Manage users smarter. Work together.
Add and manage multiple users and subusers from one centralized compliance platform, with controlled access to questionnaires, documents and other client information.
One organization. Multiple users. Controlled access.
Manage your team from one centralized compliance environment while keeping user access aligned with individual responsibilities.
Onbordin allows a main user to add multiple users and subusers under one centralized account. This gives organizations a practical way to involve different team members in client and compliance workflows without creating separate, disconnected workspaces.
Authorized subusers can see the information made available to them, including client details, uploaded questionnaires and documents. Depending on the permissions assigned to them, subusers can also manage relevant information while access restrictions help keep control with the appropriate users.
This creates a shared working environment where teams can collaborate on the same compliance information while maintaining a structured approach to user access and responsibilities.
Everything your team needs to work together.
Bring users, questionnaires and documents into one structured workspace with access controls designed around the way your organization works.
Multiple Subusers
Add and manage multiple subusers under a main user account, giving your team a shared and structured way to work.
Role-Based Access
Control what each subuser can view or manage with permissions and restrictions appropriate to their role.
Shared Questionnaires
Authorized subusers can view and work with questionnaires and information available under the main user account.
Shared Documents
Keep compliance documents accessible to the right team members while maintaining the restrictions configured for each user.
Share information without losing control.
Subusers can work with information belonging to the main user, while access remains subject to the permissions and restrictions configured for them.
- Client information: View relevant details available under the account.
- Questionnaires: Access and work with authorized questionnaires.
- Documents: View or manage documents according to assigned access.
- Permissions: Keep user access aligned with individual responsibilities.
Set up your team in a simple workflow.
Add users, configure access and let your team collaborate from one centralized compliance environment.
Add Subusers
Create the team members who need access to information managed under the main user account.
Set Permissions
Apply the appropriate access level and restrictions based on each subuser’s responsibilities.
Collaborate
Let authorized users work with questionnaires, documents and other relevant compliance information.
Manage Access
Keep user access organized as your team grows and responsibilities change.
Connect user management with your wider compliance workflow.
Use Onbordin's connected services to manage screening, reporting and compliance documentation alongside your users and subusers.
Manage your team with clarity and control.
Add multiple users and subusers, share questionnaires and documents, and keep access organized from one centralized Onbordin platform.