Which Roles Have an Onboarding Status?

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