Onboarding
Explains the onboarding step where you declare your job function and activities, how the portal recommends a role, and how to request changes later.
Early in your onboarding, the portal asks you to declare your job function: your primary role within your organization. This is how the portal understands what type of work you do. Based on your answer, the system recommends a role and set of permissions that match your responsibilities.
When you onboard, you'll see these function options. Choose the one that best describes your job:
- Owner/Executive: You oversee the business or a major function. Usually assigned the Super Admin or Admin role.
- Marketing Lead: You manage marketing strategy, campaigns, and initiatives. Usually assigned the Marketing role with possible project lead capabilities.
- Communications/PR: You handle external and internal messaging, public relations, and brand voice. Usually assigned the Communications role.
- PM/Ops: You manage projects, operations, timelines, and workflows. Usually assigned the Project Manager role.
- Finance/Billing: You manage payments, invoicing, and financial reporting. Usually assigned the Finance role with Billing Access.
- Legal/Compliance: You ensure contracts are compliant and manage legal requirements. Usually assigned the Legal role.
- Creative/Design: You create visual assets, designs, and creative work. Usually assigned the Contributor or Marketing role with Asset Manager capabilities.
- Sales: You manage accounts, drive revenue, and coordinate with clients. Usually assigned the Project Manager role.
- External Collaborator: You're from an external agency or partner organization. Usually assigned a more limited role like Contributor or Viewer.
- General Team Member: You support general work without a specific focus. Usually assigned the Contributor role.
- Other: Your function doesn't fit the categories above. You'll be prompted to describe it, and the admin will assign an appropriate role.
After you select your function, the portal shows you a list of activities: specific tasks you perform on a regular basis. These might include "Approve deliverables," "Manage budgets," "Post announcements," or "Create marketing content." Check all the activities that apply to your job.
Here are the activities you may see during onboarding:
- Create and manage projects
- Create and manage tasks
- Upload and manage assets
- Create and edit deliverables
- Approve deliverables
- Approve team member access
- View and approve budgets
- Manage payments and invoices
- View reports and analytics
- Manage team members and permissions
- Post announcements
- Manage campaigns and marketing initiatives
- Review contracts and compliance
- View project status and timelines
Here's what happens behind the scenes:
- The system maps your declared function to a recommended base role (for example, "Marketing Lead" maps to the Marketing role).
- The system then checks the activities you selected.
- If any of your activities require capabilities beyond your base role (for example, if a Contributor checks "Approve deliverables"), the system flags that as an elevated permission request.
- If your organization doesn't require admin approval for new users, you get those extra permissions right away.
- If your organization requires approval, your requests go to your admin. Once they approve them, you gain those elevated permissions.
This way, your role and permissions match what you actually do in your organization.
If your job changes or you discover you picked the wrong function, you can update it anytime:
- Click Settings in the sidebar.
- Click the Profile tab.
- Scroll down to the Declared Function section.
- Select a new function or update your activities.
- Click Save Changes.
The system will re-evaluate your role and permissions based on your updated function. If the change suggests you need new capabilities, your admin will get a notification to approve them.
If you think your role should be higher based on what you do, update your declared function or ask your admin to review your permissions. The admin can always adjust your role or add capability packs manually, regardless of your declared function. Your declared function is a starting point, not the final word.
If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.
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