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:

 

 

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 ONBOARDING Task Workflow Admin: Able to create and edit 24/7 ONBOARDING Task and Workflow configurations.
    2. Onboarding Automation: Able to create and edit Onboarding Automation configurations.



  5. Click on the Save button



  6. We recommend logging out and logging back in for the changes to be applied.

 

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share