Currently, we have 35 groups with150 users from admin, event admin, event planner, and people who help with reports. The process of our onboarding is done in 2 parts. First, we create an account to give user(s) access to Cvent Knowledge Base & training videos (all of Cvent Community). Once the person(s) has finished our list of training we have a 2 -3 hour working session with the group or person(s) tailored to their role in Cvent.
Here is the basic information in step 1 we send to the user once an account is created. I want to thank our Client Success Advisor that helped us with this list. Then we have a slide deck we follow for our working session having the new user build out an event. We constantly update it to reflect the newest updates or releases from Cvent or our policies. Even though they are outdated, Colorado University has created a couple of training videos on YouTube that really helped us curate our training.
Along with the training we also have our own knowledge base of all the steps as admins to Cvent we need to follow. From how to create a user to the steps a group needs to get a merchant account linked to their user group & events.
Hopefully, this will get you started?