> For the complete documentation index, see [llms.txt](https://docs.zephyrintel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zephyrintel.com/administration-zephyr-staff/user-management-tab/onboard-a-new-signal-user-end-to-end.md).

# Onboard a new Signal user end to end

Bring a brand new person onto Signal, from their first invitation to their first successful login.

Who can do this: Zephyr staff only. The last step needs staff admin.

Signal has no direct "invite a Signal user" screen. Every new user starts as a portal invitation, and staff then grant them Signal separately.

### Steps

1. On the customer's account, open their **Customer Portal** tab and send them an invite with **Add User** and **Send Invite**. This creates the user's account and grants them **portals** only.
2. Open Organization Admin and go to **User Management**.
3. Find the new user by name, email, or organization id. See [Find a user and read their record](/administration-zephyr-staff/user-management-tab/find-a-user-and-read-their-record.md).
4. Grant them **signal** as a product. See [Grant products to a user (Elevate)](/administration-zephyr-staff/user-management-tab/grant-products-to-a-user-elevate.md).
5. Set the permissions they need for their role. See [Edit a user's permissions](/administration-zephyr-staff/user-management-tab/edit-a-users-permissions.md).
6. Ask the user to sign in with **Continue with Microsoft**. Confirm with them that they land on their dashboard without an access error.

### Notes

* Skipping step 4 leaves the user able to sign in to the customer portal but not to Signal itself. They see an access error if they try.