What is the onboarding assistant?

The onboarding assistant helps users to get started with your system. You can configure multiple modules and allow users to quickly upload a picture, subscribe to news and fill out their profile right after their login.

NEW IN 2.1 Linchpin Onboarding is compatible with Confluence’s Dark Mode. Yay! 🥳

Where to find the onboarding configuration

Navigate to Confluence administration → Linchpin Suite → Onboarding Configuration.

Activate the onboarding assistant

Activate the Activate Onboarding Assistant slider button (if the button is green, the assistant is active).

Per default, the onboarding assistant will only be displayed to new users.

If you wish to enable the onboarding assistant for existing users as well activate the Show onboarding assistant for new and existing users checkbox. Activating this feature will provide an onboarding assistant not only to new but also existing users, who have not gone through their onboarding process yet.

At the end, click on the Save button.

Configure the modules for the onboarding assistant

Click on the Edit button to edit the welcome message. Enter the message you want to display.

The welcome message consists of two parts: a headline and subtext.

In the Add module section, select a module from the drop-down list and click on the Add button.

Click on the Edit button to enter the name of the module, a headline and a subline.

Some modules will require you to specify spaces (the news module) or profile fields (the user profiles module).

Repeat this step for as many modules as you wish.

Position the modules

To position the modules within the onboarding assistant, use the arrow buttons to the right side.