Getting Started
Setting up the getting started wizard for all new users
Last updated
Setting up the getting started wizard for all new users
Last updated
The Getting Started configuration within the MangoApps Admin Portal allows network administrators to manage how users are introduced to the platform and ensure they comply with necessary terms and policies.
The Getting Started wizard provides a customizable onboarding process on desktop, featuring 10 pre-shipped steps that can be enabled, disabled, reordered, or customized based on your organization's needs.
Key features include:
Pre-shipped Steps: Steps like an introduction video, terms of service, privacy policy, and more.
Customizable Steps: Add custom steps such as videos, rich text content, and profile sections.
User Role Visibility: Control which steps are visible to different roles, such as network users, guest users, or admins.
MangoApps includes 10 out of the box steps for customization. These steps can be enabled, disabled, or reordered to suit your company needs.
Introduction Video: A welcome message for new users.
Terms of Service: A legal agreement users must accept.
Privacy Policy: Details about data usage and privacy.
Change Password: Users are prompted to change their password on first login.
Profile - Overview: Users update basic profile information.
Profile - About Me: Users add additional profile details.
Locale: Users configure locale settings (time zone, language, etc.).
Team Recommendations: Users are recommended teams to join.
Notifications: Users configure their notification preferences.
Invite: Users can invite others to join the domain.
When a user logs in to MangoApps for the first time, they will encounter a set of steps to guide them through the platform. As an administrator, you can modify this sequence and customize the content to suit your needs.
The Getting Started steps are presented in a list within the Admin Portal.
For each step, admins can define four basic properties:
Title: The name of the step.
Short Title: An abbreviated version of the title.
Icon: An icon that represents the step.
Description: A brief description of the step's content.
Different step types may have additional settings.
Admin users can also re-order the steps by dragging and dropping them in the sequence you prefer.
The Step Settings allow admins to modify, enable, or disable individual steps and preview the Getting Started page as different user roles.
Settings Button: Click to modify a step’s details.
Toggle Switch: Use this to enable or disable a step.
Preview As: Preview the "Getting Started" page as different user roles (Network User, Guest User, or Network Admin). This allows you to verify how the page looks for various users, especially when you create custom steps.
Save Settings: Click the Save Settings button after enabling/disabling steps to ensure your changes are applied.
Click + Add Step at the bottom of the steps list.
In the Add Step pop-up, enter a Title for the step.
Select a Step Type from the Type dropdown:
Rich Text Editor – Includes Title, Short Title, Icon, Description, Content (rich text editor), and Visibility.
Video – Includes Title, Short Title, Icon, Description, Video, Mobile Video, and Visibility.
Click Save to add the step. After saving, modify the step as needed and enable the step using the Toggle Switch.
Click Save Settings to finalize.
Team Recommendation – Includes Title, Short Title, Icon, Description, Profile Section (enabled text fields within the ), and Visibility.
