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Can my student enrollments be imported?How do we import WBL Hours for students in bulk?Can advisory board members be imported?Can employers and related contacts be imported?How do I import sending schools and associated contacts?Can sending schools be set for students in bulk (imported)?Can Parent/Guardian information be imported?Can students be imported?How do I provide contact information in onboarding?How do I provide setup information in onboarding?How do I provide user accounts in onboarding?How do I provide a school logo in onboarding?How do I provide forms in onboarding?How do I provide employers / contacts in onboarding?How do I provide advisory board members in onboarding?How do I provide sending school contacts in onboarding?How do I provide programs in onboarding?How do I import CTE Programs?How do I use the onboarding portal?What do I do when guardian contacts do not sync?How do I import teachers?How do I provide course alignments in onboarding?
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    Home
  1. Onboarding
  2. How do I use the onboarding portal?
How do I use the onboarding portal?

Written By Josh Biller

Last updated 18 days ago

Welcome to the onboarding portal. This article is an overview and outline of all articles needed to use and complete the onboarding process.

  • How do I provide contact information in onboarding?

  • How do I provide setup information in onboarding?

  • How do I provide user accounts in onboarding?

    • How do I create Application Admins?

    • What are staff users used for and what roles can be assigned to them?

    • How do I create a staff user?

    • Should this user be an Application Admin or a Staff user?

  • How do I provide a school logo in onboarding?

  • How do I provide forms in onboarding?

    • How do I create a form template?

  • How do I provide employers / contacts in onboarding?

    • Can employers and related contacts be imported?

  • How do I provide advisory board members in onboarding?

    • Can advisory board members be imported?

  • How do I provide sending school contacts in onboarding?

    • How do I import sending schools and associated contacts?

  • How do I provide programs in onboarding?

    • How do I import CTE Programs?

    • How do I align my courses to CTE Programs?

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