Onboarding status
The Onboarding Status column displays the current stage of a member's onboarding process, from invitation to successful account setup and activation.
Roles and Permissions for Manage Invitations & Onboarding Status
- Organization Owner
- Has full Read and Write access to the Manage Invitations tab.
- Can view and manage the Onboarding Status of invited members.
- Organization Manager
- Has full Read and Write access to the Manage Invitations tab.
- Can view and manage the Onboarding Status of invited members.
- Delivery Head
- Does not have access to the Manage Invitations tab.
- The Onboarding Status section is hidden.
- Project Manager
- Does not have access to the Manage Invitations tab.
- The Onboarding Status section is hidden.
- User
- Does not have access to the Manage Invitations tab.
- The Onboarding Status section is hidden.
How to see the Onboarding status of a Employee?
Step 1
Click on the Employees tab on the left sidebar.
- Step 2
Click on the Onboarding status, you can see the onboarded members details like Member name, Account Status creation date, App download date, Time Tracked Send reminder button.
- Step 3
You can send reminder to user for starting timer, downloading app or accepting invitation and message will appear at the bottom right corner of the screen.
A mail will be received at user's end.
Updated on: 26/06/2026
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