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  1. Inreach Solutions
  2. Getting Started

Getting Started

If you're a new SAM user or admin, this is the place to start!

A Tour of SAM

  • Log in & change your password | Add a Person Record
  • 1.) SAM Overview and Terminology
  • 2.) Getting Data Into SAM : Records, Cases & Connections
  • 3.) Communications, Templates & Email Settings
  • 4.) Documents & Checklists
  • 5.) Getting Data Out of SAM with Reports
See all 7 articles

SAM Implementation Success Guides

  • Supporting a successful implementation of SAM
  • 1) Ready to get started? Let's talk about data.
  • 2) Focus your priorities
  • 3) Define your process
  • A family case process in SAM
  • 4) Systems Thinking
See all 9 articles

Support Tickets, User Tracking & Monthly Billing

  • Track and Manage Users
  • View Monthly Billing Charges
  • Submitting & Viewing Support Tickets

FAQ & General Troubleshooting

  • Editing a field title across SAM: family case record
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