Customer Rollout: Who Should Read What
Updated 2026-04-25
Recommended Help Center starter sets by role for rollout day.
Not every user should start with the same content. This guide explains which Help Center articles should be shared first based on role.
Standard User starter set
Recommended reading:
- Standard User Guide
- Standard User Quick-Start Checklist
- My Support Home
- Create a Ticket
- My Tickets
- Troubleshoot Sign-In Issues
Support Agent starter set
Recommended reading:
- Support Agent Guide
- Support Agent Quick-Start Checklist
- Support Workspace
- Create a Ticket
- Best Practices for Support Workflows
- Notifications Overview
Org Admin starter set
Recommended reading:
- Org Admin Guide
- Org Admin Quick-Start Checklist
- Command Center Overview
- Applications Overview
- Organization Members
- Entitlements
- Roles and Permissions
Org Manager starter set
Recommended reading:
- Org Manager Guide
- Org Manager Quick-Start Checklist
- Applications Walkthrough
- Support Workspace
- Activity and Comments
Executive Viewer starter set
Recommended reading:
- Executive Viewer Guide
- Executive Viewer Quick-Start Checklist
- Executive Overview
- Entitlements Walkthrough
- Best Practices for Executive Visibility
Onboarding starter set
Recommended reading:
- Onboarding Guide
- Onboarding Quick-Start Checklist
- Onboarding Dashboard
- Organization Onboarding Board
- Requested Standard Apps
- Custom App Discovery
Tenant Admin starter set
Recommended reading:
- Tenant Admin Guide
- Tenant Admin Quick-Start Checklist
- Tenant Overview
- Applications Walkthrough
- Entitlements
- Notifications Overview
Best practice
Start each user with their role guide, quick-start checklist, and 3 to 5 workflow articles. Expand later only as needed.