Onboarding Pipeline: Apps

Section Description

The Apps tab is a key part of the onboarding process where the admin grants a new employee access to corporate accounts. This section allows for seamless account management by enabling the admin to add, update, or revoke access as needed.

Features List

• Grant account access
• Revoke account access
• Edit app credentials

Feature Overview

Adding access to the account

To grant access to a corporate account, click Add App.

In the pop-up window, enter the required credentials and confirm the action. Once saved, the account will appear in the list of assigned apps.

Once access is granted, the login details will be securely sent to the employee. The admin can then manage assigned accounts via the employee's profile.

Revoking an app

To revoke an employee’s access to an account, click the Revoke button and confirm the action. The account will be removed from the assigned list, and the employee will no longer be able to log in.

Editing app

To update login credentials for an account, click the Edit button next to the app.

In the pop-up window, update the credentials as needed and click Save.