Onboarding Settings
Overview
Section titled “Overview”Onboarding Settings allow Tenant Admins to configure the guided setup experience presented to new users when they first log into the portal. This includes welcome messages, setup checklists, and feature tour configurations.
Access & Permissions
Section titled “Access & Permissions”| Role | Access Level |
|---|---|
| Tenant Admin | Full access |
| Account Admin | No access |
| Super User | No access |
Visibility Conditions
Section titled “Visibility Conditions”Hidden for System Admins. Only available in standard (non-system) tenants.
Key Features
Section titled “Key Features”- Welcome Message — Define a custom welcome message displayed to users on their first login.
- Onboarding Checklist — Configure a list of setup tasks (e.g., “Complete your profile”, “Connect your first integration”) that guide new users through initial configuration.
- Feature Tours — Enable or disable guided product tours for specific portal sections.
- Skip Option — Control whether new users can skip the onboarding flow entirely.
- Re-trigger Onboarding — Reset a user’s onboarding state to re-display the flow on next login, useful after major platform updates.
:::tip TODO
- Add screenshots of the onboarding checklist configuration form.
- Provide best-practice recommendations for onboarding checklist content.
- Document how to re-trigger onboarding for a specific user. :::