A complete workflow for onboarding new team members to LogRocket in enterprise environments

If you’re reading this, you’re probably trying to get new team members up and running with LogRocket in a big company… without making it painful for everyone involved. Maybe you’re a team lead, an admin, or the unofficial tech wrangler. Whatever your role, this guide’s for you: practical steps, gotchas to watch for, and no fluff.

Let’s make onboarding less of a headache, so your new folks can actually use LogRocket (see: [logrocket.html]) instead of just nodding along in meetings.


Step 1: Get Your House in Order Before Adding Anyone

Before you invite anyone, make sure your own LogRocket setup isn’t a mess. You want new people focusing on learning, not stumbling over access issues or unclear project layouts.

  • Audit your projects: Are your LogRocket projects named clearly? Do you have old, unused projects lingering around? Clean those up.
  • Check your permissions model: LogRocket supports roles (Admin, Developer, Read-Only, etc.). Decide who needs what before you start adding people.
  • Single Sign-On (SSO): If you’re in an enterprise and you’re not using SSO, fix that now. It’s less work in the long run, and it cuts down on weird access issues.

Pro tip: Put together a one-pager or internal wiki with what each LogRocket project is for. Saves you from answering the same questions later.


Step 2: Add New Members the Smart Way

Adding users in LogRocket is simple, but the devil’s in the details—especially with big teams.

  1. Invite via Email or SSO
  2. If you have SSO, add users to the right group in your identity provider (Okta, Azure AD, etc.). They’ll get access automatically.
  3. No SSO? Use LogRocket’s invite system. Go to Settings → Team → Invite Members.
  4. Only send invites to work emails. Avoid personal addresses—it’s a pain to clean up later.
  5. Assign the Right Role Up Front
  6. Don’t give everyone Admin. Default to Developer or Read-Only unless you actually want them to change org settings.
  7. Confirm Access
  8. Have new users log in and verify they can see the right projects.
  9. For sensitive environments, do a quick screen-share or ask for a screenshot to catch any permission weirdness early.

Things that trip people up: - Invites can go to spam—warn your users. - If your org uses SSO but someone tries to sign up the “old way,” they’ll hit a wall. - LogRocket’s UI doesn’t always make it obvious when someone has the wrong permissions—double-check.


Step 3: Set Up Guardrails—Security, Privacy, and Access

You’re in an enterprise, so you can’t just “let everyone poke around.” Here’s what to set up:

  • Enforce SSO and disable password logins if possible.
  • Review default data retention policies. LogRocket records real user sessions. Make sure you’re not storing more than you should.
  • Check masking settings. LogRocket can automatically mask sensitive fields (passwords, PII) but it’s up to you to configure it right.
  • Limit Admins. Only a handful of people need full control. Too many admins = accidents.
  • Use groups or teams if possible. This makes it easier to manage permissions as your org grows.

Honest take: If your company is super strict about data (finance, healthcare, etc.), get your security team to sign off before onboarding a bunch of folks. Retroactive compliance is way more hassle.


Step 4: Give New Members the “Why,” Not Just the “How”

Most onboarding guides dump docs in your lap and walk away. That’s useless. People need context—what LogRocket does, why your company uses it, and what not to do.

  • Quick intro session: Book a 30-minute meeting or record a video walking through:
  • What LogRocket is for (session replay, error tracking, etc.)
  • How your team uses it (triaging bugs, reviewing user sessions, QA, etc.)
  • What not to record or look at (privacy boundaries)
  • Share internal guidelines: If you have best practices (e.g., “Don’t comment on user PII,” “Tag sessions for critical bugs”), share them now.
  • Point to the right docs: Link to both LogRocket docs and your internal wiki.

What works: - Live walkthroughs or short videos beat dense documentation every time. - Examples from real issues your team solved with LogRocket help make it “click.”

What doesn’t: - Burying links in email chains. Use a central wiki or Slack channel for all onboarding resources.


Step 5: Hands-On—Have Them Use It, Not Just Watch

The fastest way to learn LogRocket is to use it. Here’s how to structure the first week:

  • Assign a real task: “Find a recent bug report and use LogRocket to watch the relevant session.”
  • Have them tag or comment on a session. This gets them comfortable with the interface.
  • Ask for feedback. Did anything not work? Was something confusing? Fix your process as you go.

Pro tip: Buddy up new folks with a “LogRocket veteran” for their first week. It’s less awkward than asking in a big channel.


Step 6: Set Up Notifications and Integrations

Once new users are comfortable, help them tailor LogRocket to their actual workflow.

  • Connect to Jira, Slack, or whatever you use. Don’t assume it’s already set up for them.
  • Show them how to set up personal notifications. LogRocket can send alerts for errors, rage clicks, and more. Let people control how much noise they get.
  • For devs: Walk through how LogRocket links to specific frontend errors, network requests, and Redux store changes (if you use Redux).

What to ignore:
Don’t go wild with integrations “just because.” Only hook up tools your team actually uses, or you’ll end up with a mess of ignored alerts.


Step 7: Watch, Iterate, and Don’t Overcomplicate

Onboarding isn’t a one-and-done thing. Especially in enterprise setups, your team structure, projects, and needs change. Here’s how to keep it sane:

  • Check access every quarter. Remove folks who’ve left and shift permissions as people change roles.
  • Update your onboarding doc as you go. If new users keep tripping over the same thing, fix your checklist.
  • Keep feedback loops open. Encourage new team members to call out friction points early.

What works:
Simple, repeatable checklists. Fancy onboarding portals tend to get ignored after the first month.

What doesn’t:
Trying to make onboarding “perfect” the first time. You can’t predict every weird edge case.


Wrapping Up

Onboarding new team members to LogRocket in a large company doesn’t have to be a slog. Keep your setup tidy, automate what you can, and focus on giving people the context they actually need—then let them get their hands dirty. Iterate as you go, and don’t waste time chasing perfection. The best onboarding is the one that doesn’t get in the way.