Onboarding #

When a new user is added to a project (via Add existing, Invite user, or Create user in Project Settings → Members), they receive access based on their role and company assignment.

Video Walkthrough #

Get started with a new project in Mowafeq.

Automatic Access #

Users gain access to the project immediately when:

• An existing user is added to the project via "Add existing".
• A new account is created directly with "Create user".
• An invitation is accepted (see below).

The user sees the project in their project selector and can navigate to all areas their role permits.

Invitation Flow #

When you invite a user:

1. The system sends an email with a secure invitation link.
2. The recipient clicks the link to accept the invitation.
3. They set their name, password, and complete profile.
4. The account becomes active and they can log in.

Invitations expiry after 7 days. If an invitation expires, resend it from the Members page.

Onboarding Checklist #

For new Document Controllers, ensure they have:

• [ ] Access to the correct project(s).
• [ ] Appropriate role (Staff for DCs, Member for reviewers).
• [ ] Company assignment matches their organization.
• [ ] Notification preferences configured (via bell icon on their member row).

For regular users (reviewers, participants), they typically only need:

• [ ] Access to the correct project(s).
• [ ] Notification preferences configured.

First Login #

On first login, new users should:

1. Set up their profile (name, phone, position).
2. Review notification preferences.
3. Familiarize themselves with the Dashboard and registries.
4. Bookmark the User Manual for reference.

Direct them to Get Started for orientation.