Onboarding Settings

The onboarding settings area is where you build and manage everything reusable in client onboarding — templates, client pages, forms, checklists — and where you review portals and set PSA defaults.

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Accessing Onboarding Settings

Navigate to Settings > Onboarding. The settings area has these tabs:

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Templates Tab

Manage your onboarding templates:

• View all templates with name, description, phase count, and task count
• Create new templates with the template builder, the AI designer, or a CSV import
• Edit existing templates to update phases, tasks, pages, and dates
• Duplicate templates to create variants
• Archive/unarchive templates to manage your library
• Import/export templates as JSON (updates in place) or CSV (creates a new template)

See the Templates guide for detailed instructions on building templates.

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Portals Tab

A centralized list of every onboarding portal across all companies, grouped by company. Filter by All, Active, Draft, Finished, or Archived. Select a portal to see its tasks, documents, contacts, and pages at a glance, and to Open it, Archive/Restore it, Delete it, or preview it with View as. See Managing Portals for the full portal lifecycle.

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Pages Tab

Build and manage Client Pages — reusable, client-facing reference pages (welcome notes, support instructions, security FAQs) that you attach to templates and that clients read inside their portal. Pages are unified with your Documentation Hub. See the Client Pages guide.

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Forms Tab

Build reusable Onboarding Forms with typed fields, and optionally map their answers into Hudu or IT Glue. Forms attach to tasks in the template builder. See the Onboarding Forms guide.

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Checklists Tab

Manage reusable checklist templates:

• Create checklists with named items that can be attached to any task
• Generate items with AI or import a pasted list
• Edit checklist items — add, remove, or reorder items
• Archive checklists you no longer need

Checklists are attached to tasks in the template builder and appear as checkable sub-items during onboarding.

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PSA Projects Tab

Set tenant-wide defaults for linking onboarding portals to your PSA — auto-create tickets, status sync, default billable, and per-provider board/priority/status/type defaults.

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Permissions

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Related Resources