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Create managed user accounts from onboarding request button

Create managed user accounts from onboarding request button

Your onboarding requests require manual account creation, making clients wait and creating bottlenecks for coordinators. Provision accounts automatically so clients are ready the same day.

Create managed user accounts from onboarding request button

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Overview

Manual account provisioning slows client time-to-value and burdens a small ops team. Implement this flow to provision managed user access automatically and mark requests processed, so coordinators can deliver client access the same day and focus on onboarding tasks.

Create managed user accounts from onboarding request button