Onboard new users
Learn some best practices on rolling out Secoda to new users.
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Learn some best practices on rolling out Secoda to new users.
Last updated
Was this helpful?
Once your data is connected and initial documentation is in place, think about the primary users of Secoda. This guide helps you determine the initial rollout group and outlines steps for effective onboarding.
Before adding new users, it's crucial to organize your workspace by building out Teams. This customization ensures a tailored user experience. For guidance, explore our documentation on Setting up your workspace.
The approach varies by organization. While some may want universal access, others prefer starting with a smaller, more controlled group. Consider starting with a focus group of knowledgeable individuals who can provide valuable feedback and help refine documentation.
Who is the most knowledgable about the different data across your organization?
Whose workflows could be improved and automated with a tool like Secoda?
These insights can help form a core group of champion editors within Secoda.
There are many different ways that our users go about onboarding their teammates into Secoda. Here are some steps that we suggest as best practices.
Once you've onboarded your initial rollout group, you might find it helpful to host workshop sessions to get the documentation flowing. Here are some ideas you might consider:
Teams Workshops: Regular sessions can help teams decide how to structure their resources, assign ownership, and adopt Custom Tags.
Dictionary Workshop: Compile a list of frequently used terms to populate the Dictionary.
Documentation Days: Establish dedicated workshop times for users to update and refine existing documentation.
By following these steps, you can ensure a smooth and effective rollout of Secoda, enhancing data governance and collaboration across your organization.