ONBOARD: Assign to Role

If you haven't seen the introduction to Onboarding help documentation, we recommend checking that out first.

In this article we wanted to share a new function, "Assign to Plan"

This allows you to change which form is seen by which user type (role or plan) in your system

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Here's a quick walk through: https://www.loom.com/share/d9f93fece0a74c04a90d5bff62854a8b