Administration & Configuration
Set up and manage your OnRamp organization. Customize the portal, control access, and configure security.
Configure Self-Service Registration for Your CustomersWith self-service registration, you can empower your customers to sign up themselves.
Assigning Roles & TasksDuring project creation, you map real people to each role — and all tasks tied to those roles are automatically assigned.
Create and Use Data Fields in OnRampUse Data Fields anytime you need to track information unique to your business process.
OnRamp CS Standard Operating Procedures (SOP)Scale Customer Engagement with Clarity, Consistency, and Speed
OnRamp Playbook Audit ChecklistUse this checklist to score the quality of a playbook before publishing or reusing it with a customer.
Org Settings
Configure your organization’s look, feel, and data — including branding, portal URLs, and templates
Set Up OnRamp for Your OrganizationUse this when you're new to OnRamp or launching a new workspace for a customer.
Manage OnRamp Notifications and Email SettingsStay on top of project updates by managing notification and email settings in OnRamp.
Configure Portal Branding and LanguageCustomize your OnRamp portal to reflect your brand and speak your customers’ language.
Configure a Branded Customer URLConfigure a custom URL for your customer portal
Advanced FilteringAdvanced filters help you cut through the noise so you can quickly find the exact projects or tasks you need.
View Email Templates in OnRampView all email templates, preview content and send test emails
Access & Roles
Define roles, permissions, and user types to keep projects organized and secure.
Understand User Types and Permissions in OnRampThis article explains the different roles and their permissions so you can assign the right access with confidence.
Set Up Playbook Roles to Streamline Task AssignmentThese roles act as placeholders for the people on your team who will be responsible for key tasks.
Authentication & Security
Set up SSO, authentication, and whitelisting to keep your team and data safe.
Enable Google SSO for Your OnRamp OrganizationGoogle Single Sign-On (SSO) lets your team log in to OnRamp using their Google accounts. This makes access faster, easier, and more secure.
Set Up Okta SSO in OnRampOkta Single Sign-On (SSO) lets your team log in to OnRamp using your organization’s identity provider (IdP) credentials.
Azure SSOYou can connect OnRamp to your organization’s Azure Active Directory (AD) to give your team a seamless, secure sign-in experience.
Whitelist OnRamp Notifications and EmailsEnsure you receive OnRamp notifications by whitelisting emails. Follow these steps to prevent messages from being blocked or marked as spam.
How customers authenticate and access the portalAuthenticate with a one-time PIN sent to their email. This ensures a simple and secure login process without needing to remember a password.