After your migration

Once you've migrated your data into the new version of IRIS Elements, you should complete the following tasks to make sure you get up and running quickly.

• Check your migrated data – make sure that the clients you expect to see are listed in IRIS Elements.

• Sign up for support – you will have received an email inviting you to join the Elements Service Community after completing the migration. Sign up to support so you can raise tickets if you have any issues.

• Add your practice details – add your practice details are up to date.

• Invite other users to the platform – add any additional users to the platform that weren't migrated.

• Set up permissions – assign any necessary permissions if you have multiple users on the account.