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
