> ## 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.

# Onboarding Settings

> Configure templates, pages, forms, checklists, portals, and PSA defaults for client onboarding

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.

<Note>
  Client onboarding must be enabled at the tenant level before these settings appear. Contact your account administrator to enable it.
</Note>

## Accessing Onboarding Settings

Navigate to **Settings > Onboarding**. The settings area has these 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, 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](/user-guides/client-onboarding/templates) for detailed instructions on building templates.

### 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](/user-guides/client-onboarding/managing-portals) for the full portal lifecycle.

### 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](/user-guides/client-onboarding/pages).

### 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](/user-guides/client-onboarding/forms).

### 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.

### 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.

<Note>
  The **PSA Projects** tab appears only when a PSA integration (Halo PSA, ConnectWise, or Autotask) is active.
</Note>

## 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

<CardGroup cols={2}>
  <Card title="Client Onboarding Overview" icon="clipboard-check" href="/user-guides/client-onboarding/index">
    Complete overview of the onboarding system
  </Card>

  <Card title="Templates Guide" icon="copy" href="/user-guides/client-onboarding/templates">
    Detailed guide to building onboarding templates
  </Card>

  <Card title="Client Pages" icon="book-open" href="/user-guides/client-onboarding/pages">
    Reusable client-facing reference pages
  </Card>

  <Card title="Onboarding Forms" icon="clipboard-list" href="/user-guides/client-onboarding/forms">
    Structured forms with field mapping
  </Card>

  <Card title="Managing Portals" icon="bars-progress" href="/user-guides/client-onboarding/managing-portals">
    Launch, track, and complete onboarding portals
  </Card>
</CardGroup>