Admin & User Onboarding Tasks

Steps to help user understand how to best-use the features of the app

Goal is to breaking down all relevant tasks that the user needs to ensure maximum usage

Login Spotlight Pop-up

Overviews what the platform does

Different for different roles

Opens as soon as the user

Loan Officer

Manage recipients & tag them

Order gifts for recipients

Track gifts

Let’s Get Started[ Take the Platform Tour ] Skip the Tour

Admin

See trends and activity through your account

Add users and set permissions

Manage orders across the organization

Preserve brand & legal compliance

Let’s Get Started[ Take the Platform Tour ] Skip the Tour

Product Walkthrough

Highlights each tool of the platform

There is a link for ‘Product Tour’ in the profile dropdown

Each step includes a small ‘End Tour’ in the bottom right corner to close the tour

Each step includes a small ‘X’ icon in the top right corner to close the tour

Different for different roles

Loan Officer

Take the user to Recipient Management

highlight the recipient management link in the sidebar (hover css)

make the flyout pointing to the nav (like the above image)In the Recipient Management hub you can import, manage, and send gifts your recipients.

Take the user to Order Management

highlight the order management link in the sidebar (hover css)

make the flyout pointing to the nav (like the above image)

In the Order Management hub you can manage and track your gifts.

Admin

Take the user to User management

highlight the recipient management link in the sidebar (hover css)

make the flyout pointing to the nav (like the above image)In the User Management hub you can import, manage, and assign roles to your users.

Take the user to Order Management

highlight the order management link in the sidebar (hover css)

make the flyout pointing to the nav (like the adjacent image)

In the Order Management hub you can manage and track the gifts you send across your organization.

notecard creation

default selection (notes & product)

contact import

users (Admin)

recipients (LOs)

Logo import, profile information