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Step 4: Soft Release
Updated over a year ago

Now that the content is ready, it's time to invite stakeholders, such as representatives of HR, or other managers, to see Pendant prior to sharing with the company. Take this opportunity to:

  1. Set up other Pendant admins

  2. Invite early feedback

  3. Get comfortable with the software

Who should take part in the soft release?

Don't overthink it, but consider inviting anyone who might spot problems, or act as an advocate for benefits education.

When I invite them, what role or user type should I set them up with?

Reserve the "Admin" user type to members of HR or individuals who will edit content. Everyone else should be invited as "Employee."

What if we want to skip the Soft Release?

That's fine! You can move as quickly as you like.

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