--- title: "What's Changed: Onboarding Tracker to Onboarding Manager" description: a brief explanation of what changes from the onboarding track to the onboarding manager --- [Skip to content](https://help.paymentworks.com/knowledge-base/whats-changed-onboarding-tracker-to-onboarding-manager#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) # What's Changed: Onboarding Tracker to Onboarding Manager **Onboarding Manager** replaces the **Onboarding Tracker.** Everything you did in Onboarding Tracker is still available, with a refreshed layout and a few new features. Use this article to find familiar actions under their new names. > **Note:** Onboarding Tracker is scheduled to be retired by the end of Q1 2027. #### Find Renamed Actions and Filters | In Onboarding Tracker | In Onboarding Manager | | --- | --- | | **Send Invitation** | **Send Invite** (opens **Invite New Payee**) | | **Cancel Invitation** | **Withdraw Invite** | | **Easy Cancel** checkbox in the filter panel | **Enable Quick Withdraw** toggle at the top of the list | | **Show Cancelled Only** | **Canceled Invites** | | **Approve** / **Reject** (Do Not Send Invitation) | **Approve Invite** / **Return to Initiator** | | Left-hand filter panel | Three inline filters plus **More Filters** | | Separate record detail page | Expandable row with tabs | #### Explore What's New - **Color-coded tracker:** see at a glance whether a record is in progress, returned, rejected, or complete. - **Time in status:** see how long a record has been waiting in its current status. - **Row actions menu:** approve, resend, withdraw, or disable reminders directly from the list. - **Clickable current step:** jump to the right tab, or to the payee's profile in Profile Manager. - **Personalized Message:** add a note to the payee when you send an invite. - **Approval Note:** add an optional note when you approve an invite. - **Required return reason:** approvers must explain why they return an invite. - **New statuses:** **Invite Link Clicked**, **Email Undeliverable**, **Registration Submitted – Currently Under Review**, and **Registration Processed** give you more detail on where each payee is. #### Know What Stays the Same - Your permissions have not changed. Permission names still use the older terms, such as **Cancel Invitations** for withdrawing. - Invite approval steps and settings work the same way. - Submission review still happens in **Profile Manager**. > **Tip:** Withdrawn invites still display the status **Invitation Cancelled**, and you find them with the **Canceled Invites** filter. - [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