening in the background without disrupting work. Telephonic support was responsive when I reached out for clarifications, reinforcing my confidence. Overall, my experience was quite positive, but a deeper dive into configuring user access controls during onboarding would make the transition smoother for new users like me.