Skip to main content

Onboarding product tours

Nola Moreau avatar
Written by Nola Moreau
Updated yesterday

We separate 2 onboarding tours, one for platform admins, and one for project managers.

The product tours will be found under "tasks" in your intercom bubble on the button right corner of your platform.

Platform admin tour:

It consists of 8 sections:

  1. Get to know the platform

  2. Update your settings and branding

  3. Define your registration questions

  4. Update your homepage

  5. Invite your colleagues

  6. How to send e-mails

  7. How to set up a project

  8. Draft your first project

Project manager tour:

It consists of 4 sections:

  1. Get to know the platform

  2. Create a test project

  3. Discover our participation methods

  4. Prefer to have a written guide?

Issues and getting stuck going through a product tour

Sometimes these product tours are not triggered properly when your enter a page or you get stuck in certain steps of the tour. When this happens please contact the support team so we can take a look at the tour settings and fix the issue!

Did this answer your question?