Getting Started Steps | Communifire Documentation

User Profile Steps is what powers 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 and lets them become more comfortable with Communifire. It also helps employees complete their profile.

The steps are tied to your user Roles . Each Role can have its own set of Profile Completion Steps. If a user belongs to 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 they need to be performed.

Add Profile Step 

Edit Profile Step 

Delete Profile Steps 

Sort Profile Steps