Guided Staff Portal Setup

Jackrabbit offers a guided setup process that steps you through 5 tasks to get your staff ready to log into the Staff Portal. Go to the Gear (icon) > Set Up >  Portal > Guided Staff Portal and click the Start Guided Setup button.

Each step of the setup is saved individually. If you start the setup and need to finish at a later time simply go to the Gear (icon) > Set Up > Guided Staff Portal  and click through to the step where you left off. 


Staff Portal Setup Step 1 - Match Staff to User ID

Staff Portal Setup Step 2 - Auto Assign Portal Login ID

Staff Portal Setup Step 3 - Send Portal Login Email

Staff Portal Setup Step 4 - Customize Staff Settings

Staff Portal Setup Step 5 - Customize Staff Portal Settings

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