P1LM Onboarding Supervisor Guide

Onboarding Supervisors are responsible for managing users and Mattermost licenses for their assigned teams in P1LM.

Use this guide to review your teams, manage users, assign and remove Mattermost licenses, and manage other Onboarding Supervisors.

Access P1LM

Sign in to P1LM.

After signing in, review your assigned teams and license information to confirm that your organization's information is accurate.

Review your assigned teams

Onboarding Supervisors can view the teams assigned to them in P1LM.

Review your teams to confirm that:

• The correct teams are assigned to you.
• Users are associated with the appropriate team.
• Your team's purchased and available licenses are accurate.

If a user is assigned to the wrong team, update their team assignment as needed.

Manage users

Onboarding Supervisors can add users to their assigned teams and view users associated with those teams.

When reviewing your teams:

• Confirm that authorized users are assigned to the correct team.
• Add users who should be associated with your team.
• Review users and their assigned Mattermost licenses.
• Update user or license assignments as needed.

Only users who are authorized under your organization's funded licenses should be assigned a Mattermost license.

Assign a Mattermost license

Onboarding Supervisors can assign Mattermost licenses to authorized users on their assigned teams.

Before assigning a license, verify that:

• The user is assigned to the appropriate team.
• The user is authorized to receive a Mattermost license.
• A license is available for the team.

After assigning the license, verify that the user's license information is reflected correctly in P1LM.

Remove a Mattermost license

Onboarding Supervisors can remove Mattermost licenses from users on their assigned teams.

Review the user's current assignment and remove the license when the user is no longer authorized to use the organization's funded license.

INFO

Removing a license makes that license available for reassignment, subject to your organization's available licenses and access requirements.

Review license availability

P1LM provides Onboarding Supervisors with visibility into purchased and available licenses for their assigned teams.

Use this information to:

• Determine whether licenses are available for authorized users.
• Review which users currently have licenses.
• Monitor license assignments by Impact Level.
• Identify potential provisioning or licensing issues.
• Manage Onboarding Supervisors.

Onboarding Supervisors can add or manage other Onboarding Supervisors for their assigned teams.

Use this capability to ensure that each assigned team has the appropriate Onboarding Supervisor coverage.

TIP

Review your team's Onboarding Supervisor information periodically and update it when responsibilities change.

Mattermost License Transition

During the 90-day transition to P1LM, Onboarding Supervisors are responsible for reviewing their assigned teams and provisioning authorized users.

Days 1–45

• Review your assigned teams in P1LM.
• Verify that users are assigned to the correct teams.
• Provision authorized users.
• Assign Mattermost licenses as appropriate.
• Add or manage Onboarding Supervisors as needed.

Days 45–90

• Continue resolving outstanding provisioning and licensing issues.
• Users who have not been provisioned may receive a notification instructing them to confirm their status and contact their Onboarding Supervisor.
• Work with users in your assigned teams to resolve outstanding access issues before Day 90.

Day 90

P1LM becomes the authoritative source for Mattermost license management.

Users who have not been assigned a Mattermost license by Day 90 will lose Mattermost access until a license is assigned.

Need help?

For instructions, training materials, and demonstrations, see the P1LM Help Page.

If you encounter an issue using P1LM or completing provisioning, submit a help desk ticket through the P1 Support Hub.