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Tenjin Ideas Portal
Status Shipped
Created by Guest
Created on Mar 8, 2021

Onboarding wizard for new customers

Ability to provide a wizard and/or prompts to help onboard new accounts and users in a self-service fashion, whilst also making sure the wizard / prompts are always available if a user would like a reminder.

At the moment there's a lot of talk around hand-holding new customers and setting-up their accounts for them on their behalf, when in reality going forward we want to make the process as simple as possible for users; the UX third party should be able to help with this when we're ready for that review.