Translating Onboarding Plans

Onboarding Plans are structured progress paths for your partners. They can be translated in Unifyr One Admin.

For information about managing Onboarding Plans, see About Onboarding Partners.

This process describes how to provide translation of Onboarding Plans in a single language. You can translate into other languages by selecting the new language at the top of the Translations page (step 3) and repeating the rest of the process.

1. Navigate to Partner Portal > Translations.
2. Go to the Onboarding Plans tab in the left sidebar.

3. Choose the language for which you want to provide translations by selecting it in the English to… drop down menu at the top of the page.

   The list shows all languages supported in Unifyr One. For translated content to be made available to your partners, you must specify which of these languages your portal will support in Partner Portal > Site Details > Language. For more information, see Branding, Languages and Other Settings for your Portal.

   

4. Find the entry for the Onboarding Plan that you want to translate. Each entry displays the translatable areas they contain - what is available depends on the Onboarding Plan’s configuration in Partner Management > Onboarding Plans:

   • Group Name
   • Task

   

   Alternatively, you can use the Translate All option at the top of the page to auto-translate all entries displayed in the page. Ensure that you click Save All once you’ve checked the translations. Note that Translate All will re-translate entries that are already translated.

5. Enter the translation for each piece of text for the plan in the boxes provided. Click Not translated in the right-hand column to expose the box.

6. Add the required translation. You can use the suggested translation if it's suitable.

   

7. Click Save to preserve the update, or Cancel to leave the box without saving.
8. Repeat for each box for the Onboarding Plan, as required.
9. Repeat to add translation for all Onboarding Plans you want to present in the target language.
10. All available translations for that language are automatically pushed to the partner portal. Any pages that include the translated Onboarding Plans will display the translated text when presented to a user who is set up in that language.