Onboarding Procedures

Establish and customize a streamlined onboarding process for your guests

📄️Guest Onboarding

External User Manager allows you to easily implement Onboarding Procedures that give you the maximum amount of information about Guests and the people inviting them into the organization.

📄️Add Onboarding Media

Onboarding Media allows you to attach a variety of digital information sources to the onboarding portal, which is presented to guests during onboarding. Guests can be prompted to view HTML pages, YouTube videos, or PDF files (and potentially sign them) as part of the Onboarding procedure.

📄️Advanced Onboarding Options

Onboarding Procedures are one of the key pillars of a streamlined Guest Management Infrastructure. The Onboarding Portal serves as the first point of contact for the Guest, allowing them to specify extra information, go through important documents, and watch any videos that you've attached.