Copying an Onboarding Plan

If you are creating similar Onboarding Plans for different partner groups, you can save time by copying a plan and making edits as required to the copy.

1. Navigate to Partner Management > Onboarding Plans.
2. In the list, click on the Onboarding Plan you'd like to copy, to open it.

3. Click Copy Plan.

   

4. Enter the name of the new Onboarding Plan.
5. Click Save. The new plan opens.
6. Make changes to the groups and tasks as required.
7. Make other changes to the plan, such as assigning it to a different partner group.
8. Click Save.