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.