OnboardPro

Your team

Invite colleagues so they can help build workflows and manage customers. Your plan sets how many people you can add.

  1. 1Click Invite Team Member and enter their email.
  2. 2Choose a role: Staff process the customers assigned to them, Managers manage customers and workflows, Org Admins can do everything including billing.
  3. 3They receive an email invitation and appear here as Pending until they accept.
Next: Need more seats? See plans

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