Train each role on the right workflow
Role-specific training guidance for owners, managers, reviewers, and accountants before the first live close cycle.
Train people on their decisions, not every screen
A role-based rollout is easier to adopt than a generic product walkthrough. Each person should understand the decisions they own, the signals they watch, and the handoffs they are expected to keep moving.
Role-by-role training map
Use this map to shape enablement before the first live cycle.
| Role | Primary responsibility | Training focus |
|---|---|---|
| Owners and CFOs | Own cycle setup, billing, seats, reporting, and forecast visibility. | Read dashboards, spot load issues, and understand plan/seat ownership. |
| Managers | Balance workload, keep reviewers assigned, clear blockers, and verify recurring tasks. | Use command center, exception inbox, review queue, and capacity planning. |
| Reviewers | Approve prepared work, request changes, and keep sign-off moving. | Work the review queue daily and write clear change requests. |
| Accountants | Prepare work, attach evidence, and keep status current. | Use My Day and My Work, move tasks into review, and avoid marking review work complete too early. |
A practical enablement sequence
Start with managers and reviewers before the full team. If managers understand how to read exceptions and reviewers understand how to clear the queue, accountants get clearer feedback during the first live cycle.
- Train workspace owners on cycles, seats, billing, and reporting.
- Train managers on exceptions, capacity, blockers, and recurring task health.
- Train reviewers on evidence standards, approvals, and change requests.
- Train accountants on My Work, task status, evidence upload, and review submission.