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 |