Permission Sets Explained

Give your users the right access from the start.

Onboard has two different customer permission sets that can be assigned to your users. Here's a quick outline of each:

  • Admin: have full access to Onboard. They can create Variables, Tasks, Maps, and manage the Company Profile, included branding and billing. 
  • Onboarder: have full access to their Maps, including the ability to create new Maps, modify existing Maps, invite others, and even add one-off tasks to their Map. However, they do not have view or edit access to Variables or Tasks. 
  Admin Onboarder
Manage Billing  
Manage Branding  
Manage Variables  
Manage Tasks  
Manage Maps Only Their Maps
Manage Customers Only Their Customers