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norabentz
norabentz
Enthusiast
July 9, 2025
Question

Onboarding

  • July 9, 2025
  • 1 reply
  • 192 views

Hi!
Our team is thinking about using Front more intentionally for onboarding new hires.
Has anyone set up Front-based workflows or resources (rules, tags, knowledge base, etc.) to help with onboarding or training? What worked well?

    1 reply

    cat_apac
    cat_apac
    Fronteer
    July 10, 2025

    Hi there! Cat here from the Front support teamÂ đŸŒ»

    For introducing new teammates to Front, I would not necessarily recommend setting up any specific workflows for them in Front, but I would recommend that they take a whizz through the following Learning Path in our Front Academy: Front for my daily work. This path will give them a great introduction into the basic functionality of Front.

    For introducing your new teammates to your unique workflows is a bit trickier and will likely depend on what your teams do day-to-day. However, some options to consider are:

    • Creating a Custom role for teammates who are onboarding: Custom roles and permissions
      • This can be useful if teammates need to have drafts reviewed before being sent
    • Creating rules that notify another teammate if your new colleague has been assigned a conversation
      • Could be useful if your new colleague needs to be guided through an investigation
    • Ensuring that your new teammate has your KB pinned to their app switcher on the right hand side

    Cheers,
    Cat

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