After adding a client onboarding workflow, you must design and publish the workflow. This task comprises configuring the workflow actions, customizing the portal design, and publishing the workflow.

1. In the details page of the selected workflow, click either one of the Configure options to navigate to the Workflow Designer page.

   

   The Workflow Designer page allows you to not only build the client onboarding workflow, but also customize the client portal look and feel, and preview the configured portal content. The workflow is automatically validated to ensure each step meets predefined criteria before publishing, to prevent errors and enforce consistency. Refer to Workflow Validation for additional information.
2. Click Start building your Onboarding Workflow.
   A sidebar with the Actions Library and Workflows Library tabs is displayed. The Actions Library tab has the following subsections, each containing plugins (services) that you can add to the workflow:

   • User Interaction
   • Device Onboarding
   • Operational

   

3. Under User Interaction, hover your cursor over Acceptable Use Policy (AUP) and click Add.
   The Acceptable Use Policy (AUP) sidebar is displayed.

   

4. In the Acceptable Use Policy (AUP) sidebar, complete the following and then click Add Step:
   • Title: Specify the name of your network. Default text for the portal welcome statement is provided such that you only need to replace ACCOUNT_NAME with the name of your network, but you can modify any of the text as necessary.
   • Message: Enter the message to be displayed to your client. Default text is provided such that you only need to replace ACCOUNT_NAME with the name of your network, but you can modify any of the text as necessary.
   • Policy Content: Enter the terms and conditions to which your client must agree prior to network access. Alternatively, click Upload file instead to select and upload a local file containing policy wording that you have already written. Supported file formats are .pdf, .docx, .dot, and .doc.

   Click Preview to preview the AUP as it will appear in the client portal UI on a PC, tablet, or a mobile device. After clicking Add Step, the AUP is successfully created and is displayed as a process tile in the Workflow Designer.

5. Click the Acceptable Use Policy (AUP) process tile in the Workflow Designer and click the icon.
   The Actions Library sidebar is displayed.

   Note: When you select any added plugin tile on the Workflow Designer, a three-dot icon appears on the upper right-hand corner. Hover your cursor over to access the (edit), (preview), and (delete) icons. You can delete a single step or all of the steps (children) under it.
6. In the Actions Library sidebar, hover your cursor over Custom Message and click Add.
   The Custom Message sidebar appears.

   

7. In the Custom Message sidebar, for Page Title, enter a title, for Page Body Text, enter the text that you want to display in the onboarding page, and click Add Step.
   After clicking Add Step, the custom message is successfully created and is displayed as a process tile in the Workflow Designer.
8. Select the Custom Message tile in the Workflow Designer and click the icon.
   The Actions Library sidebar is displayed.
9. Hover your cursor over Display a Form and click Add.
   The Display a Form sidebar appears.

   

10. In the Display a Form sidebar, complete the following and then click Add Step:
    • Title: Enter a title for the form. The title will appear at the top of the portal UI page. Note that this field is enabled by default, but you may disable it by toggling the switch located on the right side of the sidebar.
    • Intro text: Enter an introduction. The introduction text will appear near the top of the portal UI page. Note that this field is enabled by default, but you may disable it by toggling the switch located on the right side of the sidebar
    • Field 1: This field is predefined; the Label is Username and the corresponding Field Type is Username. You may modify the label, but the corresponding Field Type value cannot be changed.
    • Add Field : Click to add Field 2, Field 3, and so on, as necessary. For each added field, enter a label and select a Field Type from the drop-down list (choices include: Email Address, Phone Number, First Name, Last Name, or Custom Field).
    After clicking Add Step, the user information form is successfully created and is displayed as a Display a Form process tile in the Workflow Designer.
11. Select the Display a Form tile in the Workflow Designer and click the icon to access the Actions Library sidebar.
12. In the Actions Library sidebar, configure only one of the following device authentication options:
    • Provide DPSK: Generates DPSK and Identity for the requested Identity Group.
    • MAC Address Registration: The client device MAC address is registered and authenticated with RADIUS, and assigned to the selected Identity Group.

    Note: You must have an Identity Group defined prior to adding a device authentication option. Refer to Adding an Identity Group for more information.

    Provide DPSK

    1. In the Provide DPSK tile, click Add.
       The Provide DPSK sidebar appears.

       

    2. From the Choose Identity Group drop-down, select an identity group.
    3. From the Choose Identity drop-down, select an identity.
    4. Click Add Step.
    5. After clicking Add Step, the selected device authentication option is successfully created and is displayed as a process tile in the Workflow Designer.
    6. Select the device authentication option tile in the Workflow Designer and click the icon. The Actions Library sidebar is displayed
    MAC Address Registration
    1. In the MAC Address Registration tile, click Add.
       The MAC Address Registration sidebar is displayed.

       

    2. From the Choose Identity Group drop-down, select an identity group.
    3. From the Choose Identity drop-down, select an identity.
    4. Click Add Step.
13. On the upper-right corner of the Workflow Designer page, click Portal Look & Feel.
    The Portal Design page is displayed.
14. In the Portal Design page, you can customize the following:

    

    • Your Logo
    • Title Text Stye
    • Body Text Style
    • Button Style
    • Background Image or Color

    On the upper-right corner of the Portal Design page, click Components to manage components of the Portal. Using the corresponding toggle buttons, you can show or hide the following components in the portal.

    • Logo
    • Powered By
    • WiFi4EU (Snippet Settings)
15. Click in the upper-right corner of the Portal Design page to return to the Workflow Designer wizard.
16. Click Close in the upper-right corner of the Workflow Designer wizard to return to the specified workflow details page.
17. Click Publish to publish the workflow.
    The Onboarding Workflows page refreshes. The workflow table row displays a Status of Published and a URL that you may click to open in a new browser tab or copy to share with clients.