Setting Up Your Account During Onboarding.

What Happens During Onboarding

When you first sign into the portal after being invited, you'll be guided through an onboarding wizard designed to set up your account and give you the right access for your role. The wizard is broken into steps that you complete in sequence. Every 30 seconds, your progress is automatically saved, so you can safely close the browser and come back to where you left off.

Which Onboarding Path Am I On?

The number of steps in your onboarding depends on your situation:

- First Organization Admin (9 steps): If you're the first person from your organization to join, you'll walk through a full setup including organization details, key people, and service selections.

- New Team Member Invited by Admin (6 steps): If someone already in your organization invited you, your wizard is shorter and focused on your personal profile and role.

- Returning User with Multiple Organizations (3 steps): If you're already a Sun Locke portal user and are being added to a second organization, you'll see a quick setup since your profile already exists.

Steps in the Full Onboarding Wizard

Here's what to expect if you're going through the complete wizard:

Step 1: Profile Information

Enter your full name, title, and contact information. This information is used to identify you in the portal and ensure people can reach you when needed.

Step 2: Organization Details

Confirm or enter your organization's name, industry, and location. This helps Sun Locke understand your business context.

Step 3: Key People

Identify other important contacts in your organization, such as project leads or decision-makers. You can add them now or skip and add them later from the Users page.

Step 4: Communication Preferences

Choose how often you want to receive notifications from the portal. You can set preferences for project updates, approval reminders, and deadline alerts.

Step 5: Goals

Tell us what you hope to accomplish using the portal. This helps Sun Locke tailor your experience and recommend features that matter to you.

Step 6: Services and Experience

Select which Sun Locke services your organization uses (for example, marketing strategy, creative development, public relations). This determines what sections of the portal are most relevant to you.

Step 7: Brand Direction

Share your brand voice, target audience, and any other background that will help Sun Locke deliver better work for you.

Step 8: Declared Function and Activities

Select your job function (for example, Marketing Lead, Finance/Billing, Communications/PR) and check off the activities you perform. The portal uses this information to recommend a role and permissions level. Learn more in Choosing Your Declared Function and Activities.

Step 9: Review

Check that all your information is correct. Once you click Complete Setup, you'll be taken to the dashboard if your organization doesn't require admin approval, or you'll see the Pending Approval screen if it does.

What Happens Next

After you finish the wizard, one of two things happens:

- Immediate Access: You'll be taken directly to your Dashboard and can start using the portal right away.

- Pending Approval: If your organization requires admin approval for new users, you'll see a Pending Approval screen. Read What Is Pending Approval Status? to understand what's happening and what to do.

If You Need to Change Information Later

Completed your onboarding but made a mistake? Go to Settings in the sidebar, then click the Profile tab. From there, you can update your name, title, contact information, and declared function. If you need to change your role or permission level, contact your organization's admin.

If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.

• Onboarding
• Account
• Profile
• First Steps