User Onboarding

User Onboarding

User onboarding starts from the dashboard invite flow.

  1. Open the dashboard and go to the team/invite area.
  2. Enter the user's email address.
  3. Choose the appropriate role/permissions.
  4. Send the invitation.
  5. The invited user accepts the invite and appears in your team members list.

Tip: Start new users with the minimum access they need, then expand permissions later if required.