Your O4 Starting Guide

Welcome to O4!

A new OASIS experience awaits. The articles below will help you get started. 

O4 Product Information

What is O4?- this article explains O4 features, O4 billing, and O4 add-ons.

 O4 Development Status & Feature Comparison- this article provides the current development status of O4 and a comparison of O4 and Legacy OASIS features.

User Types for OASIS- this article describes User Types that control user access to O4 and Legacy OASIS. 

OASIS Support- this article explains how to contact OASIS support.

OASIS Training- this article explains our training options available for purchase.

Setting Up & Using O4

O4 Base URL and Notification Account Setup- this article explains how to set up your O4 Base URL and Notification Account required for O4.

Setting Up a User for O4- this article explains the user settings required to access O4.

Setting Up Two-Factor Authentication- this article explains how to set up two-factor authentication, a security method that requires two different authentication factors to verify your login.

Generating a Support Token for OASIS Support- this article explains how to create a Support Token, an O4-exclusive feature that allows OASIS Support to access your O4 instance and provide assistance. 

O4 Tiles Overview- this page introduces Tiles, an O4-exclusive automatic reporting feature. 

O4 Conversations- this page introduces Conversations, an O4-exclusive communication feature that provides a platform for direct messaging and phone call logging.

O4 Customer Portal- this page provides setup instructions and an overview of the Customer Portal, an O4 add-on.

O4 Scheduled Reports- this article explains how to create scheduled reports, an O4-exclusive feature that automatically emails saved reports to OASIS users.

JSON API- this article provides an overview of using JSON API calls, an O4-exclusive feature.

O4 Resources

OASIS Monthly Newsletter- stay updated with the latest OASIS news and register for our free quarterly webinars.

OASIS Webinars- this playlist provides recordings of our quarterly webinars focused on O4 features, general OASIS concepts, and OASIS best practices.

Community Boards- our community boards provide a platform for questions, requests, and general discussions.

O4 Help Articles- this page provides all our help articles related to O4.

O4 Videos- this page provides all our O4 walkthrough videos.