Onboardings' settings

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Introduction to onboardings.

‼️Onboardings' settings are currently in beta testing ‼️

Onboarding in Knowork is the new members' registration process after an invitation is sent. Onboardings can be default or fully custom. Default onboardings can be edited to add custom fields, but you can't remove default fields.
 
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Please note that to get access to onboarding settings, you will need to contact our team at help@knowork.co.

Where to find:

  1. Login to operator.knowork.co.
  1. Click the Settings tab on the left sidebar. Then click Onboardings in the dropdown menu to go to operator.knowork.co/settings/onboardings.

Here you can:

  • Choose which onboarding to use by clicking Use Default/Custom onboard experience at the top right of each card.
  • Edit the default onboarding to add custom fields by clicking on any page you want to edit.
  • Create custom onboarding by clicking Add Page and editing them.

Editing default onboarding:

  1. Click on any page you want to edit in the Default Onboarding card. (User Details, Company Information...)
  1. Locate All Fields on the left.
  1. Click and drag to the right any custom field you want to add.
  1. Click on the six dots icon and drag to change the field's position.
  1. Click on the grey pencil icon to edit the field. (Enter Placeholder text, make the field mandatory)
  1. Click Save Changes at the bottom right.

Creating a custom onboarding:

  1. The basic profile page is created by default. You can edit it by following the steps listed above.
  1. Click Add Page at the bottom left of the card.
  1. Enter the page's Title.
  1. Click Create Onboarding at the bottom right.
  1. Locate All Fields and click on the fields you want to add to the page.
  1. Click on the six dots icon and drag to change the field's position.
  1. Click on the grey pencil icon to edit the field. (Enter Placeholder text, make the field mandatory)
  1. Click Save Changes at the bottom right.
 
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To remove the custom field from the onboarding page, click recycle bin icon on the custom field.

Deleting a custom onboarding page:

  1. Locate the Custom Onboarding Experience card.
  1. Locate the page you want to delete.
  1. Hover the mouse cursor on the page, and then click the recycle bin icon on the right.
  1. Click Delete Page in the pop-up.
 
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For more information about custom fields, please click here.
 

If you have questions, please get in touch with our team at help@knowork.co. Or click the question mark icon at the bottom right and fill out a ticket.