Customer Onboarding That Actually Ships
B2Board gives SaaS and service teams one operational layer for onboarding tasks, document evidence, approvals, and customer portal delivery across every account.
Live Onboarding Run
Acme GmbH • Procurement Pack
Evidence Upload
Onboarding completed
Acme Corp & Co.
Feature Set
Everything Your Team Needs To Operate At Scale
From structured task collection to policy-checked evidence renewals, each feature is built to reduce manual coordination.
Visual Process Builder
Compose onboarding and offboarding flows with ordered steps, required fields, and customer-facing guidance.
Evidence Review Workflow
Collect evidence files, run policy checks, and route submissions into tenant review before final approval.
Customer Portal Publishing
Publish targeted updates and announcements so each customer sees the right portal content at the right time.
Document Permissions
Grant access per customer or public audience with explicit visibility controls for folders and files.
Evidence Operations
Policy Checks + Human Review In One Loop
Customers submit once. Your tenant team verifies, approves, or rejects with full context and traceability.
No Blind Auto-Approval
Evidence submissions stay pending until your reviewer approves them, so completion state always matches compliance reality.
Policy Rules
Review Queue
Portal Publishing
Publish Customer Updates With Rich Permission Control
Manage customer communication and document distribution from one portal with explicit audience and access rules.
Folder Access Matrix
No selection = internal only
Publish Update
Recent Audit Trail
Customer Portal Updates
Publish updates and documents with role-safe visibility
No social-proof theater. Just onboarding that feels in control.
When tasks, updates, and document permissions run in one flow, onboarding looks and feels professional.