Step 2: Create an Onboarding Profile

Onboarding tutorial · Step 2 of 5

Create the profile that defines how users prove their identity, set a password, and see your onboarding messages.

Choose an identity-verification method

Each profile uses one verification method. Choose the method that matches your available data and communication channels.

Method	Best when	Requirements
One-time passcode (OTP)	Users can receive a code by personal email or SMS.	Working email and/or SMS; each record includes a usable contact method.
Question and answer	A consistent, reliable data value is available for every user.	Every record has the answer to the same challenge question, such as birth date or postal code.

Use more than one profile when needed

You can create different profiles for different populations. For example, employees may use OTP while students use a question-and-answer challenge.

Create the profile

1. Go to Configuration > Onboarding and select Add.

2. Name the profile to match the Profile value in the onboarding mapping created in step 1, such as EmployeeOnboarding.

3. Configure the profile’s top section:

   Field	Value
   Onboarding app	Onboarding
   Question-answer filter	Onboarding_Employee_Lookup from step 1
   Remaining two dropdowns	message

Missing Onboarding app

If Onboarding is not available in the Onboarding app list, contact Tools4ever Support.

Configure the profile forms

Forms determine the sequence the user sees. Select Add in the Onboarding Profile Forms section for each form in your chosen flow.

Form	Purpose
Welcome	Displays a welcome message. Skipped when the user opens a secure-ID link.
Registration	Collects the user’s unique identifier. Skipped when the user opens a secure-ID link.
QuestionText / QuestionDate	Collects an answer and compares it to data returned by the lookup filter.
Method	Lets the user choose email or SMS for an OTP, based on populated contact details.
Confirm	Collects and validates the OTP code.
InputVariable / InputPhone	Collects additional text or a validated phone number for an onboarding action.
Password	Collects the new password and runs the selected onboarding actions.
Summary	Displays a completion message and optional account details.

Option A: OTP verification

1. Add six form entries—one for each screen in the OTP journey. Add more entries if users must answer additional questions.

2. Set each entry’s Form Name, Form Function, Form Variable, and Onboard Variable values to match the OTP flow.

3. On the password form, select Execute and Notification.

4. Save the profile.

Option B: question-and-answer verification

1. Add at least five form entries. Add an additional question form for each extra challenge question.

2. Set each entry’s Form Name, Form Function, Form Variable, and Onboard Variable values to match the challenge flow.

3. On the password form, select Execute and Notification.

4. Save the profile.

Customize the form content

1. Select a form under Onboarding profile forms.

2. Under Form contents, replace the default wording with language appropriate to the people using the profile.

3. Repeat for every form. Pay particular attention to Summary: after configuring action variables in the next step, replace its default [username] and [password] text with the variables used by your profile.

4. Save the profile.

Next: configure actionsContinue to step 3: Configure Action Variables and Onboarding Actions.