Quick Steps for Assistant Users

This article is intended for company assistants who are looking to get started with the Oxford Risk platform. If you are an adviser or an admin user, you might be looking for the adviser quick steps or admin quick steps articles.

At the start of your assistant journey, you will receive a welcome email inviting you to the platform. To get started with the account creation process, you should begin by setting a password and logging in to the oxfordrisk.tech platform.

Here are 5 quick steps to follow:

1. Update your settings.

2. Create a new client profile.

3. Create multiple client profiles instead of manually creating new profiles.

4. Import client data from a CSV file.

5. View client responses.