Setting Up Your Organization
Before using Protoqual, your organization needs to be configured in the system.
This typically includes setting up locations, adding users, and enabling learning or surveys.
Most organizations complete this setup during onboarding with the Protoqual team, but administrators can update settings at any time.
What Setup Typically Includes
Initial setup may include:
- Creating practices or locations
- Adding users and administrators
- Enabling learning assignments
- Configuring survey delivery
- Reviewing organization preferences
Once setup is complete, teams can begin using Protoqual to collect feedback and participate in learning missions.
Ongoing Configuration
Settings can be updated as your organization evolves.
For example, administrators may:
- Add new staff members
- Remove users who leave the organization
- Enable learning for additional teams
- Adjust survey delivery settings
If you need assistance with setup or configuration changes, contact: