Phase 6C.2

Role-Based Onboarding Paths

Canonical onboarding checklists for every role across the ROSSNEXUS Ecosystem™. Required, recommended, training, and certification guidance — read-only reference.

Founder

The originator and ultimate steward of the ecosystem.

Required actions
  • Activate founder identity in Founder Vault™
  • Review and accept the Founder Charter & ecosystem constitution
  • Configure recovery, master key, and successor instructions
  • Audit role assignments across all divisions
Recommended actions
  • Author the Founder's Letter (public)
  • Record the first Founder Briefing
  • Pin the executive command center to the home dashboard
Training assignments
  • Founder Operations track
  • Executive Briefing playbook
Certification recommendations
  • Founder Stewardship Certification (internal)

Executive

Senior operator with cross-division authority.

Required actions
  • Accept executive role assignment and review delegated permissions
  • Complete executive command center walkthrough
  • Configure incident escalation and approval thresholds
  • Review compliance, security, and audit policies
Recommended actions
  • Subscribe to operational health alerts
  • Pin Executive Intelligence to the home dashboard
  • Define quarterly OKR cadence in Insight™
Training assignments
  • Executive Operations track
  • Compliance Essentials
Certification recommendations
  • Executive Operations Certification

Office Admin

Tenant administrator responsible for day-to-day operations.

Required actions
  • Complete office admin onboarding checklist
  • Verify CRM pipelines and intake routing
  • Configure communications, billing, and document automation
  • Validate user roles and access for the tenant
Recommended actions
  • Set up weekly operations digest
  • Configure approval workflows for sensitive actions
  • Pin the operations health banner
Training assignments
  • Office Operations track
  • CRM Fundamentals
  • Compliance Essentials
Certification recommendations
  • Office Operations Certification

Employee

Operator working within a single division.

Required actions
  • Accept role assignment and review division-specific SOPs
  • Complete platform safety and acceptable-use training
  • Verify access to assigned tools and communications inbox
Recommended actions
  • Bookmark relevant SOPs and KB articles
  • Subscribe to division announcements
Training assignments
  • Employee Onboarding track
  • Communication & Voice basics
Certification recommendations
  • Employee Readiness Certification

Business Owner

Owner of a tenant operating their business on ROSSNEXUS OS™.

Required actions
  • Complete tenant provisioning and billing setup
  • Configure division(s), branding, and white-label preferences
  • Verify SPF, DKIM, and sender domains for outbound communications
  • Activate compliance and audit logging
Recommended actions
  • Define lead intake and qualification flows
  • Configure executive dashboards for KPI visibility
  • Pin the operational health banner
Training assignments
  • Business Owner track
  • CRM Fundamentals
  • Billing & Subscriptions
Certification recommendations
  • Business Owner Certification

Client

End customer accessing the client portal.

Required actions
  • Verify email and complete portal sign-in
  • Accept terms, privacy policy, and SMS consent (if applicable)
  • Confirm contact preferences and notification channels
Recommended actions
  • Enable two-factor authentication
  • Upload required intake documents to the secure vault
Training assignments
  • Client Portal walkthrough