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This guide is for Company contacts invited to an onboarding portal. It shows how to open your invitation, verify your email, and come back later from your regular portal account.

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Before you start

  • Your IT service provider creates the onboarding portal, adds you as a contact, and starts it. Nothing opens until they start it.
  • You need the invitation email sent to you. Use your own invitation, not a colleague’s.
  • Access to your regular Company portal does not give you access to every onboarding portal.

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Open an emailed invitation

1

Open your invitation

Select the link in the onboarding invitation email from your IT service provider.
2

Verify your email

On Verify Your Email, enter the email address the invitation was sent to. The page shows a masked hint. Select Send Verification Link.
3

Check your inbox

Open the verification email and follow its link. The link expires after 30 minutes. If it has not arrived, check your junk folder. When the countdown ends, select Resend Verification Email. You can request up to 5 emails.
4

Continue to the portal

On Complete Verification, select Continue to Portal. Opening the email link alone does not finish signing in.
5

Review your workspace

Check the portal and company name. Then review the tasks and information your provider made available. It can include documents, forms, approvals, and training.
You do not need to create a regular portal account first. Your session lasts 30 days.

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Return from your Company account

1

Sign in

Sign in to your normal Company portal with the email your provider added to the onboarding contacts.
2

Open My onboarding

Select My onboarding in the sidebar, next to Company. It shows when your account has an onboarding portal. The page is titled Your onboarding.
3

Continue

Find the active portal and select Continue. You skip the invitation email steps when your signed-in email and company match an active contact.
If the page says No onboarding portal is linked to this account, ask your IT provider to add the email you sign in with. Your invitation may have gone to a different address, or the portal may no longer be active.

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Ask your provider a question

1

Open Ask a Question

Inside the portal, select Ask a Question.
2

Write your question

Type it in the box. Questions go to the team managing your onboarding, and they can reply to your email.
3

Send

Select Send Question and wait for Question sent!. Select Cancel to close without sending.
If the portal says it could not send, or that no team members are assigned to receive questions, contact your provider through your usual support channel. Do not type passwords in a question. Use the credential task instead.

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Troubleshooting

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Frequently asked questions

No. The invitation flow verifies your email and opens the onboarding portal. A regular Company account is useful for coming back through My onboarding when your provider has linked the same email.
Your signed-in account must match an available contact on an active portal for the same company. Ask your provider to check your email, company, contact access, and the portal status.
No. Ask your provider to add that person as a contact so they get their own link.
No. Your MSP manages onboarding contacts and access. Ask them to add or update a contact.
No. Your provider has not started the portal yet. Ask them to start it.
No. Each task has its own completion or submit button. Wait for a confirmation after you submit.
It goes to the team your provider set up to receive questions. If no one is set up, the portal tells you. Use your normal support channel then.