LogoLogo
Login to CortexBook a DemoCortex Academycortex.io
  • Cortex Docs
  • Cortex Quick Start
  • Ingesting data into Cortex
    • Managing Entities
      • Adding entities
        • Add services
        • Add domains
        • Add teams
        • Add custom entity types
        • Defining dependencies
      • Entity details page
      • Defining ownership
      • Defining relationship types
      • Grouping entities
      • Adding external documentation
      • Adding Deploy data
      • Adding custom data
      • Viewing discovered entities
      • Archiving entities
      • Relationship graph
      • Using On-call Assistant for incidents
      • Managing Terraform infra in Cortex
    • Managing Catalogs
    • Integrations
      • Internally hosted integrations
      • ArgoCD
      • AWS
      • Azure DevOps
      • Azure Resources
      • BambooHR
      • Bitbucket
      • BugSnag
      • Buildkite
      • Checkmarx
      • CircleCI
      • ClickUp
      • Codecov
      • Coralogix
      • Custom webhook integrations
      • Datadog
      • Dynatrace
      • Entra ID (Azure AD)
      • FireHydrant
      • GitHub
      • GitLab
      • Google
      • Grafana
      • incident.io
      • Instana
      • Jenkins
      • Jira
      • Kubernetes
      • LaunchDarkly
      • Lightstep
      • Mend
      • Microsoft Teams
      • New Relic
      • Okta
      • Opsgenie
      • PagerDuty
      • Prometheus
      • Rollbar
      • Rootly
      • Sentry
      • ServiceNow
      • Slack
      • Snyk
      • SonarQube
      • Splunk Observability Cloud (SignalFx)
      • Splunk On-Call (VictorOps)
      • Sumo Logic
      • Veracode
      • Wiz
      • Workday
      • xMatters
  • Scorecards
    • Initiatives and Action items
      • Creating issues based on Initiatives
    • Scorecard rule exemptions
    • Scorecard rule filters
    • Scorecard examples
    • Scorecards as code
  • Reports
    • Executive report
    • All Scorecards report
    • Bird's eye report
    • Progress report
    • Report card
  • Eng Intelligence
    • Custom Metrics
    • Jira Metrics
    • Metrics Explorer (Beta)
  • Cortex Query Language (CQL)
    • Using CQL reports
    • Using JQ in Cortex
  • Workflows
    • Creating a Workflow
      • Workflows as code
    • Blocks
    • Running a Workflow
    • Registering a Scaffolder template
      • Scaffolder advanced usage
    • Using a Workflow to sync in ArgoCD
    • Kicking off a Jenkins pipeline in a Workflow
    • Calling internal service endpoints in a Workflow
  • Plugins
    • Creating a plugin
      • Creating a plugin proxy
    • Migrating Backstage plugins to Cortex
  • Engineering homepage
  • Workspace Settings
    • Using GitOps for Cortex
      • GitOps logs
    • Managing users
      • Roles and permissions
        • Custom roles
        • Team ownership entity editing
      • Configuring SSO
        • Microsoft Entra ID
        • Google
        • Other OIDC providers
        • Okta
          • Okta SCIM
      • Configuring identity mappings
      • Onboarding management
    • API keys, secrets, and tokens
      • Secrets
      • Personal tokens
    • Audit logs
    • Entity settings
      • Data verification
      • Auto archiving entities
    • IP allowlist
    • Notifications
      • Notification logs
    • Customizing your workspace
    • Using search in Cortex
  • Cortex API
    • REST API operations
      • API Keys
      • Audit Logs
      • Catalog Entities
      • Custom Data
        • Custom Data (Advanced)
      • Custom Events
      • Custom Metrics
      • Dependencies
      • Deploys
      • Discovery Audit
      • Docs
      • Eng Intel: User Labels
      • Entity Relationship Types (Beta)
      • Entity Relationships (Beta)
      • Entity Types
      • GitOps Logs
      • Groups
      • Initiatives
      • Integrations APIs
        • Azure Active Directory (Entra ID) API
        • Azure Resources API
        • AWS API
        • Azure DevOps API
        • CircleCI API
        • Coralogix API
        • Datadog API
        • GitHub API
        • GitLab API
        • incident.io API
        • LaunchDarkly API
        • New Relic API
        • PagerDuty API
        • Prometheus API
        • SonarQube API
      • IP Allowlist
      • Notification Logs
      • On call
      • Packages
      • Plugins
      • Queries
      • SCIM
      • Scorecards
      • Secrets
      • Team Hierarchies
      • Teams
      • Workflows
Powered by GitBook
On this page
  • View onboarding management
  • Onboarding statuses
  • Message users who have not onboarded
  • Message teams who have not onboarded

Was this helpful?

Export as PDF
  1. Workspace Settings
  2. Managing users

Onboarding management

Last updated 2 months ago

Was this helpful?

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 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.

  • New user: Has identity mapped from an external account, 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:

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:

  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.

Slack: Navigate to the in your Cortex settings.

Microsoft Teams: Navigate to the in your Cortex settings.

Slack Identity mappings page
Microsoft Teams identity mappings page
onboarding 1