The onboarding settings area is where you build and manage onboarding templates, checklist templates, and configure portal defaults.Documentation Index
Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
Use this file to discover all available pages before exploring further.
Client onboarding must be enabled at the tenant level before these settings appear. Contact your account administrator to enable it.
Accessing Onboarding Settings
Navigate to Settings > Onboarding. The settings area has two tabs:Templates Tab
Manage your onboarding templates:- View all templates with name, description, phase count, and task count
- Create new templates with the template builder
- Edit existing templates to update phases and tasks
- Duplicate templates to create variants
- Archive/unarchive templates to manage your library
- Import/export templates as JSON for backup or sharing
Checklists Tab
Manage reusable checklist templates:- Create checklists with named items that can be attached to any task
- Edit checklist items — add, remove, or reorder items
- Archive checklists you no longer need
Permissions
| Permission | Capability |
|---|---|
read_settings_onboarding | View templates, checklists, and onboarding settings |
write_settings_onboarding | Create, edit, and manage templates and checklists |
manage_settings_onboarding | Full administrative access to onboarding settings |
Related Resources
Client Onboarding Overview
Complete overview of the onboarding system
Templates Guide
Detailed guide to building onboarding templates