--- title: Onboarding process in Primo Umbrella description: This article will take you through the onboarding process in Primo Umbrella --- [Skip to content](https://help.accentra.co.uk/pu-kb/onboarding-process-in-primo-umbrella#main-content) [![Accentra logo with tagline for white background](https://help.accentra.co.uk/hs-fs/hubfs/Accentra%20logo%20with%20tagline%20for%20white%20background.png?width=300&height=69&name=Accentra%20logo%20with%20tagline%20for%20white%20background.png)](https://accentra.co.uk) Open main navigation Close main navigation - [Contact us](https://accentra.co.uk/contact-us/) [Contact us](https://accentra.co.uk/contact-us/) How can we help you? - There are no suggestions because the search field is empty. 1. [Primo Umbrella](https://help.accentra.co.uk/pu-kb?hsLang=en) 2. [Getting started](https://help.accentra.co.uk/pu-kb/getting-started?hsLang=en) # Onboarding process in Primo Umbrella ## This article will take you through the onboarding process in Primo Umbrella. To customize and change your onboarding options, go to the settings and click on “Onboarding Settings”. ![11-Feb-12-2025-04-10-08-9314-PM](https://help.accentra.co.uk/hs-fs/hubfs/11-Feb-12-2025-04-10-08-9314-PM.png?width=670&height=261&name=11-Feb-12-2025-04-10-08-9314-PM.png) On this screen, you will be able to add the new stages, customize existing stages, and set up the rules of onboarding. ![Screenshot\_9-1](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_9-1.png?width=670&height=266&name=Screenshot_9-1.png)  From the left-hand side menu, click on the “Enquiries”. ![Screenshot\_1](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_1.png?width=670&height=305&name=Screenshot_1.png) To add new Enquiries, click on the plus icon. ![Screenshot\_2](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_2.png?width=670&height=185&name=Screenshot_2.png) Please fill out the required information and proceed by clicking the “Save & Exit” button. Please note that the email provided here will be used to receive the onboarding setup link. ![Screenshot\_3](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_3.png?width=670&height=308&name=Screenshot_3.png) Your enquiry will now be displayed below. To send out the onboarding request simply select the enquiry and click “Send Email”. ![Screenshot\_4](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_4.png?width=670&height=126&name=Screenshot_4.png) From the Task Manager screen, please click on the “Onboarding” tab. ![Screenshot\_5](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_5.png?width=670&height=297&name=Screenshot_5.png) On the Onboarding tab, you can track and manage your Onboarding processes. ![Screenshot\_6-1](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_6-1.png?width=670&height=320&name=Screenshot_6-1.png) After receiving the link to your email address and following up, please select your login method and fill out the required information. ![5464](https://help.accentra.co.uk/hs-fs/hubfs/5464.png?width=670&height=540&name=5464.png) From here you will be able to progress through your onboarding process. ![Screenshot\_8](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_8.png?width=670&height=297&name=Screenshot_8.png) Complete the stages of onboarding by clicking on the assigned steps. ![Screenshot\_10](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_10.png?width=670&height=184&name=Screenshot_10.png) Upload your document and proceed with the next steps. ![Screenshot\_11](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_11.png?width=670&height=240&name=Screenshot_11.png) ![Screenshot\_12](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_12.png?width=670&height=222&name=Screenshot_12.png) Each step will require system verification which can be done as shown below. ![Screenshot\_13](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_13.png?width=670&height=340&name=Screenshot_13.png) By clicking on the green document icon on the right you can review the submitted file. Once done, click the “Approve” button.  ![Screenshot\_14](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_14.png?width=670&height=110&name=Screenshot_14.png) Once you reach your onboarding status %, the system will convert the prospect into the contractor as defined in the settings. ![Screenshot\_15](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_15.png?width=670&height=300&name=Screenshot_15.png) To issue the contract please click on the “View” under the “Issue Contract” section. Select the desired contractor and click “Proceed”. ![Screenshot\_17](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_17.png?width=670&height=96&name=Screenshot_17.png) You can verify the bank details under the “Contractors on hold” section. ![Screenshot\_20](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_20.png?width=670&height=418&name=Screenshot_20.png) If at any point you wish to skip the part of the process for either a prospect or the contractor, you can do so under the “Progress Prospect” and “Progress Contractor” tabs. ![Screenshot\_19](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_19.png?width=670&height=543&name=Screenshot_19.png) Once all the steps are done, the Onboarding process is complete. ![Screenshot\_18](https://help.accentra.co.uk/hs-fs/hubfs/Screenshot_18.png?width=670&height=307&name=Screenshot_18.png)   - [Getting started](https://help.accentra.co.uk/pu-kb/getting-started?hsLang=en) - [General](https://help.accentra.co.uk/pu-kb/general?hsLang=en) - [Reports](https://help.accentra.co.uk/pu-kb/reports?hsLang=en) - [Integrations](https://help.accentra.co.uk/pu-kb/integrations?hsLang=en) - [Mobile App](https://help.accentra.co.uk/pu-kb/mobile-app?hsLang=en#main-content) - [Mobile App Access - Enable & Reset](https://help.accentra.co.uk/pu-kb/mobile-app?hsLang=en#mobile-app-access-enable-reset) [![Accentra logo with tagline for white background](https://help.accentra.co.uk/hs-fs/hubfs/Accentra%20logo%20with%20tagline%20for%20white%20background.png?width=200&height=46&name=Accentra%20logo%20with%20tagline%20for%20white%20background.png "Accentra logo with tagline for white background")](https://accentra.co.uk) [mailto:support@accentra.co.uk](mailto:support@accentra.co.uk) Copyright © 2025, Accentra Technologies Limited