_draft-onboarding-notes

Once you have been accepted, the following steps should occur.

An email is sent to the new practitioner asking for their preferred setup. Primarily it's to establish their preferred email address: personal, _their_ business, an @8fold.pro address, or a combination.

This is the latest iteration for this email and should be improved as feedback is received:

Subject: Welcome to the Fold!

\*\*\*

Hey \[name\],

Thanks for joining us at \[whatever the event was + any practitioner & event specific details\].

It's a pleasure to say, welcome to the Fold!

We use different tools that you may or may not want to be setup on:

1. **8fold Platform:** This is the only one truly required thing. If you're already a member, then you know. However, if you're not, this is where the [Fold System](./) lives, which is like the limbic system for 8fold.
2. **8fold Slack Group:** Most communication flows through Slack first.
3. **Google's G-Suite:** Which can be used to [separate your personal world from your business world](../your-practice/), offers online surveys, and so on.
4. **@8fold.pro email address:** Not required but, if you would like to [keep things separate in your world](../your-practice/), can be helpful.
5. **Gitlab:** If you would like to be added to the [8fold Gitlab](https://gitlab.com/8fold) group, please let me know your handle and we'll see what we can do.

Expect invitations to this email address for:

1. The 8fold Platform, if you're not already a member. If you're already a member, then I will convert your account to practitioner.
2. The 8fold Slack Group.

You can always change the addresses once you're signed in.

I need:

1. a Google account to grant access to our corporate drive, calendar, and whatnot. Recommend using something other than your personal Google account, which could be an @8fold.pro address you never check \(forward only\).
2. to know if you would like an @8fold.pro address. If you do, what name would you like to have? Recommended is first-name\[dot\]last-name; however, it's not a required standard. \(Can be done at any time.\)
3. Your Gitlab handle should you want to use Gitlab. \(Can be done at any time.\)

Following this, we can work on next steps.

Again, welcome, and thanks for joining us on this journey!

\[whatever signature you would like\]

## Platform

1. Sign in to the 8fold.pro.
2. Go to your profile.
3. Manage users.
4. Find their name.
5. Change their primary type to practitioner.

## Slack Group

1. Go to Slack.
2. Under the group panel, click "Invite people".
3. Add email address, click "Send invitations".

## G Suite

There are two primary items to share from Google.

1. Corporate Calendar
   1. Go to calendar.google.com
   2. Find the "8fold Corporate Calendar"
   3. Hover over it to expose the vertical ellipses, then click the vertical ellipses
   4. Click "Settings and sharing", then go to "Share with specific people"
   5. Click "Add people", then addresses with access to G Suite applications
2. Google Drive
   1. Go to drive.google.com
   2. Find the folder named "8fold Primary"
   3. Right or option click, then click "Share"
   4. Add the address of the practitioner, as long as it has direct access to G Suite content

## @8fold Email

1. Sign in to G-Suite.
2. Launch the Admin app.
3. Click "Users".
4. Click "Add User".
5. Complete form.

If the practitioner doesn't want to actually _use_ or check their @8fold.pro account, their @8fold.pro address can be set to forward to another address by:

1. Going to the Admin app.
2. Click on "Apps", then G Suite.
3. Click on "GMail", then Default Routing

There, you can add settings which allow you to specify an address to forward from with the address to forward to. In fact, many practitioners will establish a G Suite account for their own businesses, then just have their @8fold addresses forward to it. This is nice for 8fold as well as because a live account which we are billed for doesn't need to be created and practitioners can still have an @8fold address they can use for cross-marketing.