In order for the onboarding and offboarding processes to be as automated as possible, there are two things that Admins should do before starting any workflows:
Compile the company stack
The company stack is the list of tools that your colleagues across the company have access to.
You can create or modify the stack by clicking:
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Settings in the main Onboarding overview page
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Edit company stack in the middle of an Onboarding workflow
Compile the team stack
The team stack is the list of tools used by a specific team.
To modify the team stack, Admins or the Application Owner can:
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Head to the application's Overview tab, and click Subscription details > Edit:
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Scroll down to Teams and Budget allocation, and click Add team. Each application and its budget can be assigned to multiple teams:
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Once the changes are saved, that application will appear in the selected team stack: