Efficient onboarding is key to maximizing success with TechAlign, especially for Managed Service Providers aiming to streamline technical alignment and QBR automation. Inviting your team and assigning the correct roles ensures secure access, optimized workflows, and clarity in responsibilities. This guide outlines the step-by-step process to invite Alignment Engineers, vCIOs, Admins, and Owners, and details what each role can do within TechAlign.
Understanding TechAlign User Roles
Alignment Engineer: Executes assessments, documents environments, flags risks.
vCIO: Oversees QBRs, finalizes strategic recommendations, client-facing reporting.
Admin: Manages users, configures templates, oversees account settings.
Owner: Full access; controls billing, account management, and permissions.
Inviting Team Members: Step-by-Step
Log in as an Owner or Admin.
Navigate to 'Administration' on the navigation bar and choose 'User Management'.
Click 'Add User' and enter the team member’s email address.
Assign an appropriate role (Alignment Engineer, vCIO, Admin)
Best Practices for Role Assignment
Match roles to users’ daily responsibilities for accountability.
Use the least privilege principle—grant only necessary access.
Review roles routinely to ensure compliance and security.
Troubleshooting Invitation Issues
If emails aren't received, check spam/junk folders.
Ensure the correct email and role are selected before sending.
Contact TechAlign support for recurring problems or account lockouts.
Conclusion: Streamline Your Team Onboarding
By following these steps and best practices, your MSP can quickly assemble the right team in TechAlign, ensuring efficiency, security, and role clarity from the outset. Correct role assignment keeps your technical alignment and QBR processes seamless, strengthening both internal collaboration and client delivery. Onboard your team today for optimized results.