Onboarding Partners

Onboarding Corporate Partners

When a new corporate partner is signed at any tier, this guide covers the technical onboarding process.

Prerequisites

• Partnership agreement signed
• Tier confirmed (Connect / Engage / Impact / Strategic)
• Primary CSR contact identified
• Employee headcount for the account

Onboarding Steps

1. Create the Company in the Database

Run the onboarding script:

node csr-cockpit/scripts/onboard-company.mjs \
  --name "Company Name" \
  --slug "company-slug" \
  --tier "engage" \
  --contact "email@company.com"

2. Invite the CSR Manager

From the Admin Dashboard:

1. Navigate to Users
2. Click “Invite User”
3. Set role to “CSR Manager”
4. Associate with the company
5. Send invitation

3. Configure the Cockpit

In the CSR Cockpit manager dashboard for the new company:

• Set company branding (logo, colors if Impact/Strategic tier)
• Configure programme access based on tier
• Set employee slot limit

4. Verify Access

Test that the manager can log in at: https://cockpit.theeducationalequalityinstitute.org/{company-slug}/

5. Send Welcome Package

Email the welcome package (see copy/partner-welcome/) with:

• CSR Cockpit login instructions
• Programme overview
• Key contacts at TEEI