Onboarding User Overview

Nimbly Onboarding User Guide

Overview

The Nimbly onboarding is a one-time process that helps new users quickly get familiar with the platform. It introduces key modules, workflows, and tips for using Nimbly to streamline operations, improve quality, and drive continuous improvement. This guide takes users step by step, from the welcome screen to completing the training.

When Onboarding Appears

• New Users: Automatically shown after first login via Authentication
• One-time Display: Appears only once in a user’s lifecycle
• Later Access: Can be revisited anytime through Settings → Onboarding Training

Table of Contents

• Onboarding Flow
• Step-by-Step Guide
  • Login & User Detection
  • Welcome Screen
  • Language Selection
  • Documentation & Training
• Supported Languages
• Accessing Onboarding from Settings

Onboarding Flow

Video Overview

Watch the complete onboarding flow in action:

Initial Onboarding (New Users)

flowchart LR
    A[Login] --> B{New User?}
    B -->|Yes| C[Welcome Screen]
    B -->|No| D[Home Dashboard]
    C --> E[Language Selection]
    E --> F[Documentation/Training]
    F --> G[Complete Onboarding]
    G --> D

Accessing from Settings (Existing Users)

flowchart LR
    A[Home Dashboard] --> B[Settings Menu]
    B --> C[Onboarding Training]
    C --> D[Documentation Viewer]
    D --> E[Close]
    E --> B

The onboarding consists of three main steps (after login) that guide new users through initial setup and familiarization with the platform.

Step-by-Step Guide

1. Login & User Detection

See also: Authentication

Authenticate users and determine if onboarding is needed

• User enters credentials (email/username and password)
• System authenticates and checks user status
• New users are automatically directed to onboarding
• Existing users go directly to Admin Dashboard

2. Welcome Screen

Greet the user and provide entry point to onboarding

• Personalized welcome message: “Welcome to Nimbly, [User Name]”
• Subtitle: “Your complete audit and inspection management solution”
• Nimbly logo display
• “Get Started” button to proceed to language selection
• Clean, focused interface with single call-to-action

3. Language Selection

Allow users to choose their preferred language for the application

• Grid layout showing all available languages
• Visual language cards displaying language name in English, native script, and flag emoji
• Tap any language card to select
• Automatically proceeds to documentation after selection

Available Languages:

• English (🌍)
• Indonesian / Bahasa (🇮🇩)
• Portuguese / Português (🇵🇹)
• Spanish / Español (🇪🇸)
• Thai / ภาษาไทย (🇹🇭)
• Korean / 한국어 (🇰🇷)
• Khmer / ភាសាខ្មែរ (🇰🇭)

4. Documentation & Training

Provide comprehensive training materials and platform overview

• Dynamic content loading from Notion API in user’s selected language
• Back navigation available to return to language selection
• Scroll through comprehensive training materials
• Complete onboarding with button at the end of content

Content Structure:

The documentation introduces users to:

• Platform Overview - Core capabilities, value proposition, and mobile-first design philosophy. See Platforms and 2.0 App
• Available Modules - Audit management, issue tracking, photo capture, Schedule Listing, questionnaires, and gallery
• Key Workflows - Creating audits, reporting issues, offline sync, and Reports generation
• Feature Guides - Step-by-step instructions, interactive examples, and best practices for efficient usage

Supported Languages

The onboarding process supports full internationalization with the following languages:

Language	Code	Native Name	Region
English	en	English	Global
Indonesian	id	Bahasa	Indonesia
Portuguese	pt	Português	Portugal/Brazil
Spanish	es	Español	Spain/Latin America
Thai	th	ภาษาไทย	Thailand
Korean	ko	한국어	South Korea
Khmer	km	ភាសាខ្មែរ	Cambodia

Key Features

Offline Support

The onboarding requires an active internet connection as content is dynamically loaded from Notion API. When offline:

• Clear message displays: “Please connect to the internet to view the documentation”
• Retry button available to attempt reconnection

Content Management System

Documentation is centrally managed through Notion, providing:

• Dynamic Content Loading - Real-time updates without app updates
• Language-Specific Pages - Dedicated content for each supported language
• Rich Media Support - Text, images, videos, and interactive elements
• Automatic Language Detection - Loads appropriate content based on user selection

Notion Documentation Links

Each language has its dedicated Notion page:

Language	Documentation Link
English	Nimbly Onboarding Document
Indonesian	Dokumen Onboarding Nimbly
Thai	เอกสารการเริ่มต้นใช้งาน Nimbly
Portuguese	Documento de Integração Nimbly
Spanish	Documento de Incorporación Nimbly
Korean	Nimbly 온보딩 문서
Mandarin	Nimbly 入门文档

Accessing Onboarding from Settings

After completing the initial onboarding, users can revisit the training materials at any time through the Settings menu.

How to Access

1. Navigate to Settings

   • Tap the Settings icon in the main navigation
   • Scroll to find the “Onboarding Training” option
   

2. Open Onboarding Training

   • Tap on “Onboarding Training”
   • The documentation viewer will open directly
   • Content loads in your currently selected language
   

3. Features in Settings Access

   • Direct access to documentation content
   • Same rich content experience as initial onboarding
   • Close button to return to Settings

Use Cases for Settings Access

For more on user roles and their permissions, see User Roles.

• Refresher Training: Review platform features after extended absence
• New Features: Learn about newly added modules or workflows
• Team Training: Supervisors can guide team members through features
• Language Practice: Access content in different languages
• Troubleshooting: Reference documentation when encountering issues