Onboard offers a template-based approach for approving new company applications. Instead of having to manually define the same settings repeatedly for each company you approve, you can set up a preset that will configure new companies using your most commonly used settings, saving you time and helping to keep things organized.
Set up or edit presets
To manage presets in Onboard, launch the app from your Shopify admin, navigate to the Applications page, and click the Manage approval presets button in the top right.
From here, you can edit the settings for the default preset and/or create your own presets to use in different cases.
Using presets
Use presets when manually reviewing applications
Anytime you go to approve a new application, the app will automatically populate the company settings based on the options defined for the 'Default' preset.
If you have created any alternative presets, you can select them using the Approval preset menu during approval. Selecting a new preset will update the prospective company's settings to match the options defined for the selected preset.
Pro-tip: Whether using the default or an alternative preset, you can still always change any settings for a company when approving them to make sure that the specific company account is set up as needed, and doing so won't affect the preset itself.
Use presets to auto-approve applications
In the Rules tab of the Form editor, you can set up a rule action to automatically approve new applications using a specific preset.
With the flexibility provided by our form rules, you can automatically approve every new application, add conditions to the rule action to only automatically approve certain applications, or even add multiple rules with different conditions to automatically approve different applications with different settings.
Have questions or feedback?
Please reach out to our team at support@heliumdev.com to receive assistance or let us know how we might be able to improve the app!