Onboarding Process
The onboarding process for new users involves several steps to ensure proper team and project setup. Below is a flowchart that outlines the key steps in the onboarding process. There are several options that control the flow of the onboarding process.
Options
| Option | Default | Description |
|---|---|---|
onboarding.enable | true | Enable the onboarding process for new users. If true, new users will be guided through a series of steps to complete their profile and understand how to use the system. If false, new users will have immediate access to the system without any onboarding steps. |
onboarding.allow_team_creation | true | Allow users to create new teams. If true, users will see an option to create a new team during onboarding. If false, only administrators will be able to create new teams. |
onboarding.teams_require_approval | false | Require administrator approval for new teams. If true, new teams created by users will be in a pending state until approved by an administrator. If false, new teams will be active immediately upon creation. |
onboarding.projects_require_approval | false | Require administrator approval for new projects. If true, new projects created by users will be in a pending state until approved by an administrator. If false, new projects will be active immediately upon creation. |
onboarding.assign_default_team | null | If this option is set to a valid Team, new users will automatically be added to this team during onboarding. If null, users will be prompted to create or join a team during onboarding. |