All systems operational

User Onboarding & Permissions

Invite users, assign least-privilege roles, and map them to departments.

#At a glance

DetailValue
AudienceAdmins, department leads
Estimated timePhased with rollout
Portal areas usedSettings → Users & Roles
AI usedNone (setup)

#Purpose

Get people into the platform with roles that match responsibility and nothing more.

#Business outcome

Users can work in their areas with appropriate, least-privilege access.

#Implementation checklist

1

Invite users per department as each goes live

2

Assign the closest-fitting fixed role

3

Keep admin/CEO to a trusted few

4

Confirm each user can access what they need and no more

#Dependencies

  • Roles designed
  • Departments sequenced

#Risks

Watch for these

  • Giving everyone admin
  • Inviting the whole company before departments are ready

#Success criteria

Done looks like

  • Users are invited in step with rollout
  • Roles follow least privilege
  • Admin access is limited

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