Your OASIS Online Starting Guide

Welcome to OASIS Online!

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

Product Information

What is OASIS Online?- this article explains OASIS Online and compares its features against OASIS Desktop.

OASIS Online Pricing Guide- this article explains our  pricing system.

User Types for OASIS- this article describes user types that control user access to OASIS Online and  OASIS Desktop. 

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

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

Setting Up & Using OASIS Online

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

Setting Up a User- this article explains the user settings required to access OASIS Online.

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 OASIS Online-exclusive feature that allows OASIS Support to access your OASIS Online instance and provide assistance. 

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

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

Customer Portal- this page provides documentation for the Customer Portal, an OASIS Online add-on.

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

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

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 OASIS Online features, general OASIS concepts, and OASIS best practices.

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

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

Video Library- this page provides all our OASIS Online walkthrough videos.