Publishing Multiple Onboarding Plans

To make your Onboarding Plan available to partners, add them to a page in your portal, for example the homepage or a custom page. Use the Partner Onboarding Plan dynamic content widget in the page, to pick up all Onboarding Plans that are set to Active. For more information, see the Communicate Your Onboarding Plan to Partners section of this article.

For more information about managing custom portal pages, see Create/Edit Custom Pages.

Note: Each user only sees the Onboarding Plan that they are entitled to see, for example based on their membership of a Partner Group.

When you publish multiple onboarding plans, Unifyr selects which one is displayed to the authenticated user based on the priority order in the Onboarding Plans page and the user's visibility rights. You can modify the priorities by clicking and dragging the plans into the desired order. Unifyr will evaluate each plan in turn (starting from the top) and display the first one that the user is eligible for. 

It is best practice to have a catch-all plan at the bottom of the list that will be displayed if the user is not eligible for any group-specific plans.