Steppingblocks

Onboarding Roadmap

Your Onboarding Team

Understand our technical onboarding process.

Catalog and Data Setup

Understand how we fully integrate your student access with ours.

Digital Career Counselor SSO

Managing Access: Graduate Insights

Managing Access: Digital Career Counselor

The steps we will take to help you get the most out of your Steppinblocks data.

Training & Rollout

Introduce Steppingblocks to Faculty and Staff, and teach them how to use and maximize the platform.

Training Faculty & Staff

Jacob Bonne

Amanda Kallach

Onboarding & Implementation

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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