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Team & Clients Management

Last Update 6 months ago

Onboarding Adding Clients Files Roles And Permissions Client POV

Onboarding

Paulina

Last Update 6 months ago

Roles That Can Create Onboarding Cards: Admin, Owner

How To Create An Onboarding Card?

To create an onboarding card:


1. Select Client portal from the left side-panel and choose the Onboarding tab from the drop-down menu,

2. On the new page, select the "Create onboarding" button in the top right corner,

3. On the new page, fill out the "Onboarding name" field,

4. Tick the "Show the onboarding card only to clients who bought specific service(s)" box if you want to restrict the onboarding card visibility. Then, select which services the onboarding card should apply to,

Leave the box unchecked to make it visible to all clients.
5. Next, select the layout of the onboarding card by clicking on it,
6. Enter a welcome message and format it to your liking, using bold, italics, strikethrough, bullet points, ordered lists, and quotes. You can also include links,
7. Then, either drop any files you'd like to share in the field below or select the "browse files" link to start an upload,

Allowed files are images, text, audio, and video files. Maximum allowed size per file is 1MB.

8. Below, upload a featured image by selecting "Upload image". You can remove it by selecting "Remove image",

Allowed formats are: JPG, PNG, and GIFs. The maximum dimensions are 2560x2560px, while the maximum allowed size is 1MB.

9. Add a checklist for your clients to tick off. To add a new item, select the "Add new task" below the checklist. In the new field, enter the task message, attach any files, and add a featured image,

10. Lastly, you can either save the onboarding card by selecting the "Save" button in the top right corner or preview the card by selecting the "Preview" button.

To see the onboarding card from a client's perspective, use the impersonation feature.

How To Manage Your Onboarding Card?

To see all your created onboarding cards, select Client portal from the left side-panel and choose the Onboarding tab from the drop-down menu. 

On the new page, you'll find a table with all your onboarding cards. The table consists of the following columns:

1. Name: the title of the onboarding card that will be shown as a heading,

2. Restrictions: the services the onboarding card is assigned to. If no services were picked, you'll see "Visibile to all",

3. Created at: the date of when you created the onboarding card,

4. Visibility: toggle the button to either show or hide the onboarding card on your clients' dashboards,

5. Actions: select the eye, dust bin, square, or pen icon to either preview, delete, duplicate, or edit the onboarding card.

Below the table, you can also change the number of onboarding cards that will be shown on the table. You can switch between 10, 25, and 50 cards per page.

Client POV

All onboarding cards will be shown on clients' dashboards. If there are more than one onboarding card, the newest ones will be on top.
Clients can:

1. Preview uploaded files,

2. Download uploaded files,

3. Tick off items of the checklist,

4. Move the onboarding card to the bottom,5. Close the onboarding car to hide it permanently.

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