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Platform Training for End Users

Guidelines for project leads to deliver end-of-project client training

The goal is to ensure clients understand how to use the DataBlend platform effectively after the integration goes live. This session is a required component of every DataBlend project completion.

Partners should use this agenda to guide their final training session and confirm the client’s readiness for ongoing use and management of the platform.

Recommended Training Agenda

The following sections outline the recommended structure for the final client training session. Each topic includes guidance on what to cover, expected outcomes, and important notes for trainers.

1. Accessing the System

Login URL

  • Direct clients to log in at: https://app.datablend.com or https://app.datablend.eu
  • Confirm that each participant can successfully log in before proceeding.

User Roles: 

Members

  • Can run existing workflows and view logs and historical data.
  • Cannot make configuration changes (e.g., cannot edit workflows, credentials, or queries).
Note: Members can see collected data. Exercise caution when assigning this role to users who should not access sensitive information.


Admins

  • Can modify all configurations, including workflows, credentials, and schedules.
  • Limited to two per client unless additional Admin licenses are purchased.
  • Responsible for ongoing platform management.

Review the client's current user list to confirm correct role assignments.

2. Settings: Members

Walk clients through the Members section in the Settings to ensure they can manage user access and account preferences.

Viewing Current Users and Roles

  • Demonstrate how to access the User Management page.
  • Show how to identify which users are Admins vs Members.

Adding and Removing Users

  • Explain the process for adding new users and removing users who no longer need access.
  • Emphasize security best practices (e.g., removing former employees promptly).

Note: DataBlend Support team members may appear as users within the client's account to assist with support requests and troubleshooting.

Updating Profile Information

  • Demonstrate where users can update Name and Password.

3. Key Terminology Overview

Provide clients with an overview of core DataBlend concepts and how they work together.
Use real examples from their implementation to reinforce understanding.

  • Credentials – Authentication details used to connect to data sources (e.g., ERP, CRM).
  • Collectors – The specific connectors to extract data from data sources.
  • Queries – Data mapping, formatting and transformation.
  • Data Targets – Destinations where DataBlend sends data (e.g., another application or file).
  • Workflows – Automated processes that move and transform data between sources and targets.

4. Dashboard Overview: The Four Quadrants

Introduce the main Dashboard layout, focusing on each quadrant in order of importance (least to most frequently used by end-users).

A. Favorites

Purpose: User-specific area for quick access to commonly used workflows.

Key Points:

  • Each user can customize their Favorites.
  • Ideal for workflows they run manually.

B. Credentials

Purpose: Manage data source connections.

Key Actions:

  • Show how to update and test credentials.
  • Review common causes of failure, such as expired tokens, changed passwords, or revoked access.

Note: Only Admins can modify credentials. Remind clients to update credentials immediately if integrations fail.

C. Schedules

Purpose: Automate workflow runs.

Overview:

  • Explain how schedules define when and how often workflows execute.
  • Demonstrate where to view existing schedules and make updates.

D. History

Purpose: Review past workflow runs and identify issues.

Key Concepts:

  • Status indicators:
    • Complete – Successful run
    • Warning – Completed with issues
    • Error – Failed
    • Cancelled or Rejected – Not executed or blocked
  • Show how to read logs for workflow steps to diagnose issues.
  • Discuss typical troubleshooting steps (e.g., checking credentials or data source availability).
  • Encourage clients to check History regularly to monitor system health.

5. Notifications

Explain how to configure email notifications to stay informed about workflow performance.

  • Common Triggers: Completed with Warning, Error, Rejected, Cancelled
  • Configuration Options:

    • Filter notifications by specific workflows, or leave blank to apply to all workflows.

Recommend setting notifications for Admins to ensure prompt response to errors.


6. Ongoing Resources

Reinforce where clients can find ongoing help and updates after the implementation is complete.

DataBlend Knowledge Base

Direct clients to the DataBlend Knowledge Base for self-service support and learning resources. The Knowledge Base includes:

  • How-to articles
  • Feature explanations
  • Best practices and troubleshooting steps

Help Icon

Show clients the Help Icon located in the upper right corner of the DataBlend platform.This icon provides:

  • Access to documentation
  • Links to submit support requests

Support Contact

For issues not covered in the Knowledge Base, clients can reach the DataBlend Support team directly at: support@datablend.com

Note: Let clients know that they may need to provide a services team member with access to the group for troubleshooting purposes.

Monthly Release Notes

  • Inform clients that monthly release notes are sent via email.
  • These updates include: New features, Enhancements, Bug fixes, Important platform announcements

Wrap-Up and Training Best Practices

To ensure a successful training session:

  • Confirm login access for all participants before beginning.
  • Use the client's actual workflows as examples to make the session relevant.
  • Encourage note-taking and record the session (if allowed) for future reference.
  • Leave time for Q&A at the end to address specific client questions.
  • Verify readiness by having participants demonstrate key actions, such as running a workflow and reviewing logs.

This training agenda equips DataBlend implementation partners with a structured, repeatable framework for final client training and ensures the client is fully prepared for independent use of the platform.

Next Step:
Add this training session as a standard deliverable in your project plan and confirm completion with the client before closing the implementation project.