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Onboarding and Access

Onboarding a tenant​

A new tenant moves through setup in stages before its staff start work:

  • Sign-up and approval of the tenant account
  • Configuration progress across modules: facilities, users, services, prices, payers
  • Go-live, once the required steps are complete

The onboarding dashboard shows what is done and what is left for each module.

Users and permissions​

Access is based on permissions, grouped into roles. Not every user sees every module: menus and routes appear only for people who hold the permissions they need, and only in modules the facility has enabled.

Signing in​

Staff sign in with:

  • email verification followed by a password
  • passkeys, once registered on a device

Sessions use a short-lived access token and a refresh token. Password reset uses a signed, time-limited link.

Partner systems​

Systems run by partners sign in with their own credentials and are held to the same permissions as people. See Authentication.