Custom Welcome

Overview

The Custom Welcome feature lets administrators create up to five introductory screens for new users upon first login, supporting onboarding, app overviews, usage agreements, and more. Each screen can include a title, formatted description, and images, with customizable accept buttons such as “Done” or “Agree/Disagree.” This optional feature can be disabled at any time, and welcome screens can be reactivated for existing users through the Manage Users settings.

 

How to set up Custom Welcomes

First, navigate from Platform Configuration > General > Custom Welcome

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The Custom Welcome option allows for a set of up to five screens that are displayed to new users when they first login. 

This is an optional feature that can be disabled by unselecting the Custom Welcome Screens checkbox. 

If enabled this, each screen can be customized. 

  • Title: Enter the screen title.
  • Description: Enter a brief description using the available editor. Customize the font, size and style of the description using the editor. Upload an image using the Upload Image button. Enter the image URL, and specify the height, width and alignment for the image. 
  • Accept Button: Choose between  "Done" or "Agree/Disagree" for the accept button. If a user clicks Disagree, then the user is logged out of the Hub.

*Note: If you want to reactivate the welcome screens to existing users, modify the reset settings in Manage Users.  

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