On the Onboarding Workflow screen (Automate > Onboarding Workflow), you can set the documents, calendars, tags and extra information that will be automatically associated with a user's account when they are added to a specific Smart Team or Group.
- You can also navigate to the Onboarding screen from the informational panel of a specific Smart Team or Group by selecting Action > Onboarding. Using this method, the required Smart Team or Group will be automatically selected.
To set an Onboarding workflow:
- On CloudM Automate, select Actions > Onboarding.
- In the first column, select either the Smart Teams or Groups tab, as required for the group type you want to edit.
- In the second column, you will see 4 tabs: Documents, Calendars, Tags and Extra Information.
- In the Documents tab, select the Add shared document button and browse your Drive for the document that you wish to share.
- You can also set the Permissions level that you want user's to have for each document (Write / Comment / Read Only).
- To remove a document, select the Remove (Trash can) icon at the end of the row for the required document.
- In the Calendars tab, select the Add shared calendar button, select a user to view their calendars and select the calendar that you wish to share. You can also Create new calendar using the link at the bottom of the screen.
- You can also set the Permissions level that you want user's to have for each calendar (Write / Read Only).
- To remove a calendar, select the Remove (Trash can) icon at the end of the row for the required calendar.
- In the Tags tab, select Add and enter the tag text into the field. Now, select the Font and Background color that you want to apply to the tag. The tag will be applied to the user profile of any user added to the Smart Team or Group.
- To remove a tag, select Remove at the end of the row for the required tag.
- In the Extra Information tab, select Add and enter the Field and Value of the Extra Information that you want to apply to the user profile of any user added to the Smart Team or Group.
- To remove an Extra Information element, select Remove at the end of the row for the required element.
- For Smart Teams, you will also see the Shared Drives tab, which allows you to select any Drives that you want all members of the Smart Team to have access to. Select Add Shared Drive and browse your directory for the required Shared Drive.
- You can also set the Permissions level that you want user's to have for each Drive (Write / Comment / Read Only).
- To remove a Shared Drive, select the Remove (Trash can) icon at the end of the row for the required drive.
- If you don't have member access for a specific Shared Drive, you will see the Add me as a member option. This will add you as a member of the Shared Drive and allow you to view the subfolders within the Shared Drive.
- In the Documents tab, select the Add shared document button and browse your Drive for the document that you wish to share.
- Select Save to apply any changes.