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Linchpin Onboarding

Let your users personalize their experience in just a few clicks.

Welcome to Linchpin Onboarding!

This guide was created to help you with the setup of Linchpin Onboarding. See what can be configured and how you can do it.

For more information, be sure to view the Linchpin Onboarding documentation.

Installation & licensing

Please refer to Atlassian's installation instructions: 

Installation via the Universal Plugin Manager

Step-by-step instructions

  1. Log in to your Confluence instance as an administrator.

  2. Open the Confluence general administration.
    1. Click on the Find new apps link in the sidebar.
  3. Enter "Linchpin Intranet Suite" in the search field (marked by the text "Search the Marketplace"), then press Enter.
  4. Click on "Free trial" to test the app for 30 days, or click on "Buy now" if you want to purchase a license for Linchpin Intranet Suite.
  5. You'll be prompted to register for or log into MyAtlassian.
  6. Linchpin Intranet Suite will be automatically downloaded and installed after you log-in.

Linchpin Onboarding is part of the Linchpin Intranet Suite and can't be bought separately.

Activate the onboarding assistant.

Navigate to Confluence administration → Linchpin Manager → Onboarding Configuration.

Activate the onboarding module.

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, too, activate the Show onboarding assistant for new and existing users checkbox.

At the end, click on the Save button.

Once a user has finished the onboarding, they will not see it again.

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.

This page was last edited on 10/13/2022.