• User Type: Admin

  Understand the role of Admin user type as the primary account manager for your organization and its overall purpose on Steer.Few readers

• User Type: User / Internal User

  Understand the role of Internal User as a normal user and the scope of its involvement in your organization and on Steer. Few readers

• User Type: Builder

  Understand the role of Builder user type as the chief Solutions and Automation creator and its other capabilities on Steer. Few readers

• Getting to know the Dashboard

  A description of the dashboard across the three User Types on Steer. Learn how to navigate your own dashboard with this overview.Some readers

• Submitting a Case

  Submitting a case or form on SteerPopular

• Reviewing Cases Assigned for your Approval

  How to approve, reject, or review a case on Steer before moving it to the next step.Some readers

• Collaborating on Cases via Web

  Allow all users involved in a process to communicate via the Remarks section of the submitted case. Few readers

• Viewing the Task Board

  Access the Task Board to view the status and location of cases in a particular Workflow.Popular

• Viewing the Workboard

  How to view the list of cases assigned to you and take action to them via Workboard.Some readers