Set up each new starter in one flow
Create a starter's Google Workspace account with your default signature, confirm their phone number with an SMS code, collect their documents and watch their progress. Employees, clients and general onboarding each have their own steps, so an office manager welcoming three people in one week can see who still owes a document.
What happens on a starter's first days
One form creates the Google Workspace account
Fill in the form and the account is created in the organisational unit you pick. Your default signature comes with it.
A texted code confirms the phone number
A one-time code is sent to the new starter to confirm their number. It expires after 10 minutes, and SMS must be set up first.
Documents arrive through the starter's own link
Starters can upload things like ID and tax forms from home. You choose which profile fields they must fill in.
See where each new starter is
Every onboarding request is pending, in progress or completed, and the page counts how many are in each state.
Works with
- Signatures is where the default signature is designed, with each person's name, job title and phone filled in from your directory.
- Client onboarding can start from a won deal in Deals, with the company and contact already filled in.
When you request access, tell us who is joining next.
Sending a request doesn’t create a workspace, and every request is reviewed before anyone is given access.