OnboardFi
OnboardFi
Docs
OnboardFi Docs
Ask OnboardFi AI
Log In
Start for free
Search
Documentation menu
Platform
Platform Overview
Getting Started
Customer Lifecycle Management
Portal Creation & Customization
Client Access Management
AI Voice Assistant
Team Collaboration
Team Collaboration
User Roles & Permissions
Sales Teams (AEs/SDRs)
Implementation Teams
Customer Success Teams
Cross-Functional Access
Project Access Control
Team Member Assignment
Permission Levels
Client Visibility
Collaborative Features
Internal Communication
Team Comments
Activity Feeds
Notifications
Task Coordination
Task Management System
Analytics & Reporting
Customer Portal Experience
Integration Ecosystem
Template Management
Implementation Guide
Advanced Features
Security & Compliance
Best Practices
Troubleshooting & Support
Appendices
Resources
Platform integration
Multitenancy
Glossary
OnboardFi roadmap
updated
Early access
Community
Changelog
OnboardFi Docs
Ask OnboardFi AI
/
Team Collaboration
/
Team Member Assignment
Team Member Assignment
Team Member Assignment
This section will cover assigning team members.
Previous
Cross-Functional Access
Next
Permission Levels
Was this page helpful?
Yes
No
Thank you for your feedback!
