OnRamp is built for flexibility. Whether you’re managing projects or just jumping in to complete tasks, there’s a role designed to fit your needs.
User Types
Super Admin
Full platform access, no restrictions.
Has complete control over all areas of the platform, including user management, settings, integrations, project creation, and all data.
Ideal for: CS Leadership, Operation, IT
Integrator
Manages integrations, with limited core functionality.
Can configure and manage third-party integrations (e.g., CRM, Zapier, Lanes Automations), but cannot own projects and cannot participate in projects without invitation.
Ideal for: CS Ops, RevOps, IT
Creator
Owns and manages onboarding projects and workflows.
Can create and manage projects, build onboarding playbooks, assign tasks, and access data. Cannot manage user roles or account-level settings.
Ideal for: CS Leadership, Onboarding Leaderships, CSMs, Onboarding Managers
Collaborator
Works within assigned projects, with visibility into data.
Can view project progress, update tasks, leave comments, and collaborate with team members. Cannot create new Playbooks or manage settings.
Ideal for: CSMs, Onboarding Specialists, Executive Stakeholders
Contributor
Contributes to onboarding tasks, with limited visibility.
Can complete assigned tasks, interact with the onboarding team, and see progress but does not have access to broader project data.
Ideal for: Cross-Functional Project Stakeholders
If a Contributor attempts to access a page they do not have access to they will receive the following message:
