--- title: Onboarding Manager Overview description: an overview of the new onboarding manager including permissions and statuses --- [Skip to content](https://help.paymentworks.com/knowledge-base/onboarding-manager-overview-#main-content) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png)](https://www.paymentworks.com/) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) Open main navigation Close main navigation - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [Contact Support](https://help.paymentworks.com/contactsupport?hsLang=en) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.paymentworks.com/knowledge-base?hsLang=en) 2. [Payer Knowledge Base](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en) 3. [Sending Invitations & Reviewing Payee Status](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sending-invitations-reviewing-payee-status) # Onboarding Manager Overview ## Onboarding Manager is where you send invitations to new payees and track each onboarding from invitation through connection It replaces the Onboarding Tracker and includes everything you used there, plus a color-coded tracker, time-in-status, and quick actions on every row. > **Note:** Onboarding Manager currently displays a **Preview** badge. The badge will be removed when the feature reaches general availability. #### **Open Onboarding Manager** 1. Log in to PaymentWorks. 2. Click the **Vendor Master Updates** tile. 3. Click the **Onboarding Manager** tab. > **Note:** If you are an initiator, Onboarding Manager opens automatically after you click the **Vendor Master Updates** tile, so you can skip step 3. If you have other permissions to view profile data, click the **Onboarding Manager** tab to switch to it. The records and actions you see depend on your permissions. See **Review Required Permissions** below. **Understand the Onboarding Flow** Every onboarding follows the same path: 1. You send an invite to a payee. 2. The payee registers a PaymentWorks account. 3. The payee completes and submits their profile. 4. Your team reviews and approves the submission in **Profile Manager**. 5. The payee is connected and a Vendor Number is assigned. **Onboarding Manager** tracks every step. Steps 1 through 3 are managed directly in Onboarding Manager. For steps 4 and 5, Onboarding Manager links you to the payee's profile in Profile Manager, where submission review happens. > **Note:** Approving an invite and approving a profile submission are two separate processes. Invite approval happens in Onboarding Manager. Submission approval happens in Profile Manager. #### Explore What You Can Do - **Send invites** to new payees, including an optional personalized message. - **Approve or return invites** before they are sent, if your organization uses invite approvals. - **Track progress** with a six-step tracker and see how long each record has been in its current status. - **Resend invites** with updated details. - **Withdraw invites** one at a time or quickly from the list with **Quick Withdraw**. - **Disable reminder emails** for individual invites. - **Search, filter, and export** onboarding records to CSV. #### Know Who Uses Onboarding Manager - **Initiators** are the users who send invites. Initiators typically track their own invites. - **Invite approvers** review invites before they are sent to the payee. - **AP and vendor management teams** monitor onboarding progress across the organization. #### Review Required Permissions | Permission | Description | | --- | --- | | Initiate New Vendor Invitations | Send invitations to potential new payees | | View New Vendor Invitations | View outgoing and pending invitations | | View Other Users' New Vendor Invitations | View invitations sent by other users | | Approve/Reject Sending of New Vendor Invitations | Approve or return invitations before they are sent | | Cancel Invitations | Withdraw unsent or pending invitations | | Resend New Vendor Invitations | Resend invitations | | Resend Other Users' New Vendor Invitations | Resend invitations sent by other users | | Disable Invitation Reminders | Disable reminder emails for the user's own invitations | | Disable Other Users' Invitation Reminders | Disable reminder emails for invitations sent by other users | | View Initiator Provided Custom Field Files | View custom fields and attachments on invitations | > **Note:** Permission names still use older terms such as "Vendor," "Cancel," and "Reject." For example, the **Cancel Invitations** permission controls the **Withdraw Invite** action, and **Approve/Reject Sending of New Vendor Invitations** controls **Approve Invite** and **Return to Initiator**. Related Articles - [Onboarding Manager - Onboardings List](https://claude.ai/chat/TBD) - [Onboarding Manager - Status Explanations](https://claude.ai/chat/TBD) - [Onboarding Manager - Onboarding Details](https://claude.ai/chat/TBD) - [What's Changed: Onboarding Tracker to Onboarding Manager](https://claude.ai/chat/TBD) - [Profile Manager Overview](https://help.paymentworks.com/knowledge-base/profile-manager-overview?hsLang=en) - [Roles and Permissions](https://help.paymentworks.com/knowledge-base/roles-and-permissions?hsLang=en) - [Payee Knowledge Base](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#main-content) - [Verification Process & Document Uploads](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#verification-process-document-uploads) - [Account Login & Updates](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-login-updates) - [Invoices & Payments](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invoices-payments) - [Invitations & Customer Registrations](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invitations-customer-registrations) - [Account Creation & Onboarding](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-creation-onboarding) - [Payee Profile](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payee-profile) - [Manage Your Data](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#manage-your-data) - [Customer Table & Quick Connect](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#customer-table-quick-connect) - [Payment Methods & Bank Information](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payment-methods-bank-information) - [FAQs](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#faqs) - [Payer Knowledge Base](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#main-content) - [Product Releases](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#product-releases) - [Profile Manager](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#profile-manager) - [Platform Updates & Announcements](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#platform-updates-announcements) - [Sending Invitations & Reviewing Payee Status](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sending-invitations-reviewing-payee-status) - [New Vendor Registrations & Updates](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#new-vendor-registrations-updates) - [Supplier & Invoice File Uploads](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#supplier-invoice-file-uploads) - [Payments & Invoicing](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#payments-invoicing) - [Training Videos](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#training-videos) - [SSO/Login & User Permissions](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sso-login-user-permissions) - [Implementation & Configuration](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#implementation-configuration) - [Frequently Asked Questions (FAQs)](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#frequently-asked-questions-faqs) - [Developer Portal](https://help.paymentworks.com/knowledge-base/developer-portal?hsLang=en) - [Contact Support](https://help.paymentworks.com/knowledge-base/contact-support?hsLang=en) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png "PW Logo_light_Green_ White")](http://paymentworks.com) Copyright © 2025, PaymentWorks