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GUIDEcx Overview

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Stacey Hatch avatar
Written by Stacey Hatch
Updated over a week ago

Welcome to GUIDEcx

GUIDEcx is a client onboarding platform designed to help people work better together. Chances are that it will be used by a lot of people inside and outside of your organization. Ensuring each party has the right information for their particular use cases is crucial and that's where we come in.

Say goodbye to siloed onboarding experiences and hello to working better together with your customers, third-party members, and internal departments.

User Access

There are two types of users: Internal + External. This allows you to customize what you share with them.

Internal Users: Users that are employed by your organization and help with the success of your customer's onboarding experience.

External Users: These are users that can be third-party contributors or customers!

Who should be an internal user?

  • Onboarding + Implementation teams (usually given a Guide or above license)

  • Sales team (usually given a contributor license)

  • Engineering team (usually given a free contributor license)

Who should be an external user?

  • Customer (we recommend inviting 3+ customers to their onboarding project. They can be the executive sponsor, main point of contact, and a power user)

  • Third Party (usually users who aren't employed by your organization or the customer's organization)

Paid Internal Licenses: Admin, Manager, and Guide

Free Internal Licenses: Task Owner, Contributor, and Observer

Free External Licenses: Customers and Third Parties

Learn more in this article


In order to get things done, it's important that everyone knows what to do, when to do it, and how to do it. That's where tasks come in. Every task card in a project plan represents an email that will send out to its assignee. Here are three key things to keep in mind when building tasks.

  1. Task Instructions: these help the assignee know WHAT and HOW to complete their task.

  2. Task Dependencies: these allow you to control when assignees receive an email notification that they need to complete their task.

  3. Task Durations: these communicate how many work days the assignee has to complete their task.

To learn more about tasks, check out this collection of articles!

Projects + Templates

Projects are a collection of tasks that will help your customer successfully complete their onboarding.

Templates is a pre-designed process/set of steps that can be used to guide new customers through onboarding.

Templates are your starting point, projects use templates but can be customized for each unique client!

Learn more about projects here. Learn about templates here.

More Resources

If you'd like to learn more about how to use GUIDEcx, I highly recommend going through the GUIDEcx Trailhead course. It's a free online course that will help you understand the basics of GUIDEcx.

Learn how to access it here.

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