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Onboarding Playbook

This playbook outlines the standardized process for onboarding your command into AOK, ensuring all users are properly added, assigned correct permissions, and trained for successful adoption.

Updated: July 2026

By completing this onboarding process, your command will:

Step 1: Create the Command Roster

Build a complete and accurate list of everyone in the command who requires access to AOK.

Use our template, located at the end of this guide, to compile a roster containing the following details for each individual:

  • Full name

  • Phone number

  • DOD ID

  • Rank

  • Department name

Best Practices

  • Verify spelling and contact details

  • Use a standardized format (excel or google sheets)

  • Include all members who will interact with the command in AOK

Step 2: Add Users to AOK

Create accounts in AOK for all members listed in the command roster.

  • Import or manually add members using the finalized roster

  • Confirm each member is successfully created in the system

  • Inform members of an invite text message automatically sent by AOK containing an invite link to register in the AOK app.

Step 3: Assign Command Roles & Permissions

Ensure each member has the correct access level based on their responsibilities.

  • Assign AOK Organization Roles to each member

  • Align permissions with job function, department, and level of responsibility

  • Confirm that administrative and leadership roles are limited to appropriate users

Step 4: Distribute and Mandate Training

Ensure all users are trained and prepared to use AOK effectively and compliantly.

  • Send required AOK training to all users

  • Clearly communicate training deadlines and completion requirements

  • Mandate completion prior to full platform access

Tracking & Compliance

  • Monitor training completion status

  • Send reminders to users who have not completed training

Step 5: Onboarding Completion Review

Confirm the command is fully onboarded and operational.

Checklist:

☐ All members are added to AOK

☐ Correct roles and permissions are assigned

☐ Required training is completed by all users

Team/Org Leaders and Org Admins/Messengers, please review New Member Guide for Mustr.

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