Onboarding Widget
The onboarding widget which is available on the right side of the application will help you to setup the organization and invite members to the organization.
To access onboarding widget, perform the following steps:
1.Click Quick Start ribbon available on the right side of the application.
Quick Start
2.The Quick Start widget appears. Expand Upload your Logo drop-down. Click Upload Logo button to upload the logo for your organization. Select the required logo and click OK. Click Mark as Complete to complete the logo update process. For more information on how to upload logo, refer to Updating Organization Details.
Upload Logo
3.Expand the Claim your Benefits drop-down and click Claim Benefits to claim benefits associated with your organization. Click Mark as Complete to complete the benefit claim process. For more information on how to claim benefit, refer to Membership.
Benefits
3.Expand the Invite your team drop-down and click Invite to LFX to invite your teammate to access organization dashboard. Click Mark as Complete to complete the invitation process. For more information on how to invite to LFX, refer to Inviting an Employee.
Invite to LFX
4.Expand the Track your Activity drop-down and click View Dashboard to view your organization dashboard. Click Mark as Complete to complete viewing of the dashboard. For more information on organization dashboard, refer to Organization Dashboard.
Dashboard
5.Expand the Update your Key Contacts drop-down and click View Key Contacts to view contacts of your organization. Click Mark as Complete to complete viewing of the contacts. For more information on Employee Management, refer to Employee Management.
Key Contacts
6.Once you have completed all the activities, you can see the completed tasks along with the green tick mark under the completed tasks and green tick with Get Started appears on top of the widget.
Completed Tasks
Last modified 2mo ago