Randel Client Workspace Setup (Onboarding)

Randel Client Workspace Setup (Onboarding)

1. 01

   Create a new Randel workspace for the client

   In the Randel admin dashboard, click 'Create Workspace' and enter the client's organization name. This establishes the isolated environment where all community operations will live.

2. 02

   Apply white-label branding

   Navigate to the workspace's 'Branding' settings. Upload the client's logo, set the custom domain, and choose a theme color to match their identity. This ensures the portal appears as the client's own product, not Randel's.

3. 03

   Configure membership tiers and pricing

   Go to 'Memberships' and define the tiers (e.g., Basic, Premium) with their respective prices. Since Randel integrates with Stripe, ensure the client's Stripe account is connected to enable recurring billing without transaction commissions.

4. 04

   Set up event and meeting integrations

   In 'Integrations', connect Eventbrite for event registration and Zoom or Meet for virtual meetings. This allows members to register and join events directly from the portal, reducing manual coordination.

5. 05

   Import existing member records

   Use the 'Import' function to upload a CSV of current members. Map fields like name, email, and membership tier to Randel's member profile structure. Verify data accuracy before finalizing the import.

6. 06

   Enable e-signature and document library

   Activate the e-signature feature (DocuSign integration) for contracts and agreements. Populate the document library with relevant files, organizing them into folders for easy member access.

7. 07

   Test the member experience

   Create a test member account and walk through the portal: subscribe to a membership, register for an event, upload a document, and sign a test contract. Confirm all workflows function as expected before launch.

8. 08

   Hand off to client admin team

   Provide the client's admins with training on managing members, processing payments, and creating events. Document the setup for future reference, and schedule a follow-up review after the first month.