What the Onboarding Team Does

The Onboarding Team serves as your primary point of contact during implementation. 

Setting Up Your SambaSafety Account

Our onboarding specialists configure your account based on the products and workflow needs outlined during the sales process. This includes platform setup, user access, permissions, integrations (if applicable), and initial configuration details.

Guiding You Through Required Enrollment Steps 

If your drivers require Motor Vehicle Record (MVR) monitoring, the team helps you understand required forms, gathers the appropriate driver information, and manages state‑specific paperwork for locations like CA, PA, NH, and UT.

For State Setup Information visit Onboarding Assets.  
 

Providing Tools, Training & Resources

Your specialist delivers customized onboarding materials, instructions, and training to ensure you know how to navigate the platform, upload drivers, and monitor ongoing activity. They also explain key timelines, expectations, and best practices.
 

Supporting Integrations & Technical Requirements (When Applicable)

If your organization uses APIs, SSO, automated services, or custom scoring models, our Solutions Delivery and technical partners may join the onboarding process to assist with configuration.
 

Ensuring a Smooth Transition to Customer Success/Support

Once your account is fully set up and training is complete, the Onboarding Team transitions you to our Customer Success or Support organization. There, you’ll receive continued support, product guidance, and industry expertise throughout your partnership with SambaSafety.