The onboarding assistant helps users to get started with Linchpin.

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.

As soon as the Linchpin Onboarding is installed, it suppresses the default Confluence Onboarding screens.

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, 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).

Fields marked with an asterisk (*) are required and can not be left out.

Currently, the profile field types user input and date input are not supported by the onboarding assistant.

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 content was last updated on 11/03/2022.

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