It's important to assign user roles carefully to ensure that employees only have access to the information and tasks they need to complete their onboarding process. By understanding the different permission levels available, you can create a streamlined and efficient onboarding process for your new hires. There are two different roles in your Onboarding account.

Employee: A user who can only see tasks assigned to them. This permission level covers both employees who help with hiring, and the new hires.  

Admin: A user who can create tasks, steps and workflows and see and manage all other users. 

Precision in user permissions is crucial for a smooth onboarding process. By assigning roles carefully – employees focused on tasks assigned to them and admins overseeing all – you create an efficient journey for new hires in your Onboarding account.