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onboarding

onboarding flow

Process​

  1. To onboard a client, the user will navigate to the customer page.

  2. The user will provide the necessary details of the client and click on submit.

  3. To finalize the client onboarding process on business central, the user will click on sync to portal.

  4. The client receives an email containing a verification link and a default password.

  5. Upon login by the client with the default password, the portal will request for change of password.