With our latest feature update, we're putting the power back into the hands of admin users. Now, you can customize your own welcome messages and create a personalized experience for your occupational users right from your dashboard. Follow along to read the instructions for setting this up within your Onecomply dashboard.
Please note that these steps can only be taken by users with Manage Business permission.
In your OneComply Profile, click the dropdown Manage, then Settings.
Under Organization Settings, click General and scroll down to the Onboarding section.
Copy and paste the text you wish to include into the left pane of the window highlighted in blue. The right pane of this window will give you a preview of what the message will look like based on the styles you apply.
You can switch between different views by using the following icons on the top right of your editing window
Topics you may want to include in your welcome message:
The opening statement, e.g. What your OneComply portal does
Steps to take
Instructions for inputting information for completing Disclosures and generating a licensing application
FAQ