The Onboarding Portal is the screen that new employees will see when they log into Cezanne for the first time. When a new employee has started and you no longer want them to see the Onboarding Portal, you can either deactivate or delete the portal from their user account.
This article explains how to deactivate or delete a user's Onboarding portal either manually or automatically:
1. Deactivate / Delete Manually
Navigate to: Administration >> Users >> Select a User >> User Onboarding Portals
1. Select the User from the search.2. Select Deactivate to temporarily remove the Portal from a user's account. (This can be restored at any time using the Activate button).
3. Select Delete to permanently remove the Portal from a user's account. (If you select this option, you will lose all customisations made to this User's Portal).
2. Deactivate / Delete Automatically
Navigate to: Administration >> Onboarding >> Portal Rules
1. Select Add New.2. Select your Portal Template.
3. Choose which Deactivation Rule you wish to apply to the Portal Template; you have three options: After Employee's Start Date, Before Employee's Start Date and On the Employee's Start Date.
4. Choose the Number of Days the Portal will deactivate before or after the employee's start date.
5. Click Save.
