POWERFUL FEATURES
Everything you need to manage user lifecycles
LIFECYCLE MANAGEMENT
One process for onboarding, offboarding, and every status change in between
- Six-stage lifecycle: Onboarding Pending β In Progress β Active β Offboarding Pending β In Progress β Inactive
- One form drives each onboarding or offboarding, built once in Shipbuilder
- Submitting the form opens a tracked Autotask ticket automatically
- Devices and access follow the same lifecycle as the person
DATTO RMM & AUTOTASK INTEGRATION
Connects to the PSA and RMM tools your MSP already runs
- Datto RMM device inventory synced in per organization
- Autotask tickets created automatically for onboarding and offboarding
- Microsoft 365 sign-in for everyone, with provisioning where configured
- Credentials configured once at Captain's Bridge β Integrations
SECURITY & DATA PROTECTION
Enterprise-grade protection for member data
- AES-256 encrypted member data storage, including encrypted JSON columns for PII
- Multi-tenant data isolation enforced at the database layer, not just the UI
- Microsoft SSO only β no separate Setsail password to manage or leak
- Every permission enforced server-side, regardless of what the UI shows
SHIPBUILDER β BUILD YOUR PROCESS ONCE
The form builder behind every onboarding and offboarding
- Design a base template once; every organization inherits it automatically
- Organizations add their own fields, or hide ones they don't need, without forking the template
- Lock a field so it stays consistent everywhere it's used
- Reusable Lists keep dropdown answers clean and reportable
CREW LOG β YOUR AUDIT TRAIL
An immutable record of who did what, automatically
- Every onboarding, offboarding, and status change recorded automatically
- Immutable and encrypted at rest β records can't be edited or deleted after the fact
- Filter by date range or category, search by person or actor
- Export the filtered view as CSV or JSON to hand to a client or an auditor
MULTI-TENANT ARCHITECTURE
Built for MSPs managing many clients, and for teams managing their own
- Platform β tenant β organization hierarchy, with structure cascading down
- Data scoped by tenant and organization automatically β no cross-client visibility
- Tenant-wide roles for your own staff, organization-level roles for a client's IT lead
- One system that scales from a single organization to a full book of business
READY TO GET STARTED?
See how MSPs and IT teams run onboarding, offboarding, and device tracking in one system β and join our pilot program to run it on your own team.