Onboarding settings

To further customize the onboarding experience for your users, you can change the title and description on various pages shown to your users when they join Haiilo or add your custom privacy policy to your onboarding flow. 

To find the Onboarding settings in Haiilo, navigate to Administration > Settings > Onboarding settings. All settings set here are valid for the whole company Haiilo domain, as the onboarding pages are the same for all your users.

For each page, you can use Haiilo's default or create custom ones.

Welcome page

Every user that joins Haiilo is presented with the 'Welcome' page. This is the first page shown to users when they join. The default page says:

Screenshot_2022-08-03_at_14.53.18.png

The "Support" part is taken from the name you've input in the General settings in your Haiilo platform

If you use a custom welcome page, you can set a custom title of at max. 40 characters and a description of at max. 128 characters.

Below you'll see an example of how the page can look when updated:

wow.png

Group page

If your company allows its users to select their group on Haiilo, each user that joins Haiilo is presented with the 'Select group' page. The default page says:

Screenshot_2022-08-03_at_14.53.26.png

If you use a custom group page, you can set a custom title of at max. 40 characters and a description of at max. 128 characters.

Below you'll see an example of how the page can look when updated:

wow.png1.png

 

Team page

If your company allows its users to select their team(s) on Haiilo, each user that joins Haiilo is presented with the 'Select team' page. The default page says:

Screenshot_2022-08-03_at_14.53.36.png

If you use a custom team page, you can set a custom title of at max. 40 characters and a description of at max. 128 characters.

Below you'll see an example of how the page can look when updated:

1wow.png

If you allow users to select two teams, the title and description you set are used on both pages. 

Privacy policy page

For the Privacy policy page, you are able to add a custom privacy policy that users will have to agree to alongside Haiilo's terms of service and privacy policy.

In the onboarding settings, simply include the link to the privacy policy and the text you want to use to describe the policy. It will be displayed like this:

wow.png

When you save the edits to the privacy policy, there are two 'Save' buttons to choose from:

  • If you only want to save the changes so that new users have to approve to your company's privacy policy, choose the 'Save'-button
  • If you want to save so that new users but also all your existing users have to reapprove all terms of service and privacy policies the next time they log in, choose the 'Save and request reapproval'-button. 

If you require a fully customized onboarding page for your privacy policy with your own description and link, please reach out to your Haiilo Customer Success Manager for assistance.

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