> For the complete documentation index, see [llms.txt](https://docs.inforiver.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inforiver.com/admin-console/onboarding-actions.md).

# Onboarding actions

Onboarding actions facilitate admins with a one-page checklist for user management and settings.&#x20;

With onboard actions, you can configure and manage necessary configurations such as user management, consents, writeback/sync, and integrations settings in a single click.

Select **Onboarding Actions** on the workspace console.

<figure><img src="/files/uvceQFipbD4BSnuM6mKp" alt=""><figcaption><p>Onboarding Actions</p></figcaption></figure>

A pop-up opens showing the action, status, and description details of the configurations.

<figure><img src="/files/Bl1aFWgBbm1Oh83hHzq9" alt=""><figcaption><p>Onboarding actions page</p></figcaption></figure>

Click on **Additional settings** to navigate to the settings page. These additional settings are explained in [this section](/admin-console/settings.md).

<figure><img src="/files/gWM8D4FHlt8TkGLVXI8l" alt=""><figcaption><p>Additional settings option</p></figcaption></figure>

### 1. Manage users&#x20;

This option is for user management configuration where you can add/remove users and assign user roles. Clicking on **Manage** will navigate you to the [user management](/admin-console/user-management.md) page.

<figure><img src="/files/BM6Z8fYeAbi5zSpkGaKc" alt=""><figcaption><p>Manage Users</p></figcaption></figure>

### 2. Consents

Power BI permissions, data flow tracking between InfoBridge and Inforiver, and organization group configurations are all managed with consent under this section. Clicking **Configure** will take you to the appropriate settings page and enable the permissions.

<figure><img src="/files/EEvdYd9yeSm3HOf5YKxb" alt=""><figcaption><p>Consents configuration</p></figcaption></figure>

### 3. Writeback/sync

You can configure the database connections and writeback destinations in a single click. Clicking on 'Configure' will navigate you to the settings page where you can do the additional settings.

<figure><img src="/files/rYyB8PHsh8I57rYLnCuX" alt=""><figcaption><p>Writeback configuration</p></figcaption></figure>

### 4. Integrations

You can configure and schedule external destinations such as Teams, OneDrive, SharePoint, and Google Drive.&#x20;

<figure><img src="/files/pgGRBn3kPHEmo16fkTw8" alt=""><figcaption><p>Integration configuration</p></figcaption></figure>

If you try to disconnect the integrations,  a pop-up opens with a warning message showing the list of schedules linked with it. Click 'Ok' to confirm disconnection.

<figure><img src="/files/3M1salvGXgeheK1SXrI0" alt=""><figcaption><p>Disconnect integrations modal</p></figcaption></figure>

{% hint style="info" %}
Another way to access 'Integrations' is to click on **My profile** and then select **My Integrations**.
{% endhint %}


---

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