Articles
Onboarding - User Groups and Permissions New
Understanding User Groups and Permissions Every user's access comes from the user groups they belong to. This article explains how groups, permissions, and access rules combine to control who can see and do what. Roles are not assigned to indiv...
Onboarding - Syncing Data Between Beyond and the Onboarding Portal New
Overview The TempWorks integration within the Onboarding Portal is primarily one-directional. Beyond is the system of record for the data, and the Onboarding Portal pulls that data in to drive onboarding tasks. A smaller set of data is then sent ...
Onboarding - How to Setup Kiosk Mode New
Overview Kiosk mode lets you leave a shared device, a tablet or lobby computer, open to an onboarding form. The screen automatically clears between employees so no one's information lingers for the next person. Kiosk mode is a wrapper page that ...
Onboarding - How to Create an API Token New
Overview An API token authenticates calls to the Onboarding Portal API for one account. This article outlines how to create an API token that can be used in Automations. Creating the API Token A token is scoped to the account and mode it...