Enboarder

Dual Email Support

Isaac Oke

Jasmin Nahar

Avinash Kumar

How to efficiently monitor your Dashboard and get the most out of your reporting!

Dashboard and Reporting 👨‍💻

Track and manage your workflows in-progress!

Dashboard: Workflow Tracker

Dashboard: An Overview

Learn how to view your Workflow Completion Rates at a glance with our Dashboard Tile!

Dashboard: Completion Tile

Learn how to truly customize your Dashboard for the ultimate drive! (Get it? 😎 )

How To Add, Edit, And Remove Dashboard Tiles

How to manage Dashboard Alerts

Learn how to update details of participants in active workflows (start date, categories, custom fields, etc)

How Do I Change Details In An Active Workflow?

My Dashboard - Your people’s one-stop shop!

Learn how to configure form tiles on the admin dashboard.

How To Customize Form Tiles

Dashboard

This article contains the solution to quarantined emails in MS365

MS365 Solution

The reporting functionality in Enboarder can be a really powerful tool. Learn about it here!

Reports: All About Reporting And You

Learn how to customize your workflow report here!

Reports: Workflow Report

Learn how to report on your workflow completion rates with ease!

Reports: Heatmap

Find out all about the Activity (audit) logs and Timeline!

Reports: Timeline and Activity logs

How Can I Report on Form Responses (And Download The Data?)

Learn how to manage participants' Profiles! (Merge profiles etc)

Reports: Profiles

Scheduled Reports

Reports

🎓 Enboarder Academy

💬 Enboarder Community

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.