Creating & Managing Users in OnRamp

OnRamp has two types of users.

Understanding the difference is key to keeping access clean, costs controlled, and projects running smoothly.

Let’s break it down.

The Two Types of Users

🏢 Internal Users

Your team.

These are the people inside your organization who manage, own, and collaborate on projects.

Examples:

• CSMs

• Onboarding Managers

• Implementation Specialists

• RevOps

• Executives

Important:
Internal users require an OnRamp license.

They log into the full OnRamp application and can:

• Create and manage projects

• Build playbooks

• Configure workflows

• View dashboards and insights

• Interact with customer users

You can view and manage them under:

Users → Internal

🤝 Customer Users (Project Members)

Your customers.

These are external stakeholders invited into specific projects via the Customer Portal.

Examples:

• Implementation leads

• Technical contacts

• Executives

• End users

Customer users:

• Do not require an OnRamp license

• Only see the projects they’re added to

• Access tasks, comments, files, and portal content

You can view and manage them under:

Users → Customer

How to Create Internal Users

1. Go to Users → Internal

2. Click + Add Internal User

3. Enter:

   • Name

   • Email

   • Title

   • Role

4. Click Save

They’ll receive an invitation to join OnRamp.

Once accepted, they can log in and begin collaborating.

Internal User Roles (Quick Recap)

Internal users are assigned roles that control platform permissions, such as:

• Super Admin

• Integrator

• Creator

• Collaborator

• Contributor

(For a detailed breakdown of each role, see the Roles & Permissions article.)

How Customer Users Are Created

Customer users can be created in three ways:

1⃣ Manually from a Project

Add them directly as a project member.

2⃣ Automatically via Workflow

If you map CRM contact fields inside a Workflow (in the Project Customer Users card), OnRamp can automatically create customer users during project creation.

This is ideal for:

• Pulling in primary contacts from Deals/Opportunities

• Adding multiple stakeholders (e.g., Contact Roles)

• Scaling onboarding without manual invites

3⃣ Inviting from Within a Project as a Customer

Inside a live project, a customer with access to the project can click Invite to add another project member from their company.

What You Can See on a User Profile

Both Internal and Customer user profiles show:

• Related projects

• Assigned tasks

• Activity history

• Notes

• Data fields (if configured)

This makes it easy to answer:

• “What is this user involved in?”

• “Why do they have access?”

• “What projects are they supporting?”

Internal vs. Customer — At a Glance

Best Practices

✔ Only license users who truly need platform access
✔ Use Workflows to automatically create customer users from CRM data
✔ Keep internal user roles tight and intentional
✔ Review inactive users periodically

Clean user management = secure, scalable onboarding.