Onboarding
Onboarding guide
Guide users through a secure account-claim experience without sending them a password.
NIM Onboarding lets a user claim a prepared account without knowing their username, email address, or password in advance. The user verifies their identity, creates a password, and receives their account details at the end of the process.
Step 1 of 5
Open the onboarding experience
The user opens the onboarding profile in a browser. They can start from a general onboarding link or from a secure, user-specific link.
Choose a step above or continue through the flow.
Configure the experienceDirect link to Configure the experience
Use Onboarding profile configuration to configure the editor's forms, variables, actions, messages, and settings. Use these guides to tailor the onboarding flow to your environment.
Onboarding tutorialSet up an onboarding profile, its actions, notifications, and testing plan.Use an OTP codeAdd SMS or email one-time-password verification to the claim process.Gather additional user inputCollect information during onboarding and use it in target system actions.Troubleshoot onboardingDiagnose URL, verification, session, identifier, and record-status failures.