How to Use the Help Center in Customer Rollout

The Help Center is most useful when it is introduced as part of the rollout, not only after users already become confused.

Recommended rollout pattern

For each user group, share:

• the role guide
• the quick-start checklist
• the 2–3 pages they will use most often
• one troubleshooting article
• the FAQ

Example

For Standard Users, share:

• Standard User Guide
• Standard User Quick-Start Checklist
• My Support Home
• Create a Ticket
• My Tickets
• Troubleshoot Sign-In Issues

For Org Admins, share:

• Org Admin Guide
• Org Admin Quick-Start Checklist
• Command Center Overview
• Organization Members
• Entitlements

Best practice

Do not send users the full docs tree on day one. Send a focused, role-specific subset first.