How to Onboard a Team Member
Bring a new team member up to speed.
A short checklist for bringing a new colleague up to speed.
Before they start
- Invite them with the right role (guide). Share the acceptance link yourself.
- Assign them to the projects they will work on (project → Team → Assign member).
First session
- Sign in and look at Home (what needs attention) and My Work (items assigned to you).
- Start the Academy tour from the Help/Academy button. It walks through the real workflow on a demo project, so they can practise without touching live data.
- Read Key concepts.
By role
| Role | Start with |
|---|---|
| Field Officer | Log activities, Upload evidence |
| M&E Officer | Build a logframe, Update indicator values |
| Grants Officer | Upload a donor template, Generate an AI draft |
| Project Manager | Review and approve reports, Export reports |
| Compliance Officer | Compliance checklist, Audit trail |
| Viewer | Export reports |
After a week
- Check their activity in the audit log if you need to.
- Adjust their role if they need more or less access (guide).