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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.

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.

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Onboarding statuses​

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

  • New user: Has not onboarded.
  • Not connected: Does not have their identity mapped from an external account.
  • Notified: Has been sent a message for onboarding.
  • 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:

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's name, click Message user:
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  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.
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  2. Optionally include a custom message, and review the message preview on the right side of the modal.
  3. Click Send message.