Overview: Getting Started with PNSN for Organizations

Created by ServiceReef Support, Modified on Tue, 07 Mar 2023 at 12:18 PM by ServiceReef Support


Welcome to the Next Steps Network.  If you are a partner organization of the Perspectives Next Step Network, you will need to ensure the following steps have been completed. 

  1. Access link from PNSN - this can will either be emailed to you or you will need to request the link to begin. This special link will automatically connect you with the PNSN. a. NOTE: For any organizations that are currently a ServiceReef client and have a ServiceReef profile, you will need a unique upgrade link. Be sure to clarify with the PNSN the need for the upgrade link vs. the general account creation link. 
  2. Complete Profile - you will need to create a full ServiceReef profile. Be sure to explore these helpful articles to assist you in setting up your account. 
  3. Add Admins
  4. Add Coaches - add your various coaches. This process is explained in the additional articles here.
  5. Add Opportunities
  6. Complete the Next Steps Organizational Assessment

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