Onboarding

Onboarding guide

Guide users through a secure account-claim experience without sending them a password.

NIM Onboarding lets a user claim a prepared account without knowing their username, email address, or password in advance. The user verifies their identity, creates a password, and receives their account details at the end of the process.

Step 1 of 5

Open the onboarding experience

The user opens the onboarding profile in a browser. They can start from a general onboarding link or from a secure, user-specific link.

The onboarding experience introduces the account-claim process.

Choose a step above or continue through the flow.

Configure the experience

Use these guides to tailor the onboarding flow to your environment.

1Onboarding tutorialSet up an onboarding profile, its actions, notifications, and testing plan.→2Use an OTP codeAdd SMS or email one-time-password verification to the claim process.→3Gather additional user inputCollect information during onboarding and use it in target system actions.→