> 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/~/changes/mS6jwvARNLHpKqBa4cT9/admin-console/onboard-actions.md).

# Onboard 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 'onboard actions' on the admin console page

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FYxRbnZKhQxCdLRwckLUj%2FOnboard.png?alt=media&amp;token=f5dda15c-e39f-420c-afff-4b7f7ffa73c8" alt=""><figcaption><p>Onboarding options</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%2FMKwiuWxFpJaVFRtfGj7C%2FOnboard2.png?alt=media&amp;token=edf5f6db-2094-442d-8f1b-f52d58103044" alt=""><figcaption><p>Onboarding actions page</p></figcaption></figure>

Click on 'Additional settings' to navigate to the settings page.&#x20;

<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&amp;token=b3191a23-63ba-4c0b-85c2-8c4c05377131" alt=""><figcaption><p>Additional settings option</p></figcaption></figure>

### 1. Manage users&#x20;

It is the user management configuration where you can add/remove users and assign user roles. Clicking on 'Manage' will navigate you to the user management page.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FyA2bdKJnHiIs01vuUBV9%2Fmanage-users.png?alt=media&amp;token=4e4be64e-71eb-4678-80c2-84d53ce4c313" alt=""><figcaption><p>Manage users configuration</p></figcaption></figure>

### 2. Consents

Power BI permission, data flow tracking, and organization group configurations are managed under consent. Clicking on 'Configure' will navigate you to the settings page.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FweUwzuLx8Bxg5QgfG53x%2Fconsent.png?alt=media&amp;token=4e3f4b31-6c02-4f70-a3fc-43853b352919" 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&amp;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&amp;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&amp;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 %}

In the next section, we'll be covering [Enterprise themes.](/~/changes/mS6jwvARNLHpKqBa4cT9/advanced-topics/wrieback-matrix-themes.md)


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