Suggested Customer Onboarding Pack by Role
Updated 2026-04-25
Recommended Help Center link sets to send to each user group during rollout.
This guide gives a recommended set of Help Center links to send to each user group during rollout.
Standard User pack
- Welcome to NxtLayr
- Standard User Guide
- Standard User Quick-Start Checklist
- My Support Home
- Create a Ticket
- My Tickets
- FAQ
Support Agent pack
- Welcome to NxtLayr
- Support Agent Guide
- Support Agent Quick-Start Checklist
- Support Workspace
- Best Practices for Support Workflows
- Notifications Overview
Org Admin pack
- Welcome to NxtLayr
- Org Admin Guide
- Org Admin Quick-Start Checklist
- Command Center Overview
- Applications Overview
- Organization Members
- Entitlements
Executive Viewer pack
- Welcome to NxtLayr
- Executive Viewer Guide
- Executive Viewer Quick-Start Checklist
- Executive Overview
- Entitlements Walkthrough
Onboarding pack
- Welcome to NxtLayr
- Onboarding Guide
- Onboarding Quick-Start Checklist
- Onboarding Dashboard
- Organization Onboarding Board
- Requested Standard Apps
- Custom App Discovery
Best practice
Keep each role pack focused. More content is not always better during the first rollout.