Onboarding options, editing invite emails, and customize the activation sidebar
When you invite new team members, admins, or collaborators to your Ethnio account. You can customize their onboarding experience/requirements, as well as the welcome message they see during onboarding to have specific information about your organization's use of Ethnio that might be helpful for them:
Editing invite emails
For each role on your team (admins, collaborators, etc), you can edit the email they receive when the account owner or admins invite new people to your Ethnio account. All the text here is editable except the button, and the images are not editable:
Onboarding options
Customize the sidebar
When they activate their account, you can edit the sidebar with any custom information, Common uses of this custom message are:
- Link to internal documents related to your organization's use of Ethnio
- SSO instructions
- Common use cases they should keep in mind
- Explanation of why they are being invited to Ethnio at your organization
The welcome message appears throughout the account activation flow for anyone you invite to your account on the left sidebar:
