The Complete Team Onboarding Checklist for TrueValue
A step-by-step checklist to onboard new team members — from account setup to permission configuration to first tasks.
Onboarding a new team member to TrueValue takes about 15 minutes when you follow this checklist. Do not skip steps — proper setup prevents permission issues and confusion later.
The Checklist
- Send invitation from Settings → Team → Invite Member
- Choose the appropriate role (Admin, Manager, or Member)
- Assign to the correct team or department
- Configure module access (CRM, Marketing, Payroll, etc.)
- Set up email integration (Gmail or Outlook)
- Share relevant dashboard templates and saved views
- Assign their first task or deal to get started
- Schedule a 15-minute platform walkthrough
Tip
Create a reusable onboarding workflow that triggers automatically when a new team member accepts their invitation.
Related Articles
View all
Introducing TrueValue CRM — The All-in-One Business Platform
Today we are launching TrueValue CRM, a comprehensive platform that brings together CRM, marketing automation, payroll, appointments, and more into a single unified suite.
Why Privacy-First Architecture Matters for Your Business
In an era of data breaches and surveillance capitalism, we built TrueValue from the ground up with privacy as a core principle. Here is why that matters.
Getting Started with TrueValue CRM: A Complete Guide
Everything you need to know to set up your organization, invite your team, and start managing customer relationships from day one.