Your assigned customer success manager will rely on your preferences as the client regarding which attributes should be accessible on the portal for tasks such as training assignment or reporting. However, it is advisable to refrain from providing any surplus or confidential information( suchs as mobile telephone numbers or DOBs). Typically, a minimum amount of data required to establish an account is limited to the first name, last name, and email address but other useful information that a majority of our clients include are things like Job role/Title, location or line manager.
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