How to invite new users to Xonboard

There are three kinds of users you can invite to an Xonboard organisation.

• Employees
• Employers
• Advisors

Employees:

• The most common user type
• These users will complete the employee onboarding, so you can collect their payroll details.
• These users can not invite any other users

Employers:

• The employer role is intended for staff that need to manage the employees of a single business entity
• Employers can invite other employees to onboard
• Employers can also invite other employers
• Employers can access employees details
• Employers will receive notifications when employees complete their onboarding.

Example of the kind of staff who would need the employer role are:

• Business owners,
• HR staff
• payroll teams,
• hiring managers

Advisors / Bookkeepers / Accountants:

• Advisors can invite all other roles
• Advisors can send invites to new employees
• Advisors get notifications when employees complete their onboardings
• Advisors can access employees details

This role is intended for your advisory team & staff members. At present there are only subtle differences between the employer & advisor roles, but in the future they will continue to diverge.

FAQ:

Q: What if I need to onboard an employee, who then needs to manage other employees?

Answer:

First invite them as an employee. After they have completed their onboarding as an employee, re-invite them as a "Employer". This will upgrade their permissions to the employer role.