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Onboarding

The Onboarding Management page allows administrators to invite teammates, configure their access permissions, and track onboarding statuses within the Steer AI webapp. This interface centralizes the entire invitation and approval process for new users.

1. Inviting Your Team​

Administrators can invite new users by filling out the fields in the Invite your team section.

To send an invitation:

Enter the user's Email
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Enter the Enterprise name
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Select a Role
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Select a Country
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Choose a Profile type
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Configure Feature Access
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Click + Add to list

2. Configuring Feature Access​

Feature access configuration allows fine-grained control over permissions.

You can define:

Access Type​

  • Permanent
  • Trial (limited time)

Feature Modules​

Examples include:

  • Cars
  • Steer Autos (Default)
  • Marketing
  • Sales/CRM
  • Documents
  • Insights
  • Member Management
  • Steer OS

Optional Notes​

Administrators may add:

  • Feature Notes (context for onboarding)
  • Internal Notes (internal team communication)

3. Managing Pending Invites​

Before sending invitations, added users appear in the Pending invites panel.

From there, administrators may:

  • Review pending entries
  • Edit or remove a user
  • Send invitations as a batch

Once validated, click Send invites to send onboarding emails.

4. Viewing Invited Users​

Previously invited users are displayed in the Invited emails table. This table allows administrators to track email onboarding completion and user provisioning.

Displayed fields typically include:

  • Email
  • Name
  • Enterprise
  • Role
  • Country
  • Profile Type
  • Invited At
  • Invited By
  • Status

This facilitates onboarding follow-up and accountability.

5. Status Indicators​

The Status column indicates onboarding progress.

Common statuses include:

  • Pending
  • Approved
  • Expired

Status indicators provide visibility on activation progress and invitation lifecycle.

6. Admin Dashboard​

Once users are invited and onboarded, administrators can manage them through the Admin Dashboard. This centralized view allows administrators to monitor user accounts, roles, activity, and subscription metrics.

6.1. User Management View​

The User Management section displays all users registered on the Steer AI system in a structured table format.

The table includes important data fields such as:

  • User (email & identity)
  • Role (Admin, Owner, Member, User, etc.)
  • Onboarded (activation timestamp)
  • Subscription (plan name & billing cycle)
  • Monthly Cars (quota usage)
  • Credits (remaining vs used)
  • Macro Features (enabled or none)
  • Revenue
  • Actions

This enables system-level oversight and operational control.

6.2. Search & Filtering Capabilities​

Filtering options allow administrators to quickly locate users by criteria such as:

  • Search by name or email
  • Filter by country
  • Filter by role
  • Filter by status
  • Sort by last admin action
  • Reset all filters

These tools are particularly useful for large accounts or distributed teams.

6.3. Pagination & Dataset Size​

If the number of users exceeds the page limit, pagination controls appear at the bottom of the table.

The footer also indicates record counts.

This helps administrators understand dataset scale and navigation context.

6.4. User Actions​

Each user entry in the Admin Dashboard includes contextual administrative actions, available via the Actions menu. These allow administrators to manage subscriptions, feature access, usage quotas, and credits.

Available action categories include:

Subscription​

  • Pause Subscription — temporarily suspends the user's subscription without deleting access.
  • Cancel Subscription — permanently cancels subscription billing and access. This action is irreversible at the billing level.

Macro Features Management​

  • Grant Feature — enables one or more premium features for the selected user.
  • Revoke Feature — removes access to a previously granted feature.
  • Grant Trial — temporarily enables features under a trial period.

Cars Quota Management​

  • Adjust Bonus Cars — adds or removes additional monthly car allocation beyond the base plan.
  • Change Plan — modifies the user's subscription tier (e.g., Starter → Scale) according to business rules.

Credits Management​

  • Adjust Credits — increases or reduces the number of credits assigned to a user.
  • Transfer Credits — moves credits from one user account to another within the organization (if allowed).

Audit & History​

  • View History — displays a complete change log of subscription, credit, and feature adjustments for auditing or support purposes.

User Details Modal​

Clicking the View icon opens the User Details modal, which contains additional tabs for administration:

Overview Tab​

Shows identity and usage context:

  • Name & Email
  • Role & Country
  • User Type
  • Created At (account creation date)
  • Usage metrics
Subscription Tab​

Shows subscription and billing cycle details:

  • Subscription plan
  • Status
  • Billing interval (Monthly / Annual)
  • Subscription ID (internal billing reference)
  • Period start / end dates
  • Budget allocation (e.g., allocated cars vs used)
Features Tab​

Displays feature entitlement and restrictions with clear grouping:

  • Granted Features
  • Revoked Features
  • Trial Features (when applicable)
Billing Tab​

Shows revenue and credit usage:

  • Total Revenue
  • Payment Status
  • Stripe Customer ID (for billing support)
  • Credit balance and consumption:
    • Credit Balance
    • Credits Used
    • Total Credits

These controls provide administrators with full provisioning capabilities throughout the user lifecycle, from onboarding to billing and feature-level access management.

6.5. Subscription & Usage Tracking​

The Admin Dashboard also surfaces operational usage metrics, including:

  • Subscription plan
  • Billing cycle
  • Quota usage
  • Credits remaining
  • Credits used
  • Macro feature enablement

This allows both operational and financial monitoring within the same interface.