New User Guide: Basic Users

A first look and Setup Guide for new users in the Basic User role

Written by Lydia Olu-Harding
Updated over a week ago

Welcome to Qualio!

This is your first step to learning your new cloud-based Quality Management System (e-QMS). This guide will introduce you to Qualio as well as detail what first steps to take as a new user.

First, take a minute to watch the Video Guide below so you can better understand your role and what features you’ll be able to see and use as a Basic user.

Step 1: Account Setup

When you are added as a user, you’ll receive an email inviting you to set up your Qualio account. Click the link in the email. Next, complete the simple form:

  • Your name (as you want it displayed in Qualio)

  • Your company email address

  • A new password (must contain at least eight characters, one uppercase letter, and one numeral). This password will be part of your digital signature.

Step 2: Log In to Qualio

Open a web browser and go to If Single Sign-On is enabled for your organization, sign in with SSO/SAML. Otherwise, use your newly created password to log in.

If you’ve forgotten your password, use the Forgot Password? link.

Before moving onto Step 3, bookmark for quick access next time!

Step 3: Take a Look Around

Now it’s time to explore the different features of your e-QMS.

  1. Dashboard: Your dashboard is a quick way to see your outstanding actions. These could be training that needs to be completed, or Open events and event tasks.

  2. Org Selection: From this dropdown, you can select to work in your sandbox or production environment.

  3. Settings: Update your personal Account Settings like Timezone. Also where you are alerted to product changes.

  4. Support & Help: You can get help by clicking the question mark button. This will give you access to our Help and Support centers. We’re always available to answer your questions, provide support and give advice.

  5. Documents, Training, & Events: We’ll discuss these in greater detail below.

Note: If you logged into Qualio for the first time using Single Sign On (SSO), click the gear icon to navigate to Your Account Settings and set your timezone.

Step 4: Explore the Documents Library

Qualio provides a digital repository for your entire documentation stack. Your organization’s documents are standardized with templates, while compliance is automated with lifecycle management and e-signatures.

The Documents Library displays all currently effective documents for your organization. Because this can be an overwhelming list of documents, use the Tag filter or search bar to look for specific documents.

Step 5: Explore Your Training Overview

With Qualio’s e-QMS, admins can easily assign training based on roles and responsibilities, so you may already have training assigned to you! Automatic emails and reminders will be sent to users when a document is ready for training, all in an effort to ensure organizations stay compliant.

To complete training:

  1. Click the item from the Training tab

  2. Thoroughly read the entire document

  3. Complete the assessment

  4. Lastly, signoff using your email and Qualio password as your digital signature

To learn more about Training in Qualio, go here.

Step 6: Explore Events

Because quality teams need established and controlled procedures for detecting and stamping out defects and weaknesses, the Events module allows you to:

  • Log newly identified quality events

  • Complete actions to resolve events

  • Assign actions to other team members to complete

  • And sign-off team member actions

When you click Events, you'll be directed to a page displaying all open events and available filters. (Events can also be quick-created from the Dashboard.)

For more information about Quality Events, start here.

Next Steps

Once you’ve completed the recommended steps in this article, our advice is to begin completing your assigned training. This will allow you to become more familiar with the Documents and Training modules.

You can also register for upcoming webinars or view recordings of previous webinars here.

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