Role guides
Admin, CSM, Onboarding Manager, Finance, and the customer view.
The Admin's guide to ValueRamp
Master workspace governance, manage team roles and permissions, configure lifecycle automation, and oversee customer accounts as an Admin.
Admin · 5 min readThe CSM's guide to ValueRamp
Manage your client portfolio, prioritize high-risk accounts, track cross-plan deliverables in Tasks, and execute adoption guidance as a CSM in ValueRamp.
CSM · 5 min readYour ValueRamp portal: a guide for customers
Navigate your shared customer portal, review onboarding and project plans, complete assigned action items, and track partnership journey milestones.
Customer · 4 min readThe Finance guide to ValueRamp
Track collections schedules, reconcile payment histories, monitor ARR ledger movements, verify multi-currency FX rates, and process CSM invoice requests.
Finance · 5 min readThe Onboarding Manager's guide to ValueRamp
Run customer implementations from kickoff to go-live: track deliverables across plans in Tasks, clear blocked milestones, and watch go-live dates.
OM · 5 min readView-only access: the stakeholder guide
Using the customer portal with view-only stakeholder access: follow implementation milestones, lifecycle progress and plan timelines.
Stakeholder · 4 min read