Invitations & Onboarding

Bring new team members onto the platform by sending invitations and guiding them through onboarding.

Sending Invitations

1. Navigate to Team → Invitations.
2. Click Invite User.
3. Enter:
   • Email Address (required)
   • Role: Guard, Supervisor, Company Admin
   • Assigned Site (optional — for guards)
4. Click Send Invitation.
5. The invitee receives an email with a link to create their account.

Invitation Statuses

Managing Invitations

• Resend: Click Resend on an expired or pending invitation to send a fresh email.
• Cancel: Remove a pending invitation if it's no longer needed.
• Track: See when each invitation was sent and its current status.

Guard Onboarding Flow

After a guard accepts their invitation:

1. They create their account (email + password).
2. They download the Attlock Guard App (iOS or Android).
3. They log in with their credentials.
4. They grant required permissions (Location, Camera, Notifications).
5. They set up biometric login (optional but recommended).
6. They're ready for their first shift.

Recommended Pre-First-Shift Steps

• Complete profile — ensure their personal details, emergency contacts, and uniform sizes are filled in.
• Add licenses — upload any required security licenses or certifications.
• Set availability — mark their available days and hours.
• Review post orders — read and acknowledge standing instructions for their assigned site.
• Complete training — finish any required training modules.

Admin/Supervisor Onboarding

After an admin or supervisor accepts their invitation:

1. They create their account.
2. They access the Admin Dashboard from their browser.
3. Assign them the appropriate Role with the right permissions (see Access Control & Roles).
4. Walk them through key features relevant to their responsibilities.

Onboarding Checklist for New Companies

If you're setting up Attlock for the first time:

1. Company Profile — set up your company name, logo, address, license info.
2. Branding — upload logo and set brand colors.
3. Sites — add your security sites with addresses and geofences.
4. Roles — configure custom roles if the defaults don't fit.
5. Guards — invite and onboard your guard team.
6. Clients — add client companies and assign site access.
7. Schedules — create your first week of shifts.
8. Patrols — set up patrol routes and checkpoints.
9. Policies — publish key policies for guard acknowledgment.

Tips

• Send invitations in batches — invite all guards for a site at once.
• Set up training modules before inviting guards so they can complete onboarding in one go.
• Follow up on pending invitations — some people miss the email or forget.
• Use the Onboarding Checklist above to make sure nothing is missed.

Related Articles

• Getting Started with the Admin Dashboard
• Managing Guards
• Access Control & Roles
• Compliance, Policies & Training