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Getting Started Steps | Axero Documentation

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Getting Started Steps

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Getting started steps power the yellow Getting Started widget on the My Activity Stream page. You can set multiple steps with tasks that each user needs to accomplish to complete their profile. This is great for onboarding new employees because it walks them through the intranet and lets them become more comfortable with various features. Getting started steps also help employees complete their profile with important information.

Getting Started widget

The getting started steps are tied to top level user Roles . Each role can have its own set of getting started steps. If a user has multiple roles, then they will have to complete the combined steps from all of the roles. In this circumstance, you cannot choose the exact order in which the steps need to be performed.

Getting started steps page

Table of Contents

Add Profile Step

  1. Click the gear icon > Manage People > Getting Started Steps.
  2. Click Add Profile Step.
  3. Select the Role name.
  4. Select the Action type:
Action type Description
Add profile picture Suggests that members upload a profile photo.
Complete profile Suggests that members complete their profile.
Create a space Suggests members to create a new space. Note that these members must have permission to create spaces.
Invite people Suggest that members invite people to your intranet.
Join a space Suggests that members join a space.
Set your preferences Suggests that members update their preferences in their profile.
Update password Suggests that members change their password.
Upload a file Suggests that members upload a file to a folder that you choose with the settings.
  1. Enter a Title for the step. The title will appear in the Getting Started widget.
  2. Enter a Description for the step.
  3. Give the step a Weight. As users complete the steps, their Getting Started percentage will increase. Not all steps need to have an equal weight, however we suggest that the sum of all the steps equals 100.
  4. Check Optional to make the step optional.
  5. Click Save.

Edit Profile Step

  1. Click the gear icon > Manage People > Getting Started Steps.
  2. In the Choose role menu, select a role.
  3. For the step, click the edit icon.
  4. Make changes to the step.
  5. Click Save.

Delete Profile Steps

  1. Click the gear icon > Manage People > Getting Started Steps.
  2. In the Choose role menu, select a role.
  3. For the step, click the delete icon.
  4. Click OK.

Sort Profile Steps

  1. Click the gear icon > Manage People > Getting Started Steps > Sort Profile Steps.
  2. In the dropdown menu, select a role.
  3. Drag and drop steps to change their order. Changes are saved immediately.

Related

New User Engagement Email 

The new user engagement email is sent to new users who haven't engaged on your intranet after a certain number of days. The new user engagement email helps you automate engagement reminders to your new users.

Inactive User Email 

The inactive user email is sent to users who haven't engaged on your intranet after a certain number of weeks. The inactive user email automates engagement reminders to your intranet users.

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