Onboarding enables users to master the key workflows of ThoughtSpot, and makes them productive and capable users in a very short time.
When you create a new user, we recommend that you add them to a user group immediately. Configure that user group to use a specific data source, choose up to three initial pinboards, and specify the text of the welcome email.
Prerequisites for onboarding
Valid emails All users must have valid emails.
To include users in the onboarding process, each user profile must include a valid email address; see Create a user.
To load and validate user information (including email addresses) in bulk, we recommend using Active Directory configuration and sync. See Configure LDAP for Active Directory.
- Onboarding configuration Before starting the onboarding process, an administrator must specify the configuration through the tscli onboarding command.
The key workflows that enable successful onboarding include the following:
Configure and save a default pinboard that you plan to use for new users. See steps for creating a pinboard.
- Create a new user group, or edit an existing user group to which new users belong:
Create a new user and assign them to the group you are using for onboarding. See steps for creating a new user. You can also add existing users to the group; see
In addition to creating a new user directly in ThoughtSpot, you can add users in bulk through Active Directory.
When the new user signs in for the first time, the ThoughtSpot onboarding process starts automatically and guides them through a few basic scenarios of using the application. See User onboarding experience.
- [Optional] Any user can repeat their onboarding experience at any time. Simply select Profile from user icon on the top right corner of the page. Under Preferences > New user onboarding, click Revisit. See Revisit onboarding.