If you’re an admin on your Breezy Onboard account, you can invite other people to help you manage the account and the onboarding process for new hires. You can choose from any of the members on your Breezy Hire account.
People you add to your account are each assigned a Company Role: Administrator or Member. Both Admins and Members can be assigned as the Manager for a new hire.
Administrator: Company Admins manage the company-wide settings for the account and have access to all available features. Admins can:
Add and remove other users
Manage subscription and billing info
Create and edit company-level onboarding routes and templates
Add new hires
Member: Company Members work with new hires to complete their onboarding routes and have limited access to settings and features. Members can:
Edit routes and complete tasks for new hires who are assigned to them
Create tasks for other Members
Complete tasks assigned to them
How to add new users to your Breezy Onboard account
Admins can invite new members from their Users page.
Click the gear icon ⚙️ in the left sidebar.
Click Users.
Click the Invite Members button.
Click the Breezy User dropdown and choose members from your Breezy Hire account.
Click the Add to this Role dropdown and choose Admin or Member.
Click Send Invites.
Note: New hires are not added as permanent users. To add a new hire, go to the People List.
How to remove users from your Onboard account
Admins can delete users on their Users page.
Click the gear icon ⚙️ in the left sidebar.
Click Click Users.
Find the correct user on the list and click the X on the right-hand side.
Click OK to confirm.
The user will be removed from your account immediately.