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Which Roles Have an Onboarding Status?

Cassi Thompson

Onboarding status applies only to certain roles within Everlance. If you don’t see an onboarding status for a user, it may be because of their assigned role.

Who does not get an onboarding status?

  • Account Owners (AO) and Super Admins (SA) – These roles are always excluded from onboarding.
  • Reviewers – If a user’s only role is Reviewer, they will not have an onboarding status.

Who can have an onboarding status?

  • Members
  • Managers
  • Manager Limited
  • Manager + Reviewer

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