Passkey-X

Onboard a new hire with an Onboarding Vault

Prepare their starting accounts; on first sign-in they change each password with the generator and tick it off.

Steps

  1. Open Admin console › People › Joiners & leavers. Choose Mandatory or Optional, the deadline, and whether overdue onboarding pauses access.

  2. Under Onboard a new hire, enter their name and work email, pick a template (or add steps), and set each starting username and password. The generator fills strong ones. Tick the shared vaults they should get when they finish (viewer or editor, optionally use only).

  3. Choose Create onboarding vault. It is encrypted on your device; Passkey-X only sees step titles and progress.

  4. Invite them to the organization with the same email. When they sign in, their Onboarding Vault appears first on the web, desktop and phone.

  5. If the progress list says a key is waiting, choose Deliver now. Use Remind, +7 days or Resume when someone needs a nudge.

  6. Each finished account is saved into their work vault, named after your organization and the person (for example Acme · Priya). It belongs to the organization: admins can open it and it stays when they leave. Their Personal vault stays private.

  7. Until they finish, they see only their onboarding and their work vault. Company, department and team vaults open when the last step is done.

Good to know

  • One work vault per person: onboarding the same person again puts the new accounts into the work vault they already have.
  • Save a set of steps as a template (Sales, Engineering…) to reuse it, together with its shared vaults. Templates never contain passwords.
  • When someone leaves, open the Offboarding checklist on the same screen.
Open Passkey-X: Admin console Full user guide (Word)