# 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="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FOL0R1C7rL2cDa4u4MgZD%2Fimage.png?alt=media&#x26;token=20bd7fca-8711-4a8c-856a-1f3971cbbb73" 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="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F3YFQTlPOCGjJhMg9p0tW%2Fimage.png?alt=media&#x26;token=55214d9b-35d5-486f-920e-dd60555f26b0" 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](settings).

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FwFTv4ctrE1ZvNNKe2q3y%2Fadditional-settings.png?alt=media&#x26;token=b3191a23-63ba-4c0b-85c2-8c4c05377131" 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](user-management) page.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FuFspZZOs5x8O5t8JK8bA%2Fimage.png?alt=media&#x26;token=892f3e81-ce62-4849-bf0b-f6836ad256dc" 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="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FrfUBbtRMFviAFb4I5m6I%2Fimage.png?alt=media&#x26;token=3e7d9540-8aae-443c-b8bd-cac6843175f5" 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="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F55MGlbsLWiMIBkjhn9Ll%2Fwriteback-config.png?alt=media&#x26;token=4b0eaac2-e17f-49e6-8b1e-95c900857a6c" 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="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FgeyJvUN2MI1JRVfz7gNy%2Fintegrations-config.png?alt=media&#x26;token=d54d8f7e-c0a6-4439-86a5-33dfd77e98f1" 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="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2Fa6OxElkdau3NekkcChMx%2Fdisconnect-confirmation.png?alt=media&#x26;token=24fc8457-d47b-4d1e-bb51-caf930e1e4c8" 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 %}
