Where can you set the global setting for Onboarding to be on by default?

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Prepare for the eMoney Certification Exam with comprehensive quizzes and questions that test your understanding and skills in financial planning. Each question includes hints and explanations to ensure you are ready for your certification test!

Multiple Choice

Where can you set the global setting for Onboarding to be on by default?

Setting a global default for onboarding to be on means choosing a location that applies this setting to all new client sites, not just individual users or specific sites. The correct path is Settings > Client Site Defaults > Onboarding Settings because this area is dedicated to defaults that affect every client site. Configuring onboarding here ensures that when a new client site is created, onboarding starts turned on by default, unless you explicitly override it for a particular site. Other areas don’t provide a system-wide default: Preview is for viewing upcoming features, Preferences affects a single user’s choices, and Admin Console handles broader admin tasks rather than per-site defaults.

Where can you set the global setting for Onboarding to be on by default?

Prepare for the eMoney Certification Exam with comprehensive quizzes and questions that test your understanding and skills in financial planning. Each question includes hints and explanations to ensure you are ready for your certification test!

Where can you set the global setting for Onboarding to be on by default?

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