This feature allows Company administrators to create and manage Onboarding user dashboards and rules.
This article contains the following Topics
Create an Onboarding Dashboard and Rule
1. Navigate to Administration > Onboarding > Onboarding Dashboard Settings.
2. Click Add Rule.
3. Fill out the required details.
Title: The title of your dashboard.
User as Default: Select Yes if you wish for this dashboard to be the default that onboarding users will see when signed in.
Dashboard: Leave [Create New Dashboard] populated if you are creating a brand new dashboard. Choose another dashboard from the dropdown if you would like to connect this new rule to an existing dashboard.
4. Click Save.
Manage a Dashboard Rule
1. Navigate to Administration > Onboarding > Onboarding Dashboard Settings.
2. From the list of rules you can perform the following on a rule:
Edit: Make changes to the rule title, nominate the rule as default or change which dashboard the rule is connected to.
Delete: Delete the rule from the list.
⚠️ | You cannot delete a rule that is currently set as default. Please set another rule as the default and then select delete for the rule you wish to remove. |
Copy: Make a copy of the rule.
Edit Dashboard settings
1. Navigate to Administration > Onboarding > Onboarding Dashboard. This will open the current default dashboard.
2. Click Dashboard Settings in the top right of the screen.
3. Here you will be able to make changes to Title or the Layout of the dashboard.
3. Click Save Changes.
Add Widgets to a Dashboard
To add widgets to your dashboard
1. Navigate to Administration > Onboarding > Onboarding Dashboard Settings.
2. Search for the dashboard using the search bar in the top right of the screen.
3. Click View.
4. Click Add Widget in the top right of the screen.
5. Click Add next to the widget you wish to create.
6. For details on how to configure specific widgets please visit the Dashboard & Widget section of the Help Centre.