Onboarding

What this tab is for

Onboarding creates a time-limited invitation for a user to join the organization. The selected role controls what that user can view or manage.

How to use it

1. 1

   Enter the person's name and business email.

2. 2

   Choose the least-privilege role that matches the work they must perform.

3. 3

   Create the invitation and send the private onboarding link to that person through a trusted channel.

4. 4

   Ask the invitee to set their own password and confirm access.

5. 5

   Review company users and remove or change access when responsibilities end.

What to understand

Private link

Treat an unused onboarding link as sensitive because it grants entry to the organization.

Least privilege

Do not give owner or administrator access for routine read-only or dispatch work.

Company boundary

Every invited user belongs to the same isolated organization workspace.

Good operating habits

• Confirm the email address before sharing the invitation.
• Do not share one login across multiple people.