To create a new user in the Onboarded platform, you must have admin access. This guide will walk you through the process of creating a user, assigning roles and permissions, and configuring access settings.
Access and set Permissions
📌Note: Only Admin users can create and manage user accounts.
To access the user creation screen:
Go to your Onboarded dashboard.
Click the cogwheel icon located at the top right corner.
Select User List from the menu options.
Create a User in the Onboarded
From the dashboard, click on the cogwheel in the top-right corner.
Click on User List from the available menu options.
Click the Add User button to open the user setup screen.
Fill out the required user details such as name, email address, and role.
Choose the appropriate role for the user:
Admin: Full system access, including user management, billing, and integrations.
Consultant: Access to manage onboarding tasks and candidate workflows.
View Only: Read-only access to dashboards and candidate progress.
Configure additional permissions based on the user's responsibilities:
Offices Access: Grant access to specific offices or all offices to view related candidates.
Move Between Stages: Allow users to shift candidates between "In Progress" and "Onboarded".
Background Checks: Enable the option to initiate checks like police verifications.
Interview Invite Link: Set a default Calendly link for interview scheduling.
Click Save to create the user.
The system will send an email to the user with a link to set up their password.
📌Note: The password setup link expires after eight hours. If expired, users can request a new link by clicking the Forgot Password link on the login page.