Portal is the central hub for Bamboo. It serves as the starting point where you can add and manage your organizations, licenses, and users by assigning predefined role-based permissions. Your account and billing details are also managed within Portal.
Step 1. Add your organization(s)
Before you can start using Bamboo, it's essential to add your organization(s) as it serves as the foundation. Adding your organization is a necessary step before you can proceed with adding licenses and users.
Step 2. Add your license(s)
To ensure compliance, at least one state license is required to use Bamboo. The required license information will depend on the state to which the license belongs.
All employees using Bamboo must be added as users and assigned the correct roles. A user can have multiple roles and a role determines a user's level of access. It is important to correctly assign roles, as they directly impact a user's level of access.