When logging into OnboardMe for the first time, the system will prompt you to complete the onboarding wizard.
This wizard is designed to get some basic information for your OnboardMe account.
Click Next to start the wizard.
The Details used to register for your account will be shown on the details page, complete all required fields before clicking next.
When clicking next through the wizard, we will autosave your progress.
On the Details tab, search for your address using the search address box or enter it manually into the fields provided.
On the Details tab, search for your address using the search address box or enter it manually into the fields provided.If you use the search, click on your address to fill in the fields, confirm all fields are correct and click Next.
Next, setup your branding by doing the following:
Select a Primary and Secondary Colour
Select the logo alignment for Emails and System pages
Upload a copy of your logo.
We suggest logos no larger than 150 pixels high.
Then, connect the integrations that you would like to connect, by clicking "Setup Integrations"
Now that you have completed the wizard, head to this article for assistance on how to set up OnboardMe to successfully get you started Getting Started | onboardme help center
Still need help?
Contact us