Once iPoint is configured and your data is loaded, it is time to train the people who will be using the software. We have done our best to provide a wide variety of learning opportunities to match the learning styles of your team.

University in the iPoint Support moduleUniversity in the iPoint Support module

iPoint University

Every user has access to University on the iPoint dashboard under the iPoint Support module. Here you can load courses based on your role(s) in the company.

  • Get started with the Overview course, selecting the class that matches your role. These courses provide a general overview of what you need to get started using iPoint.
  • Enroll in various role-based courses to get more information about the software’s capabilities for your job. This will be a deeper dive into advanced processes.

Here’s how you do it:

  1. Open iPoint
  2. Click on the iPoint Support icon on the dashboard
  3. Click on the University button
  4. Find the Available Courses section of University in the bottom left corner
  5. Enroll in the class entitled ** Overview ** – this will move the course into the My Courses section.
  6. Now, click on the ** Overview ** course to reveal classes for Sales, Accounting, Project Management, Purchasing Manager, Technicains, or Marketing.
  7. Click the Start button in the class to watch a series of videos that pertain to your role
  8. If you’d like a deeper dive into a specific module, go back to the Available Courses and enroll in any module to get more specific training about various features.

Once you have watched the videos in My Courses, you should be armed with the knowledge you need to start using iPoint!

Online Manual

Our online manual, the document you are currently reading, is accessible from your iPoint dashboard, under the iPoint Support module. This is a searchable database of every feature in iPoint. This is a great way to get a step-by-step guide to each feature of iPoint, complete with screenshots, and walkthrough videos.

Onsite Training

We have also made available an intensive personal 3-day Onsite Training for your entire staff. If this is something you are interested in, please visit our Onsite Training website for all the details. you can also download our brochure and worksheet directly with these links:

Last modified: 1 Apr 2020

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