Once you have selected a SAM package, we'll follow these steps to setup your site and learn how to get started with SAM. Email firstname.lastname@example.org if you have questions along the way.
1. Sign and email contract to Inreach Solutions. We'll invoice from your selections.
Pay by Check
322 NW 6th Ave #200
Portland, OR 97209
Pay by Credit Card
2. Tell us about your organization & SAM Site Details.
Upon receipt of first month payment, we will send an online form to understand your goals, how you want to handle training and data migrations, and who will be your SAM Administrators.
We will setup your SAM site and send an email with your SAM site link and Administrator's temporary login credentials. The date the SAM Site email is sent is the date used to begin billing.
3. Get Started & Training
- Complete the 4-part Get Started Guide
- Check out our help guide library
- Schedule Training with SAM Gurus
A team effort may used to integrate SAM to your workflows. We may consult regularly on setup process, which tapers as you learn the ropes. Review our roles working together.
4. Optional: Data Migration
Review our Data Migration Process page for more details.