Ways to Onboard Users

Different teams have different needs. Here’s a breakdown of the main ways you can onboard users—and when each one makes the most sense.

One User at a Time (Manual Setup)

You (the admin) manually create a user and set everything up for them. It’s hands-on, but perfect when you want tight control over who gets what.

Invite One User at a Time

Instead of setting everything up yourself, you send them an invite and they walk through the setup on their own. Easy and user-friendly.

Bulk Upload

Great for: Mid-size or large teams with user info ready to go.

Upload a spreadsheet or use an integration to create multiple users at once. You can set names, roles, emails, and more—all in one go.

Pro Tip: This works best if you already have your user info saved somewhere (like your HR system).

Bulk Invite (With User Setup)

Great for: Large rollouts where users can handle their own setup.

Instead of creating the accounts yourself, you send a batch of invites and let users fill in the rest. It’s quick and scalable.

For a step-by-step walkthrough of how to Bulk Upload & Invite users (Customer View), click here.

For a step-by-step walkthrough of how to Bulk Upload & Invite users (Partner View), click here.

More Advanced Options

JIT Provisioning with SSO

Great for: Companies using tools like Azure or Okta.

Users are created automatically the first time they log in through your SSO system. No manual setup needed—just log in and go.

Bonus: This keeps everything in sync with your identity provider and cuts down on admin work.

Pre-Provisioning Devices

Great for: Teams handing out company devices or doing zero-touch setups.

You can pre-configure devices before users have them in-hand. That means they power it on, and everything’s ready to go—apps, permissions, settings, you name it.

Quick Comparison

Onboarding Option	Best For	Admin Effort	User Effort
One at a time	Setups requiring tight administrative oversight	High	Low
Invite one at a time	Scenarios where users manage their own setup	Medium	Medium
Bulk upload	Larger teams with structured data	Medium	Low
Bulk invite	Distributed teams, easy self-onboarding	Low-Medium	High
JIT Provisioning (SSO)	Companies with identity management	Low	Medium
Pre-provisioning devices	Controlled environments with admin-managed setup and corporate devices	High	Low

Have questions or want help deciding which onboarding flow is best for your org? Reach out to our support team—we’re happy to help!