--- title: Onboarding Checklist description: Welcome to Pathwave! This onboarding checklist will guide you through the basics of setting up your Pathwave account. Follow these steps to ensure you have everything configured correctly to get started. --- [Skip to content](https://support.pathwave.com/onboarding-checklist#main-content) English Show submenu for translations [Submit a Support Ticket](https://support.pathwave.com/kb-tickets/new?hsLang=en) [![100066\_PathWave\_Logo\_Update\_NoTag\_CMYK-3](https://support.pathwave.com/hs-fs/hubfs/100066_PathWave_Logo_Update_NoTag_CMYK-3.png?width=180&height=39&name=100066_PathWave_Logo_Update_NoTag_CMYK-3.png)](https://support.pathwave.com?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit a Support Ticket](https://support.pathwave.com/kb-tickets/new) - Go to pathwave.com Go to pathwave.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Pathwave Knowledge Base](https://support.pathwave.com/?hsLang=en) 2. [Onboarding & Getting started](https://support.pathwave.com/onboarding-getting-started?hsLang=en) # Onboarding Checklist ## Welcome to Pathwave! This onboarding checklist will guide you through the basics of setting up your Pathwave account. Follow these steps to ensure you have everything configured correctly to get started. - [**Access Pathwave**](https://support.pathwave.com/onboarding-checklist#AccessPathwave) - [**Portal Configuration**](https://support.pathwave.com/onboarding-checklist#PortalConfig) - [**Create User Accounts**](https://support.pathwave.com/onboarding-checklist#CreateUserAccount) - [**Create Test Job**](https://support.pathwave.com/onboarding-checklist#CreateTestJob) --- #### **Access Pathwave** - **[Download the Pathwave App](https://support.pathwave.com/hc/en-us/articles/360058789591?hsLang=en)** - **[Access the Pathwave Portal](https://portal.pathwave.com/auth/login)** - **Register in the [Pathwave App](https://support.pathwave.com/hc/en-us/articles/9956118119309?hsLang=en) / [Pathwave Portal](https://support.pathwave.com/hc/en-us/articles/360058291792?hsLang=en)** - **[What is my Partner ID](https://support.pathwave.com/hc/en-us/articles/360058769831?hsLang=en)** --- #### **Portal Configuration** - **General Setup** - [Create Regions / Offices](https://support.pathwave.com/creating-regions-and-offices-in-pathwave?hsLang=en) - [Create Personnel Positions](https://support.pathwave.com/hc/en-us/articles/5323603906189?hsLang=en) - [Add Customer Information](https://support.pathwave.com/hc/en-us/articles/360058291812?hsLang=en) - **Safety Track** - [Review Safety Forms](https://support.pathwave.com/reviewing-forms-in-pathwave?hsLang=en) - [Review and Update Safety Tasks](https://support.pathwave.com/adding-job-tasks-to-a-jsa-in-pathwave?hsLang=en) - [Review / Update Certification Types](https://support.pathwave.com/hc/en-us/articles/360058291752?hsLang=en#h_01F1ABJS1WJMCZWQGPBN7PDF71) - [Assign Required/Alternate Certs to Personnel Positions](https://support.pathwave.com/hc/en-us/articles/5323603906189?hsLang=en) - [Identify Integration Requirements (Safety LMS)](https://support.pathwave.com/pathwave-safety-lms-integration?hsLang=en) - **COP Track** - [Create Primary & Site Owner Photo Lists](https://support.pathwave.com/hc/en-us/articles/4405097240717?hsLang=en) - [Review Fillable Documents](https://support.pathwave.com/reviewing-forms-in-pathwave?hsLang=en) --- #### **Create User Accounts** - [Review System Roles / Permissions](https://support.pathwave.com/hc/en-us/articles/360058293072?hsLang=en) - [Create User Accounts](https://support.pathwave.com/hc/en-us/articles/360058291772?hsLang=en) - [Load Certifications](https://support.pathwave.com/hc/en-us/articles/360058291752?hsLang=en) --- #### **Create Test Job** - [Create Job](https://support.pathwave.com/creating-a-job-in-pathwave?hsLang=en) - [Understand Job Statuses](https://support.pathwave.com/hc/en-us/articles/4423445478669?hsLang=en) - [Identify Additional Job Fields](https://support.pathwave.com/creating-additional-job-fields-on-the-job-details-page?hsLang=en) - [Add Reference & Fillable Documents](https://support.pathwave.com/hc/en-us/articles/4424425766925?hsLang=en) - [Create Primary COP Folder templates](https://support.pathwave.com/creating-folder-structure-templates-in-primary-cop-or-site-owner-cop?hsLang=en) - [Manage Default Closeout Options](https://support.pathwave.com/generating-a-primary-or-site-owner-closeout-package-cop-in-pathwave?hsLang=en) --- #### **Summary** This checklist covers the essential steps to set up and customize your Pathwave account. While the onboarding checklist provides a generic guide, we encourage you to partner with your dedicated [Customer Success Manager](https://meetings.hubspot.com/allison-aten?uuid=d1616378-c782-4a88-8916-a1e518d7d4e7) to tailor your portal to your specific needs.  Following these steps will ensure you are ready to utilize Pathwave effectively. If you have any questions or need further assistance, please contact our [support team](mailto:support@pathwave.com). **Welcome aboard, and we look forward to helping you succeed with Pathwave!**   [![](https://support.pathwave.com/hs-fs/hubfs/100066_PathWave_Logo_Update_NoTag_CMYK.png?width=1553&height=339&name=100066_PathWave_Logo_Update_NoTag_CMYK.png)](https://www.pathwave.com/) Pathwave Help Center [support@pathwave.com](mailto:support@pathwave.com)  218-353-1910 Copyright © 2025 Pathwave