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This guide walks you through the complete process of onboarding a new client organization to the Dashboard Dilemas platform.

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Before You Begin

Ensure you have administrator access before attempting to onboard clients. Client users cannot create new organizations.

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What You’ll Need

  • Client Information:
    • Company name
    • Logo (optional, for branding)
    • Contact details
    • Organizational structure (departments/areas)
  • User Data:
    • Employee names and email addresses
    • Department assignments
    • Role information (if applicable)
  • Dilemma Strategy:
    • Which dilemmas to assign
    • Timeline for deployment
    • Success metrics and goals

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Step 1: Create the Client

1

Navigate to Clients Section

From the main dashboard, click on Clientes in the sidebar navigation.
2

Add New Client

Click the “Crear Cliente” button in the top-right corner.
This will open the WordPress admin interface where client data is managed as a custom post type.
3

Enter Client Details

Fill in the required information:
  • Client Name: Official company name (e.g., “Acme Corporation”)
  • Logo: Upload company logo for branding (appears in reports and user views)
  • Contact Information: Primary contact person details
  • Status: Set to “Publish” to make active
Click Publish to create the client.
4

Verify Client Creation

Return to the Clientes page and confirm your new client appears in the list.You should see:
  • Client name and logo
  • Creation date
  • Initial metrics (will be 0 until users are added)

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Step 2: Configure Organizational Structure

Most organizations benefit from organizing users into departments or areas. This enables targeted reporting and analysis.
1

Access Areas Management

Click on Áreas in the sidebar navigation.
2

Create Departmental Areas

For each department in the client organization:
  1. Click “Agregar Nueva Área”
  2. Enter the area name (e.g., “Recursos Humanos”, “Ventas”, “IT”)
  3. Associate it with the client you just created
  4. Save the area
Common areas include:
  • Human Resources (Recursos Humanos)
  • Sales (Ventas)
  • IT/Technology
  • Operations (Operaciones)
  • Management (Dirección)
  • Customer Service (Atención al Cliente)
3

Verify Area Structure

Confirm all areas are created and properly linked to the client.

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Step 3: Import or Create Users

User data contains personal information. Ensure you have proper authorization and comply with data protection regulations (GDPR, etc.) when importing user lists.

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Option A: Individual User Creation

1

Navigate to Users

Go to Usuarios from the sidebar.
2

Add Individual User

Click “Agregar Usuario” and enter:
  • Name: Full name of the participant
  • Email: Valid email address (used for login and notifications)
  • Client: Select the client organization
  • Area: Choose the appropriate department
  • Unique Code: System will generate automatically (used for access)
  • Status: Set to “Active”
3

Send Credentials

After creating the user:
  1. The system generates a unique access code
  2. Click “Enviar Credenciales” to email login instructions
  3. Verify the email was sent successfully
1

Prepare CSV File

Create a CSV file with the following columns:
name,email,client_id,area_id,status
Juan Pérez,[email protected],123,456,active
María González,[email protected],123,457,active
Obtain the correct client_id and area_id values from the Clientes and Áreas sections.
2

Import Users

Use the bulk import feature:
  1. Navigate to Usuarios
  2. Click “Importar CSV” (if available) or use the import tool
  3. Upload your prepared CSV file
  4. Review the preview of users to be created
  5. Confirm the import
3

Send Bulk Invitations

After import:
  1. Filter users by the new client
  2. Select all imported users (checkbox)
  3. Choose “Enviar Credenciales Masivas” from bulk actions
  4. Confirm to send invitation emails to all users

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Step 4: Assign Dilemmas to the Client

1

Navigate to Dilemmas

Go to Dilemas (Juegos) from the sidebar.
2

Create or Assign Dilemma

You can either:Create New Dilemma:
  1. Click “Crear Dilema”
  2. Enter dilemma name and details
  3. Associate with Client: Select the new client from the dropdown
  4. Configure game type (Ángel o Demonio, Pasapalabra, Millonario, etc.)
  5. Set activation date
Assign Existing Dilemma:
  1. Find the dilemma in the list
  2. Click “Editar”
  3. Update the client association to include the new client
Most clients start with 1-2 dilemmas. You can add more later based on engagement and feedback.
3

Configure Questions

For each dilemma:
  1. Go to Preguntas
  2. Filter by the dilemma you just created/assigned
  3. Add questions one by one or import from template
  4. For each question, set:
    • Question text
    • Category (e.g., Ethics, Compliance, Decision-Making)
    • Difficulty level
    • Correct answer(s)
    • Points value
See the Creating Dilemmas Guide for detailed instructions.

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Step 5: Test the Client Setup

Always test before launching to real users. This prevents issues and ensures a smooth user experience.
1

Create Test User

  1. Create a test user account for yourself using a personal email
  2. Assign to the new client and a test area
  3. Generate and note the unique access code
2

Test User Experience

  1. Log out of admin account
  2. Access the user-facing dilemma interface
  3. Enter the test user’s unique code
  4. Complete a full dilemma session
  5. Verify:
    • Questions load correctly
    • Scoring works properly
    • Completion triggers correctly
    • Navigation is smooth
3

Verify Admin Visibility

Log back into admin and check:
  1. Dashboard: New client appears with test session data
  2. Usuarios: Test user shows completion status
  3. Analíticas: Session data is recorded
  4. Client Detail: Metrics are calculating correctly
If everything looks good, proceed to launch. Otherwise, troubleshoot any issues before inviting real users.

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Step 6: Launch and Communicate

1

Coordinate with Client

Before launching:
  1. Schedule Launch Date: Coordinate with client’s communication team
  2. Prepare Materials: Share user guides or quick-start instructions
  3. Set Expectations: Clarify timeline, support process, and reporting schedule
  4. Confirm Contact: Designate a point person for questions/issues
2

Send Invitations

On launch day:
  1. Navigate to Usuarios
  2. Filter by the new client
  3. Select all active users
  4. Click “Enviar Credenciales” to send invitation emails
Users will receive an email with:
  • Welcome message
  • Their unique access code
  • Link to the dilemma platform
  • Instructions for getting started
3

Monitor Initial Activity

During the first 24-48 hours:
  1. Check Dashboard frequently for new sessions
  2. Monitor completion rates
  3. Respond to any support requests quickly
  4. Send reminder to non-starters after 48 hours

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Post-Onboarding Checklist

  • Review participation rates (target: >50% of users start within first week)
  • Check average completion time and scores
  • Identify any technical issues or user confusion
  • Send reminder to inactive users
  • Generate first weekly report for client
  • Schedule check-in call with client contact
  • Analyze question performance (identify problematic questions)
  • Review user feedback
  • Send mid-campaign reminders to incomplete users
  • Generate and share progress reports with client
  • Consider adjustments to dilemma difficulty or content
  • Generate comprehensive monthly analytics report
  • Conduct business review with client
  • Present insights and recommendations
  • Issue certificates to completers
  • Plan next steps (new dilemmas, expanded areas, etc.)
  • Collect testimonials from top performers

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Common Onboarding Scenarios

Recommended Approach:
  • Phase the rollout by department (pilot with one area first)
  • Use bulk CSV import for user creation
  • Assign dedicated support liaison
  • Create custom dilemmas relevant to industry/company culture
  • Schedule weekly check-ins during first month
Timeline: 4-6 weeks for full deployment
Recommended Approach:
  • Launch all users simultaneously
  • Use CSV import for efficiency
  • Assign 2-3 standard dilemmas initially
  • Provide email support
  • Send bi-weekly reports
Timeline: 2-3 weeks for full deployment
Recommended Approach:
  • Create users individually or small CSV
  • Single dilemma to start
  • Personal follow-up with each user
  • Informal feedback collection
Timeline: 1-2 weeks for full deployment
Recommended Approach:
  • Create separate Areas for each location
  • Consider time zone differences for email timing
  • Translate dilemmas if needed
  • Assign regional coordinators
  • Generate location-specific reports for comparison
Timeline: 6-8 weeks for global deployment

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Troubleshooting Onboarding Issues

Possible Causes:
  • Email addresses incorrect in database
  • Emails caught in spam filters
  • Server mail configuration issue
Solutions:
  1. Verify email addresses in user records
  2. Ask users to check spam/junk folders
  3. Whitelist sender email ([email protected])
  4. Manually resend credentials via “Reenviar Credenciales”
  5. Check server mail logs for errors
Possible Causes:
  • Client status not set to “Publish”
  • Database sync delay
  • Browser cache issue
Solutions:
  1. Verify client status in WordPress admin
  2. Refresh the page (hard refresh: Ctrl+Shift+R)
  3. Check database directly for client record
  4. Re-save the client in WordPress admin
Possible Causes:
  • Dilemma not associated with client
  • User status is “Inactive”
  • Unique code incorrect
  • Dilemma not yet activated
Solutions:
  1. Check dilemma client association in Dilemas section
  2. Verify user status is “Active” in Usuarios
  3. Re-generate and send unique code
  4. Check dilemma activation date (must be in past)

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Best Practices for Successful Onboarding

Pilot First: For large organizations, pilot with a small group (20-50 users) before full deployment. This helps identify issues and builds internal champions.
Communication is Key: Work closely with the client’s internal communication team. User adoption is much higher when management actively promotes participation.
Set Clear Expectations: Clearly communicate:
  • Expected time commitment (e.g., “15-20 minutes per dilemma”)
  • Deadline for completion
  • Purpose and benefits (learning, certification, etc.)
  • Support contact information
Avoid Launch Delays: Once users receive invitations, capitalize on initial enthusiasm. Delays between invitation and content availability kill engagement.

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Next Steps

Create Engaging Dilemmas

Learn how to build compelling ethical scenarios for your new client

Manage Users Effectively

Track progress and optimize engagement for your client’s users

Generate Client Reports

Create insightful reports to demonstrate value to your client

Admin Workflow Overview

See how onboarding fits into your complete admin workflow

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