The Onboarding Flow streamlines the process of bringing new users into your Compliance portal without immediately assigning them a full user account. This is especially useful for security officers or administrators who need to track new employees, collect necessary information from them, and transition them smoothly into the system.
​

With this flow, administrators can:

The Onboarding Flow setting can be toggled on from the Workflow editor:

Instead of selecting an existing user as a subject, the ticket now presents a form to enter details for a new contact. Fill out the necessary details - first name, last name, and email.

The system will automatically create a contact user (Administrator > Contact User) associated with this ticket.

​

Within the ticket, a Send Onboarding Email button will appear in the sidebar. Click this button to send an email to the new contact with a link to fill out an onboarding form.

​

The recipient will receive an email containing a View Form link to an online registration form asking for additional details (e.g., personal information, identification details).

Upon submission, the security officer receives a notification email.
​

The security officer can open the original ticket and see a new section: Onboarding Form Data. This section contains all information submitted by the user.

If everything looks good, the administrator can mark the user as approved or go through any other steps that have been built into the flow.

​

When an admin/security officer is ready to fully onboard the user, they can click the Create Onboarded User button in the top-right corner of the ticket.

A New User Form opens, pre-filled with the information from the onboarding form. The administrator can adjust any details and must create a company user email.
​

Click Save to create the new user account.
​
At this point: