- Release Notes
- Getting Started
- Permissions
- Starting as
- Admin Console
- Workspace
- Explore
- Share Idea or Automation
- Dashboards
- My Tasks
- Notifications
- Email Notifications
- Resources
- Process Mining Integration
- Studio Integration
- Task Capture Integration
- Automation Hub - Automation Cloud Integration
- Automation Store
- Additional Resources
FAQ
What is User Onboarding?
A set of dynamic flows integrated with the platform that will guide you through its features and show you how to use them. This is a first-hand experience that gives you an overview of the platform by offering the possibility to actively involve in each action. Its final goal is to make you feel comfortable while using the platform, train you on how to use it and, finally, obtain value from it. To get to this the process has been split into 2 parts:
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Users onboarding – This flow is covering all generic features available for all the users registered in the platform.
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Feature onboarding - As the platform is used in different ways, based on your permissions, the flow will follow the specific features you will be working within your day to day activity. Each activity from the checklist is customized and contains all the steps that you are actively involved in. This is called an experience.
How can I access it?
Click the Get started option that will be displayed as soon as you successfully access the platform. Despite the fact that the flow is being divided, you will experience it as a single flow.
Is it mandatory?
The onboarding flow is not marked as mandatory in the system still, we recommend you follow it as it contains all the needed information to get you comfortable with using the platform features.
Will I receive a certification when I complete it?
No certification is granted after completing the flow.
Can I save my progress?
If you need to interrupt the flow before completing it, your progress will be saved as long as you don’t click the Dismiss button. To continue the flow just click the Get started option. This will be displayed on the platform’s main page after you successfully access it. As soon as you click the button, the system will redirect you to the last completed experience. If you were interrupted in the middle of an experience, the progress you made on that particular experience will not be saved. You will need to retake all the steps specific to that experience. If you click Dismiss the entire flow will be marked as completed.
Support
In case you notice any malfunctioning/bugs during the flow, click Contact us and fill out the form with as many details as possible. Additionally, if you can`t find the answers you are looking for in the FAQ section, be sure to let us know using the same method as above – Contact Us.
