Onboarding a New Team Member
Bringing a new colleague up to speed quickly means giving them the right access, the right context and a clear first task. A good onboarding routine turns nervous beginners into confident editors fast.
This guide offers a simple checklist for setting up and training a new team member on the systems we have built for you.
Setting Them Up
Get the practical basics sorted before their first real task so they are not blocked on day one.
- Create their own account with the right role.
- Help them enable two-factor authentication.
- Point them to this knowledge base.
- Share your brand guidelines and tone of voice.
Their First Tasks
Confidence comes from doing. Start them on low-risk work with a colleague on hand.
- Ask them to read the getting-started guide.
- Have them edit a draft page for practice.
- Review their first published change together.
- Gradually widen their responsibilities.
Frequently Asked Questions
How much access should a brand-new editor get?
Start with the least they need for their role and expand it as they gain confidence. It is easy to add access later and safer than over-granting on day one.
If you need a hand with any of this, your Progressive Robot delivery team is ready to help. Raise a ticket from the Support area of your client portal or speak to your account manager and we will guide you through the next steps.