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  • Meet regularly with our Momentus Customer Success Manager and will share updates, features, and insights

  • Learn product features and provide examples of how Org Admins can implement them in their orgs

  • Offer best practices and ideas to solve complex business requirements using Momentus

    • For example, creating views that use formula fields, customizing dashboard for different audiences, adding or editing User Roles, implementing workflows and resource management.

  • Offer ways orgs can expand their use of Momentus and get the most value out of the software

  • Provide escalated support for user and software issues

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  • Please utilize the Org Admin checklist to assist you in managing your org and onboarding new departments.

  • This file documents most of the items needed to have your organization at a functional level.

  • You can download it here.

Org Admin Reminders

Momentus Office Hour

  • Beginning in January 2025,  a series of Monthly Standing Office Hours will be open for the Org Admins.

    • This meeting is not mandatory, but we will be covering the roadmap and answering questions that you might have.

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