Onboarding

Provider setup checklist and safe activation workflow.

Provider: DCME Provider 001

Owner
Authenticated User

Provider onboarding control

A simple setup checklist for bringing providers into DCME without exposing technical complexity. This page is guidance only and does not send customer messages.

Provider: DCME Provider 001 Provider ID: 1 Period: 2026-05-01 to 2026-05-06 Setup checklist NO LIVE CUSTOMER MESSAGES

Provider connection

Review

Confirm the provider is connected to the correct POS database and the dashboard can read live data.

Open

Business truth check

Core

Confirm dockets, payments, outstanding amounts and GST logic match the selected period.

Open

Provider dashboard

Core

Review the main provider snapshot and owner-facing alerts before moving into automation.

Open

Marketing safety

Safety

Check SMS consent, campaigns and Send Engine TEST mode before any live customer communication.

Open

Automation control

Controlled

Confirm automation remains manual unless the provider has approved queueing and execution settings.

Open

Training

Training

Open the training hub so providers can follow the correct DCME workflow.

Open

Activation order

Use this order when bringing a provider live.

  1. Confirm provider database connection and POS table visibility.
  2. Confirm Business Truth numbers for the selected date range.
  3. Confirm provider dashboard alerts and owner snapshot.
  4. Check SMS consent and Send Engine TEST mode.
  5. Enable LIVE workflows only after explicit approval.

DCME safety standard

Provider owners stay in control. DCME identifies, explains, alerts and prepares recommendations.

  1. No automatic customer communication from onboarding.
  2. No provider business logic changes from this page.
  3. TEST mode before LIVE mode on all messaging workflows.
  4. Use global sidebar navigation only.
  5. Keep wording simple, Australian and business-first.