Tell us a few details about your company so we can tailor your onboarding experienceto your needs.

Add the teammates who will help with setup, testing, and approvals (Admin/Compliance owner, IT/Technical contact, and any stakeholders who need notifications or reports).

Book a call with your Customer Success Lead (CSL) to align on scope, timeline, integrations, default settings, and success criteria for your pilot/PoC or go-live.

Read this  short guide on roles, permissions, and organization settings so your team has secure access and knows where to manage notifications and updates.

Look over our recommended defaults for monitoring frequency, alert thresholds, screening profiles, notification recipients, and escalation paths. Note any changes you want.

Share your acceptance criteria so we all know what “ready” means (alerts configured and tested, sample data processed, users trained, reporting approved). This keeps the project on track and measurable.

Review your account setup with your Customer Success Lead and access your account.