Where can you set the global setting for Onboarding to be on by default?

Prepare for the eMoney Certification Exam with comprehensive quizzes and questions that test your understanding and skills in financial planning. Each question includes hints and explanations to ensure you are ready for your certification test!

Multiple Choice

Where can you set the global setting for Onboarding to be on by default?

Explanation:
The idea is to find where global defaults for client experiences are set, so every new client site starts with onboarding in the desired state. You set this in Settings, then under Client Site Defaults, you open Onboarding Settings. This location is specifically for defaults that apply across all client sites, ensuring onboarding is on by default for new sites unless you override it later at the individual site level. Why the other options aren’t the right place: Settings > Preview is about preview features, not default onboarding behavior. Preferences > Onboarding sounds like a user-level setting, not a global default for all clients. Admin Console > Onboarding might control broader onboarding features, but the default state for new client sites is defined in Client Site Defaults, not the admin console path.

The idea is to find where global defaults for client experiences are set, so every new client site starts with onboarding in the desired state. You set this in Settings, then under Client Site Defaults, you open Onboarding Settings. This location is specifically for defaults that apply across all client sites, ensuring onboarding is on by default for new sites unless you override it later at the individual site level.

Why the other options aren’t the right place: Settings > Preview is about preview features, not default onboarding behavior. Preferences > Onboarding sounds like a user-level setting, not a global default for all clients. Admin Console > Onboarding might control broader onboarding features, but the default state for new client sites is defined in Client Site Defaults, not the admin console path.

Subscribe

Get the latest from Examzify

You can unsubscribe at any time. Read our privacy policy