Setup for Onboarding / Offboarding

You can use Indent to onboard and offboard team members to everyday and critical applications.

Goal: You want to simplify the onboarding process for new hires by giving them an easy way to request and get access.

How it works: Indent connects to your identity, and notification tools to manage access to your stack.

• Request access from Slack or the Indent Dashboard.
• Review and approve access requests from Slack.
• Grant time-bound access to your everyday business apps.
• Automatically revoke access or bulk offboard app access.

Step 1: Select integrations

• Go through the Indent Setup Wizard to pick the integrations you want to use.
• Click Next Step → to continue and confirm that you're an admin.
• Click Finish Setup → to continue and connect the systems via OAuth.

Step 2: Test with yourself

1. Open indent.com/access and type /access in Slack.
2. Select the Resource you want to access.
3. Review and approve the request in Slack.
4. Check that access was provisioned to your identity group.
5. Revoke access in Slack and check that access was revoked from your identity group.

Step 3: Onboard your team

1. On the setup page, click Onboard your team.
2. Select the team members you want to onboard, and click Onboard (X) people action.
3. Select how they should be onboarded:
   • Notify users — this will send the users a notification via Email/Slack.
   • Create petitions — this will raise requests on behalf of the users.
4. Click Onboard to send an onboarding message to your team members.

Conclusion

Congrats! You've just configured requesting and managing ephemeral onboarding / offboarding with Indent.

Looking for something?

• How to make an access request →
• How to add an integration →
• How to contact support →