School Onboarding

When a school accepts an invitation or registers via a partner link, they experience a guided onboarding flow.

Welcome Dialog

On first login, schools see a welcome dialog with your partner branding:

The welcome dialog includes:

• Your logo - Partner branding is prominently displayed
• Welcome message - Custom message you configured in Settings
• Partner website link - Link to your organization's website
• Get Started button - Dismisses the dialog and opens the main app

Partner Branding

Schools will see your branding in several places:

• Welcome dialog on first login
• Partner link registration page
• Invitation login page
• Email communications

Customizing Your Branding

1. Go to Settings > Branding
2. Upload your organization logo
3. Set your welcome message
4. Add your website URL

What Schools Can Do

After onboarding, schools can:

With Shared Workspace

If you've shared your workspace with the school:

• Create and run data flows
• Publish to your ASM instance
• View their data in preview

Without Shared Workspace

If no workspace is shared:

• Create flows but cannot publish
• View their data in preview
• Request workspace access from partner

School Dashboard

After dismissing the welcome dialog, schools see the main SDM interface:

• Imports - Create and manage data flows
• ASM Connection - View connection status (read-only if using shared workspace)
• Settings - Manage their profile and preferences

Supporting Your Schools

As a partner, you can:

1. Monitor school activity - View last login and flow execution in your dashboard
2. Resend invitations - If schools have trouble accessing their accounts
3. Manage workspace access - Grant or revoke access to your ASM connection
4. Provide documentation - Share this documentation link with schools