How to start onboarding partners?
This page describes how to onboard a partner in an existing onboarding pipeline. If you haven't created an onboarding pipeline yet, please refer to How to manage onboarding pipelines?
In this article
From the kanban board
In order to start onboarding a partner:
- Open the Partners onboarding page (see: How to view partner onboarding?)
- Select the pipeline you want to onboard the partner into using the top-right dropdown
- Click the Start onboarding button
Search for the partner you want to onboard:
And finally, click the Start button. The partner is automatically added to the first stage.
From the partner's page
You can also onboarding partner directly from the partner's page:
- Open the partner's page
- Click on the Onboarding Tab
- Click on the Start onboarding button
Finally:
- Select the onboarding pipeline the partner must follow
- And press the Start button
The partner is automatically added to the first stage.
It is only possible to start the onboarding from the partner's page if the partner is not yet part of any onboarding pipeline.