Onboarding
Onboarding Tasks
Returns the list of onboarding tasks for the authenticated customer.
GET
Onboarding Tasks
Documentation Index
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Onboarding Tasks
Returns the current onboarding checklist for the authenticated customer. Tasks include items like completing their profile, adding directors, setting mail preferences, identity checks, or setting up e-invoicing. Used to display onboarding progress on the dashboard.Authentication
Requires a valid customer bearer token.Response
Returns an array ofOnBoardingTask objects with completion status.
Task Fields
| Field | Type | Description |
|---|---|---|
CoworkerId | number | Numeric identifier for the customer the task belongs to |
GroupId | string | UUID that groups related tasks together (e.g. all virtual office tasks share the same group) |
Type | string | The onboarding category. See Task Types below |
Action | string | The specific action required. See Task Actions below |
Completed | boolean | Whether the customer has completed this task |
Task Types
| Value | Description |
|---|---|
VirtualOffice | Virtual office setup tasks (directors, mail, recipients) |
IdentityCheck | Identity verification tasks |
DeferredRequiredField | Required profile fields that must be completed later |
CompleteProfile | Personal profile completion |
CompleteTeamProfile | Team profile completion |
UnpaidInvoices | Outstanding invoices that need payment |
PendingDelivery | Pending mail or package deliveries |
EInvoicing | Electronic invoicing setup |
Task Actions
| Value | Applicable Type(s) | Description |
|---|---|---|
AddDirectors | VirtualOffice | Add company directors to the virtual office |
AddRecipients | VirtualOffice | Add mail recipients for the virtual office |
SetMailPreferences | VirtualOffice | Configure mail handling preferences |
StartIdentityChecks | IdentityCheck | Initiate identity verification |
CompleteIdentityChecks | IdentityCheck, VirtualOffice | Finish all identity verification steps |
CompleteProfile | CompleteProfile | Fill in all required profile fields |
PublishProfile | CompleteProfile | Make the member profile visible in the directory |
CompleteTeamProfile | CompleteTeamProfile | Fill in all required team profile fields |
AddEInvoicingDetails | EInvoicing | Add electronic invoicing details |
Examples
Fetch onboarding tasks
Response — Virtual office tasks (mixed completion)
Response — Identity check tasks
Response — Multiple task types
Response — No pending tasks
TypeScript Integration
Types
Onboarding Tasks