Your first week
A calm way to roll Nabcloud out in an office: one task a day for five days, with your own approval in place before anything goes to a client.
This is a suggested order, not a requirement. Nothing here is automatic; each step is yours.
Day 1: connect#
Request a seat, receive the invitation and connect one assistant. Ask it to describe your workspace.
Day 2: people#
Add your current clients as contacts. Start with ten; import more once you are satisfied.
Day 3: approvals#
Read approvals. Ask your assistant to draft one email to a test contact and check that it waits for you.
Day 4: one document#
Draft one quote or invoice from a real job. Compare the PDF with your usual one, line by line.
Day 5: invite the team#
Add colleagues as seats and decide which agent may do what. Look at the audit trail together.