Start a workflow

There are three types of workflows you can start:

  • Onboarding workflows to grant new hires access to your team's tools 
  • Offboarding workflows to revoke departing employees' access to your team's tools
  • Access requests to help your team get access to the tools they need

As you submit a new workflow, a request will be sent to the Access Owner of each application to either grant or revoke access to the user you selected. If there is no Access Owner assigned for the application, the request will go automatically to the Application Owner.


Step-by-step guide to initiate workflow

Onboarding workflow Offboarding workflow Access request

To start an Onboarding workflow:

  1. Select the Onboarding flow.

    Screenshot 2023-11-10 at 11.57.41.png

  2. Select the user you'd like to onboard.

    Screenshot 2023-11-10 at 11.58.25.png

    If the user is not registered in your workspace yet, you can add them by clicking Invite members. This will send them an email invite to join your workspace immediately, but you will not have to wait for them to accept the invite in order to continue the setup.

  3. Select the date the new hire is going to join the company. This will be set as the deadline for the requests you send to the Access Owners.
  4. Review your company stack to see if it is up-to-date. This stack is the list of tools that your members across the company have access to.

    Screenshot 2023-11-07 at 17.23.43.png

    You can create or modify the stack by clicking Settings in the main overview page, or Edit company stack in the middle of the workflow.

    All the applications in the company stack will be included by default, but you can uncheck the application to not send the request to its Access Owner.

  5. Choose the team that the user belongs to.

    The application included in that team stack will be revealed. Review the tools and remove any that the user does not need to have access to.

    Screenshot 2023-11-07 at 17.26.06.png

  6. You then have the option to add any additional applications that apply specifically to this user.

    Select from the dropdown to add applications, and click on the Screenshot 2023-11-07 at 17.16.11.png icon to remove applications from the list.

  7. Hit Submit, and all the relevant Access Owners will receive the Access Request for this user in their My Tasks > Application access section and Onboarding > Your Workflows view.
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