Add your team

What a person can see and do in ONYX1 depends on the role you give them, and each active person uses one of your plan's seats.

Before you start

• Only the owner and admins can add people.
• Only an owner can add another owner.
• Each email can belong to only one ONYX1 workspace. Someone who already signs in to another business's workspace needs a different email for yours.

Add a person

1. Open Team from the menu.
2. In Add team member, enter the person's Name and Email.
3. Select a Role. Roles and what each can do explains each one.
4. Enter a Temp password of at least 8 characters.
5. Select Add team member.

ONYX1 opens the new person's profile. It doesn't email them: give them their email address and the temp password. They sign in at the address you use for ONYX1, and can change the password under My account → Change password. ONYX1 doesn't make them change it.

Seats

The Add team member card shows how many seats you've used, for example 4/5 seats used. When every seat is taken, ONYX1 refuses the next person with You’ve used all your seats. Upgrade your plan or deactivate a user to add another. Plans and what each includes explains how the owner changes the plan.

To free a seat, open the person's profile and select Deactivate. A deactivated person can't sign in and doesn't use a seat. Their records stay: ONYX1 shows Sign-in is blocked. Their records stay. They move to the Deactivated list on Team. To bring someone back, open their profile from that list and select Reactivate. It needs a free seat.

The new-employee checklist

The new-employee checklist (Settings → Onboarding) is the list of paperwork and setup you work through for each new person. Only the owner and admins can see or tick a checklist. People in any other role never see their own.

Set up the list:

1. Open Settings → Onboarding.
2. In New employee checklist, type an item into Add a checklist item… and select Add item. Repeat for each item.
3. Select Remove beside an item you no longer need.

Each person you add gets a copy of the list as it stands that day. Editing the list later changes it only for people you add after that.

Work through one person's checklist:

1. Open Team and select the person.
2. In the Onboarding card, tick each item as it's done.
3. To add an item for this person only, type it into Add an item for this person… and select Add.
4. Write anything still to chase in Notes and select Save notes. Like the checklist, notes are for the owner and admins only.

The Team page shows each person's progress, or Complete when every item is ticked.

If something goes wrong

• That email is already in use. Someone already signs in to ONYX1 with that email, in your workspace or another one. Use a different email.
• Not permitted. Only an owner can add another owner.
• No onboarding checklist for this person yet. They were added before the checklist existed, or it was empty. Select Set up checklist on their profile.