Onboarding

Set up your VantageIQ workspace.

This flow gets each account ready to operate with the right users, assets, documents, and alerts.

Create your workspace

Add users or family members

Set up assets and documents

Connect devices and alerts

Finish and enter the dashboard

Setup checklist

Workspace name

Primary user profile

Emergency contacts

Asset inventory

Document vault

Notification settings

The onboarding sequence should eventually write these details into the user’s workspace and drive the dashboard.