This guide walks you through the initial admin setup of OnRamp, so your team can hit the ground running. You’ll learn how to configure your portal, invite users, connect integrations, and prepare templates for repeatable success.
Use this when you're new to OnRamp or launching a new workspace for a customer.
Before You Begin
Make sure you:
Have Admin access to OnRamp
Know your desired branding, teams, and workflow tools (like Salesforce, HubSpot, or Slack)
Have your playbooks or onboarding steps handy, if applicable
Steps to Follow
Set Up Your Profile
This is your home base. Add your name, upload a photo, and personalize things a bit. Your profile shows up in comments, assignments, and dashboards—so it helps your team (and your customers) know who’s who.
Click your avatar in the top right corner
Select My Profile
Upload a photo and add your details
📎 Related: [Getting Started with OnRamp]
Customize Your Portal Branding
Make the portal feel like yours. You can add your logo, set your brand colors, and even adjust the language. This is what your customers will see, so it's worth making it feel polished and on-brand.
Go to Settings > Portal
Upload your logo and set brand colors
Update default language and time zone
Invite Users and Set Permissions
OnRamp is all about collaboration. You’ll want to add your team (internal users) and your customers (external users) so everyone can see tasks, leave comments, and get stuff done.
Go to Administration > Users
Click Add User and choose a role:
Internal: your team members
Customer: users at the organization you're onboarding
Assign appropriate permissions by role
📎 Related: User Types / Permissions
Configure Data Fields
Every company tracks slightly different info—this is where you tell OnRamp what matters to you. Want to track “Kickoff Date” or “Industry Type”? Add it here.
Navigate to Settings > Data Fields
Add or edit custom fields for Projects, Tasks, or Users
Choose field types (text, dropdown, date, etc.) and visibility
Connect Integrations
If you’re using tools like Salesforce, HubSpot, or Slack, you can connect them here. This way, you don’t have to copy-paste things between systems—OnRamp keeps everything talking to each other.
Go to Settings > Integrations
Choose apps like Salesforce or HubSpot
Follow prompts to authorize and map fields
Create or Import Playbooks
Think of a playbook like a recipe for onboarding. It holds all your repeatable steps, tasks, and timelines. You can build one from scratch or use a template.
Go to Library > Playbooks
Create new onboarding steps or import templates
Define modules, tasks, and automation rules
Assign Tasks by Role
Not every task should go to the same person every time. With role-based assignments, you can say “this task always goes to the CSM” or “this part is for the customer.” Set it once, and OnRamp handles the rest.
In your playbook, open a task and choose an Assigned Role
Test Everything with a Dummy Project
Before inviting real customers, try it out yourself. Launch a test project, assign tasks to teammates, and walk through it like you're the customer. It’s the best way to catch anything that feels clunky.
Create a test project
Run through it and tweak anything that doesn’t feel right
Tips & Troubleshooting
Portal not matching your brand? Try clearing cache or reloading with a hard refresh (Cmd+Shift+R).
Users not seeing tasks? Check task visibility settings in the Playbook or Task editor.
Need help mapping fields in integrations? See our [Integration Troubleshooting Tree].