Onboarding actions
Last updated
Last updated
Onboarding actions facilitate admins with a one-page checklist for user management and settings.
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.
A pop-up opens showing the action, status, and description details of the configurations.
Click on Additional settings to navigate to the settings page. These additional settings are explained in this section.
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 page.
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.
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.
You can configure and schedule external destinations such as Teams, OneDrive, SharePoint, and Google Drive.
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.
Another way to access 'Integrations' is to click on 'My profile' and then select 'My Integrations'.
In the next section, we'll be covering Enterprise themes.
