Onboarding settings

To customize your users' onboarding journey, you can change the title and description of various pages shown to them when they join the platform or add your custom privacy policy to your onboarding flow. You can find these settings in Haiilo in Administration > Settings > Onboarding settings.

Onboarding settings apply to the entire platform, as all users see the same onboarding pages. You cannot define different pages for different groups.

Welcome page

Every user who joins Haiilo is greeted with the Welcome page, which is the initial page displayed upon joining. The default page contains the text shown in the below screenshot. "Your Company Name" is replaced by the name you've input in the General settings on your platform.

You can customize your welcome page by setting a personalized title of up to 40 characters and a description of up to 128 characters. 

welcome.png

Group page

If your platform allows users to choose their group, each user who joins will see the Select Group page. You have the option to change the title and description to a custom title with a maximum of 40 characters and a description with a maximum of 128 characters.

group.png

 

Team page

If your platform allows users to choose their team(s), each user who joins will see the Select Team page. You have the option to change the title and description to a custom title with a maximum of 40 characters and a description with a maximum of 128 characters. If you allow users to select two teams, the same title and description are used on both pages. 

team.png

Privacy policy page

For the Privacy policy page, you can link to a custom privacy policy that users will have to agree to alongside Haiilo's terms of service and privacy policy. Simply add the link to the privacy policy and the text you want to use to describe the policy. It will be displayed like this:

pp tos.png

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

  • Save: Select to save changes for new users to approve your company's privacy policy. Existing users won't be asked to repprove.
  • Save and request reapproval: Select to save the privacy policy changes so that both new and existing users need to reapprove all terms of service and privacy policies the next time they log in.

If you require a fully customized terms of service and privacy policy page, please contact your Customer Success Manager from Haiilo for assistance.

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