User Setup / Permissions: ONBOARDING

Tailor and manage individual user access within the 24/7 Onboarding system through Account & Settings, allowing administrators to customize task workflows and automation configurations, ensuring a secure and personalized onboarding experience.

Key Takeaways

• Tailor user access in the 24/7 Onboarding system through Account & Settings, enabling administrators to control task workflows and automation configurations.
• Customize permissions for Onboarding Task Workflow Admins and Onboarding Automation users to manage and edit configurations efficiently.
• Ensure changes take effect by logging out and logging back in after adjusting user access settings in the 24/7 Onboarding system.

Click on the links below for more information:

• 24/7 Onboarding Overview
• Create Workflows with Onboarding Tasks
• Talent Onboarding Tasks & Automation
• Create Talent Questionnaires
• Create and use Signature Question Type
• Using the 24/7 ONBOARDING App: Onboarding

• Talent Questionnaires (Web Test) Report
• User Types, Permissions and Access
• Creating and configuring Users

Individual user access

1. Click on Account & Settings
2. Click on your Name
   
   
   
   
3. Go to the 24/7 section
4. Click on the checkboxes for the following
   1. 24/7 Workflow Access: Able to view Automation Rules and Workflow sub-tabs. Also allows users to send Workflows from BOLD.
   2. 24/7 ONBOARDING Task Workflow Admin: Able to create and edit 24/7 ONBOARDING Task and Workflow configurations.
      
      
      
      
5. Click on the Save button
   
   
   
   
6. We recommend logging out and logging back in for the changes to be applied.