Skip to main content- Creating a New PersonAdd new people to Senbee so they can be onboarded, assigned to dimensions, and given access to services.
- Assigning Dimensions to a PersonAttach companies, departments, or other dimension types to a person’s profile to ensure accurate grouping and permissions.
- Assigning Services to a PersonLink services such as access rights, resources, or system roles to a person’s profile as part of their onboarding process.
- Understanding the Onboarding FlowThe onboarding flow guides each new person from initial creation to full access, ensuring no critical step is missed.
Admins can track this progress in the status bar at the top of every person’s profile.
- Customizing Onboarding StepsTailor the onboarding process to match your organization’s workflow by adding, reordering, or editing steps.
- Editing a Person’s DetailsUpdate a person’s profile whenever names, contact information, or other details change.
Every update is automatically recorded in the Activity log for full audit history.
- Viewing and Using the Activity LogThe Activity log provides a complete timeline of every action on a person’s profile—from dimension assignments to welcome-letter sends—so you can track changes and maintain compliance.
- Deactivating or Removing a PersonWhen someone no longer needs access to Senbee, you can either deactivate their account to suspend access or remove it entirely.
Use these options to manage offboarding while keeping your records accurate.
- Understanding DimensionsDimensions are the core building blocks for organizing data and permissions in Senbee.
They represent entities that people, rooms, and other resources can be linked to, making reporting and access control easier.
- Creating and Managing DimensionsKeep your Senbee environment organized by creating and maintaining Dimensions.
Dimensions represent entities such as companies, departments, vendors, or custom groups that people and resources can be linked to.