Getting Started with Onboard

Learn how to you can start using Onboard.

Using Onboard

After a you login to your account, you will land on your dashboard where you will be able to see information about your organization as well as recommended modules best suited to your organization, basis the information you enter during the sign up flow.

The platform

Onboard includes the following sections for you to interact with:

Dashboard

The dashboard allows you to view all your entered organization details, such as name, industry, seats, HubSpot subscription and Hub ID, as well as modules recommended basis your organization details.

Library

The Library allows you to explore and purchase all the modules available on Onboard, across all Hubs and industries.

At the Library, you can search and filter modules to find the ones most relevant for you.

Any module you find can be purchased from the Library and implemented in your HubSpot account.

Note: Ensure that you have a compatible HubSpot subscription before making a purchase.

Organization Settings

The Organization Settings section allows you to edit the details of your organization, if required.

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