Progress your way through Business Administrator and then move on to System Administrator.
If you need help or want to provide feedback, please submit a support ticket by clicking on the ‘?’ in the upper-right corner within Satuit and selecting “Submit a Support Ticket”.
Business Administrator
System Administrator
Satuit provides an Online Administrative Training program for firms looking to maximize the value of their Satuit products and learn how to implement our best practices. During these five ONLINE sessions; Best Practices, Data Management & Reporting, System Configuration & User Management, Import Tools, and Workflow & Form Rules; we will discuss the different ways Satuit can be used and configured to help manage your entire client journey.
These are paid classes as part of Satuit’s Certified Administrator curriculum. Before your registration is accepted, you will need to select your certification course options.
Required Classes to Become a Certified Satuit System Administrator:
- Best Practices
- Data Management & Reporting
- System Configuration & User Management
- Import Tools
- Workflow & Form Rules