Catagory: Admin How-To

Add or Replace Onboarding Video

Section: Getting Started

User Permissions Needed:  Administrator

ADD ONBOARDING VIDEO

To add an onboarding video to appear at the end of the user’s onboarding flow, follow these steps:

  1. In the web application, click on the icon in the upper left corner to display the menu
  2. Click “Configurations” from the menu items
  3. Click “Add”
  4. Click “Choose File” for the On-boarding Video
  5. Select the video file to upload
  6. Click “Save” (note: it may take a bit to upload the file depending upon the size of the file)

REMOVE OR REPLACE AN ONBOARDING VIDEO

To remove or replace an onboarding video, follow these steps:

  1. In the web application, click on the icon in the upper left corner to display the menu
  2. Click “Configurations” from the menu items
  3. Click “Edit” under the Actions column
  4. Click the red X next to the on-boarding video
  5. Confirm removal
  6. Click “Save”
  7. You’ll receive a message that the configuration was updated successfully
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