# Onboarding management

The Onboarding management tool allows you to stay informed about onboarding status for users in Cortex.

Users with the `View Onboarding management` permission can see the onboarding management tool. Users with the `Enable Onboarding management` permission can message users directly from this page to remind them to complete onboarding for logging in to your organization's Cortex instance.

## View onboarding management

To access onboarding management, navigate to **Tools > Onboarding**. Here you can view a list of teams and the number of team members who have onboarded. The tool also includes a progress bar so you can see the overall percentage of users who have been onboarded.

![onboarding 1](https://826863033-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJW7pYRxS4dHS3Hv6wxve%2Fuploads%2Fgit-blob-d2d4df29e89fcb64f3decbae3cb08c3a3e91030d%2Fonboarding-mgmt.jpg?alt=media)

### Onboarding statuses

Users will have one of four different statuses on this page:

* `Not connected`: Does not have their identity mapped from an external account.
* `Notified`: Has been sent a message for onboarding.
* `Connected`: Has identity mapped from an external account and can receive notifications about the onboarding process, but has not yet logged in to Cortex.
* `Onboarded`: Has completed onboarding.

#### Connecting a user with a "Not connected" status

If a user's onboarding status is `Not connected`, users with the `Configure identity mappings` permission can map the user's identity to an external account:

* Slack: Navigate to the [Slack Identity mappings page](https://app.getcortexapp.com/admin/settings/slack-mappings) in your Cortex settings.
* Microsoft Teams: Navigate to the [Microsoft Teams identity mappings page](https://app.getcortexapp.com/admin/settings/microsoftteams-mappings) in your Cortex settings.

From this identity mapping page, you can select a mapping from the dropdown menu for each user, as well as see and edit mapped users.

### Message users who have not onboarded

On this page, you can message team members who haven’t onboarded. The supported messaging methods are Slack and Microsoft Teams.

You must have the `Enable Onboarding management` permission to message users on this page.

1. On the onboarding management page, in the row displaying the user, click **Message user**:\\

   <figure><img src="https://826863033-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJW7pYRxS4dHS3Hv6wxve%2Fuploads%2Fgit-blob-ebfb5d5e74e026cd0f4a0b2fab485a582885cee2%2Fonboard-message.jpg?alt=media" alt=""><figcaption></figcaption></figure>
2. Optionally include a custom message, and review the message preview on the right side of the modal.
3. Click **Send message**.

### Message teams who have not onboarded

If multiple members of the same team have not completed onboarding, you can message the team.

You must have the `Enable Onboarding management` permission to message users on this page.

1. In the row for the team, click **Message team**.
   * In the modal, expand "Message details" to view which users the message will be sent to.
2. Optionally include a custom message, and review the message preview on the right side of the modal.
3. Click **Send message**.