Before day one, provide secure access, a welcome note from leadership, a short origin story, and a two-minute walkthrough of the workboard. Ship a checklist, preferred file naming, and escalation paths. Remove fear by clarifying expectations, boundaries, and who answers what, when, and where.
Give a focused tour of core tools, prebuilt templates, and shared libraries using brief screen recordings and annotated screenshots. Pair every click with purpose, a risk to avoid, and a quick win to achieve. End with a two-question check for comprehension and comfort.