Onboarding actions

One-page checklist for user management and settings by Admins.

Onboarding actions facilitate admins with a one-page checklist for user management and settings.

With onboard actions, you can configure and manage necessary configurations such as user management, consents, writeback/sync, and integrations settings in a single click.

Select Onboarding Actions on the workspace console.

Onboarding Actions

A pop-up opens showing the action, status, and description details of the configurations.

Click on Additional settings to navigate to the settings page. These additional settings are explained in this section.

Onboarding actions page

1. Manage users

This option is for user management configuration, where you can add/remove users and assign user roles. Clicking on Manage will navigate you to the user management page.

Manage Users

2. Consents

All organizational group configurations are managed with consent under this section. This is configured by the authorised organizational Admins.

Consents configuration

3. Writeback/sync

You can configure the database connections and writeback destinations in a single click. Clicking on 'Configure' will navigate you to the settings page where you can do the additional settings.

Writeback configuration