Guides
Onboard your team
Invite people with the right starting access, create groups, share the modules each role needs and give everyone a first task that uses the workspace.
On this page
Bring people in with the access their job needs from day one — no more, no less — and get them working in the workspace straight away.
Steps#
Plan the groups#
Decide the teams — Sales, Delivery, Finance. Create them in Admin → People so you can add people as you invite them.
Pick a preset for each role#
Presets give a sensible starting set: Sales for CRM work, Accountant for Finance, Operations for projects, inventory and bookings. See Presets.
Invite each person#
Invite person, choose their preset and groups, generate a temporary password and Email to user. See People and groups.
Check what they can reach#
In Access, review the company route matrix. Give extra modules only where the work needs them.
Give everyone a first task#
Create a project for onboarding and assign each person a task: connect their mailbox, set their working hours in Calendar, and post in the team chat. It gets them using the workspace on day one.
Their first day#
Point new people to Getting started: finding their way around, connecting their email and setting their notifications.