Onboard Module

The onboard module allows you to create various onboarding experiences to guide participants.

Accessing the Module

On the left navigation menu, click Onboard. You'll be presented with a quick summary, onboard packages created by the admin, and recently completed onboard packages by participants.

Completing a Package

STEP 1. On the Onboard page, mouse over a package and click Complete.

STEP 2. Click on a card to access and answer the question for that category

STEP 3. Enter your answers in the fields provided. On the last step, click Submit