Editing an Onboarding Plan

To make changes to an existing Onboarding Plan:

1. Navigate to Partner Management > Onboarding Plans.
2. From the list, click on the Onboarding Plan you'd like to edit. The plan opens.
3. Make changes to the groups and tasks as required.

4. To make other changes, such as making the plan available to a different partner group, click the Edit icon next to the plan name to open the edit view.

   

5. Click Save.

To provide translations of custom fields, click on the Translations link in the left sidebar. This will take you to the Partner Portal > Translations > Forms & Fields page, where you can configure translations. For more information, see Translate a Custom Field.