How do I invite and manage team members?

After you have finished configuring your account and you are ready to invite your team members, click on your avatar image in the bottom left of any screen,  then click on Team Members. Alternatively, you can get to the Team Members management page by going to Settings < Users & Roles.

Once redirected to the Team Members screen you'll be able to easily "+ Add team member" or edit existing team members. 

Adding a New Team Member:

Once on the Team Management page, to add a team member: 

• Click the blue "+ Add team member" button
• A popup will appear where you can enter your team members information.
  
  
  
  
• Once added, your team member will receive an email invite and instructions on how to access Onboard. 
  
  

Editing an existing Team Member:

Editing a team member is just as easy. Start off by going back to Team Members, from your avatar image.

Next, just click the three dots next to the user that you would like to edit and select "Edit team member".

Roles:

Roles are an important way to categorize the individuals or team members who are working on your projects; and ultimately auto-assign tasks to these individuals.  Onboard.io has a default list of standard internal and external roles which should cover the majority of common roles.  As a manager of onboard.io you can edit or remove any of these standard roles, as well as add any new roles that apply to your organization.  Simply click the three dots next to any role to edit or delete it.  You can click the '+Add Role' button to add any additional roles that you require.  

**Note that roles are utilized to assign tasks to that individual based on the project that they have been invited to, and are different than their 'user type'.  Onboard.io has 6 different user permission types, which ultimately control the user's feature access and permissions within the application.