Onboarding
Configure the team and client onboarding experience
Onboarding
Set up onboarding experiences for your team and clients.
Team Onboarding
- Services extraction (optional)
- Branding extraction and asset upload
- Team invitations and setup checklist
Configure in Workspace Settings
- Go to Workspace Settings > Onboarding
- Adjust steps and content
- Upload onboarding documents (downloadable by clients)
- Preview onboarding
- Save changes
Client Onboarding
- Welcome flow after first login
- Optional steps and documents
- Skippable when appropriate
Best Practices
- Keep steps short and clear
- Provide reference documents
- Use your branding for consistency