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Linchpin Hack

Check out our Linchpin Hack for the onboarding assistant below. Please note the following Linchpin Hack is currently only available in German 🇩🇪.



What is the onboarding assistant?

The onboarding assistant helps users to get started with your system. You can configure multiple modules and allow users to quickly upload a picture, subscribe to news and fill out their profile right after their login.



Info

As soon as the Linchpin Onboarding is installed, it suppresses the default Confluence Onboarding screens.

Where to find the onboarding configuration

Navigate to Confluence administration → Linchpin Suite → Onboarding Configuration.


Activate the onboarding assistant

Activate the Activate Onboarding Assistant slider button (if the button is green, the assistant is active).

Per default, the onboarding assistant will only be displayed to new users.

If you wish to enable the onboarding assistant for existing users as well activate the Show onboarding assistant for new and existing users checkbox. Activating this feature will provide an onboarding assistant not only to new but also existing users, who have not gone through their onboarding process yet.

At the end, click on the Save button.

Info

Once a user has finished the onboarding, they will not see it again.


Tip

You can manually make the onboarding assistant reappear. Paste the following link behind your Confluence URL to do so.

/plugins/linchpin-onboarding/onboarding.action

Configure the modules for the onboarding assistant

Click on the Edit button  to edit the welcome message. Enter the message you want to display.

The welcome message consists of two parts: a headline and subtext.


In the Add module section, select a module from the drop-down list and click on the Add button.

Click on the Edit button to enter the name of the module, a headline and a subline.

Some modules will require you to specify spaces (the news module) or profile fields (the user profiles module).



Info

Fields marked with an asterisk (*) are required and can not be left out.

Currently, the profile field types user input and date input are not supported by the onboarding assistant.

Repeat this step for as many modules as you wish.

Position the modules

To position the modules within the onboarding assistant, use the arrow buttons to the right side.





This page was last edited on 09/29/2023.