I designed a reviewable batch onboarding workflow that brought account setup, avatar generation, team assignment, and final approval into one guided process.

Onboarding a new enterprise client meant creating an account for every employee individually. Name, email, authentication method, avatar, team assignment, one user at a time. There was no shortcut for scale. A client with a few hundred people meant a few hundred repetitions of the same steps, handled by the CS team by hand.

What used to take an entire day of manual setup, sometimes spread across multiple sessions, needed to happen in one sitting instead.

I designed the end-to-end enterprise onboarding workflow, from account setup through final account creation. My work included the information architecture for a 3-step flow, editable imported-user data, flexible authentication paths, bulk avatar and team assignment, error recovery, and a final review layer for high-impact batch actions.

Let admins import and edit user data before account creation, so errors can be corrected without rebuilding the batch.

I designed an editable account details table so mistakes could be caught before moving forward, along with a separate authentication step offering random passwords, verification codes, or email invites. Different clients needed different onboarding paths, so this had to stay flexible.

Keep avatar setup inside the batch workflow, with visible generation states and retry paths, so a single failure doesn’t block the entire onboarding run.

Doing avatars one by one would have defeated the purpose of a bulk flow. I designed a step where admins could bulk upload one image for every user, or assign pictures per person, with avatars queued for generation automatically. Clear status states, in progress, complete, and failed, meant admins always knew what needed a retry.

Support multi-team and role assignment in one place, so admins can handle complex organization structures without repeating the same action user by user.

Users needed to land in the right teams with the right roles. I designed a table where admins could assign multiple teams through a searchable dropdown, then set individual roles per team without leaving the screen. For organizations with many teams, bulk editing meant not repeating the same action user by user.

Require a complete review before account creation because batch actions affecting hundreds of users are difficult to undo.

Before anything was final, I designed a summary screen showing every user, their avatar status, and their team assignments in one place, with a retry option for any failed avatar. Bulk actions are hard to undo, so this last check mattered before committing to creating accounts for hundreds of people at once.

The final workflow enabled admins to set up 200 or more users in one guided session, rather than creating each account individually. It combined account details, authentication choices, avatar generation, team and role assignment, failure recovery, and final review in one place.

Admins could identify and retry failed avatar generation without restarting the batch, then verify every user’s setup before accounts went live.