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      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