Employee Onboarding

What this page is for:
 Managers send a new hire a link to create a password. The chosen Access Role applies on first sign-in. Creating a user with Add Employee is a different flow.

Where: Admin Console → User Information (/portal/settings/users-settings) → Onboarding
 Dialog: Employee Onboarding

Steps:

1. Click Onboarding.

2. Copy: Enter the new hire's name, work email, and access role. They'll receive a link to create a password.

3. First name, Last name, Work email (name@company.com) — This email becomes their login username.

4. Access role — one role only. Manage permissions… opens Access Control. Empty: No active access roles are available. Create one in Access Control before sending an invite.

5. Send invite (shows Sending…). Toast: Invite sent.

6. Pending list: Resend (Invite resent) or revoke.