Onboarding

About Onboarding

When new users log in to ACTIVATE for the first time, they are guided through an onboarding flow that helps them set up their account. During onboarding, users are presented with recommended compute resources and workflows to add to their account. The marketplace items you choose on the Onboarding page are what appear as "Recommended by [Your Organization]" during that flow.

Recommending compute resources ensures new users start with the resource configurations your organization expects them to use. A copy of each selected resource is made for the new user's account — these copies are independent, so changes to one user's resource won't affect others.

Recommending workflows is useful if there's a particular workflow that you expect all of your users to need, such as running a Jupyter Notebook.

Choosing Recommended Compute Resources

From the Organizations list, select your organization. In the sidebar, under Customize, click Onboarding.

The Compute Resources section lists the compute resources shown to new users on the onboarding resources step, with a counter showing how many are currently recommended. Use the dropdown to browse compute resources published to the marketplace for your organization, and select a resource to add it to the recommended list. To remove a resource, click the trash icon in its row.

Choosing Recommended Workflows

On the same page, the Workflows section lists the workflows shown to new users on the onboarding workflows step. Use the dropdown to browse workflows published to the marketplace for your organization, and select a workflow to add it to the recommended list. To remove a workflow, click the trash icon in its row.

Saving Changes

Click Save at the top right of the page to apply your changes. A dialog box with the message Recommended resources saved will appear, and your selections will be recommended during the onboarding flow for all new users created after saving.