Onboarding Checklists

The Onboarding Checklist provides a short list of easy to follow steps to help you set up your Identity Intelligence tenant, while also explaining critical features and functionality available in the platform, so that you can get the value from the platform as soon as possible.

How to access the Onboarding Journeys

The onboarding journeys can be accessed from a couples places within Identity Intelligence.

The simplest way is using the 🚀 Setup button in the top menu bar, to the right of the search bar. Select Setup to immediately navigate to the Checklist.

The second way is via the Setup Progress widget within the Operations Dashboard. Select Resume to navigate to the Checklist.

Who can access the Onboarding Journeys?

Currently, only Admins can access the Identity Intelligence Onboarding Journeys.

Users with lower permissions are not able to complete the actions in the checklist and therefore, the Setup button and Dashboard widget are not visible to them at this time. This may change in the future when additional checklists are added.

How to use the Onboarding Journeys

Each Onboarding Journey has multiple steps that should be completed. Some steps may be dependent on or build upon previous steps in the journey, so it is typically best to follow the steps as written to ensure everything runs smoothly.

Note: Today there is only one journey available (Get Started) but others will be added in the future!

Each step has at least one task associated to it. Select the task text to get taken to the relevant page within Identity Intelligence to complete the task.

When a task is not complete, you will see a blank circle next to the task. When a task is complete, the blank circle will either turn into a checked circle for you automatically, or will need to be manually completed using the "Mark as Complete" button.

What should we do after we complete the Get Started journey?

Today there is only one Onboarding Journey available - the "Get Started" journey - but in the future we will be adding more journeys for specific product areas.

In the meantime, once you have completed all the steps in the Get Started journey, we highly recommend reading this documentation that details next steps to help you understand where to start with the data, how to leverage other features to help with different tasks, and how to start operationalizing the data Identity Intelligence provides to make it part of your team's day to day processes.