What Booking Onboarding Covers
Onboarding is the first step to getting your team using 1Pass in a way that suits the size of your business, your systems, and your day to day admin. Whether you are based in Woodstock, running branches in Johannesburg and Durban, or onboarding staff remotely across South Africa, the process is planned so your team knows what happens next.
We start by understanding how your people work now, which apps need access, who should see what, and where the current pain points are. That might include shared passwords, staff leaving without a clean handover, or too many logins slowing the working day. A proper setup makes it easier to manage access, especially when teams are split between office, home and site work.
- Review your current password and access process
- Map the team structure and user roles
- Plan your vaults, permissions and sign in flow
- Set a practical onboarding schedule for your staff
How to Book a Session
To book onboarding, use the enquiry form on our contact page and tell us a bit about your team. Include your branch location, approximate number of users, the apps you need to protect, and whether you want a full rollout or a phased start. If you already know your preferred date or week, add that too.
Once we receive the request, we come back with the next steps and a suitable plan for your setup. For smaller teams in Pretoria or Stellenbosch, the process can be fairly quick. Larger or multi location teams may need a bit more coordination, especially if managers, admins and end users all need different access levels. Please dont worry if you are not sure what to ask for yet, we can guide you through it.
- Send your request through the contact page form
- Share your team size and branch locations
- List any urgent access or migration needs
- Choose a date that suits your working schedule
What We Need Before the First Call
A smooth onboarding starts with a few details in advance. We will ask for the basic shape of your business, the applications your team uses, and any existing password storage methods. If you are moving from spreadsheets, shared message accounts or a paper trail, mention that early so we can plan the migration carefully.
We also need to know who will be the main admin contact, who needs training, and whether there are any offboarding rules already in place. Coastal businesses in Gqeberha and Durban sometimes face extra device turnover because of contractor work and seasonal staffing, so it helps to know that upfront. The more accurate the starting info, the less time your team spends repeating work later.
- Number of users and departments
- Main admin contact and backup admin
- Apps, systems and shared accounts in use
- Any existing onboarding or offboarding rules
Step by Step Onboarding Process
Our onboarding process is structured so your team can move from planning to daily use without confusion. We begin with an initial security review, then move into platform setup, vault structure design, permission mapping and password migration where needed. After that, we handle user onboarding training and admin training so the right people know how to use the system from the start.
For businesses that need single sign-on, we configure access so staff can get into approved tools with fewer passwords to remember. That is especially useful when people are working between the office, home and client sites. During load-shedding or busy periods, fewer logins and fewer resets can save real time for your support team.
- Initial security review and access check
- Platform setup and vault structure planning
- Permission mapping for users, managers and admins
- Password migration and SSO configuration
- Training for staff and administrators
- Go live support and early stage follow up
Training for Teams and Admins
Training is part of the onboarding booking because a password manager only works well when people use it correctly. We keep the sessions practical and focused on the tasks your team does every day. Staff learn how to save and find logins, how to use shared access properly, and how to avoid risky habits like sending passwords in chats or notes.
Admin training goes deeper and covers permissions, user handling, onboarding, offboarding and access reviews. For managers in Cape Town, Johannesburg or remote roles nationwide, the aim is the same: less admin noise and better control over who can reach what. If your business has different departments with different access needs, we can structure the training around those lines.
- Staff use of password vaults and shared items
- Admin tasks for access control and reporting
- Offboarding steps when someone leaves
- Quarterly access review routines
Support After Go Live
Onboarding does not end the moment your team logs in for the first time. We stay available for early support while your staff settle into the new process, because the first few weeks are usually when questions come up. That may include permission changes, forgotten steps, or help with password migration cleanup.
Businesses with branches in Woodstock, Century City, Pretoria, Durban or Gqeberha often prefer to roll out in stages. That is fine. We can support a single department first, then extend to the rest of the company once the first group is comfortable. For remote teams, we also help with practical follow up so that everyone stays aligned even if they are in different provinces.
- Early support after the first rollout
- Help with questions from users and admins
- Phased onboarding for larger teams
- Quarterly access reviews and ongoing team support
