Quickstart for IT
A guided path for an IT administrator setting up the platform for the first time. The goal is to connect, govern, and hand off cleanly to finance.
Audience: IT (the enabler)
The setup runbook
Invite your first administrators
Add the people who will own the platform alongside you. See Workspace, teams, and users.
Configure single sign-on
Connect your identity provider. Map SSO groups to workspace roles so access stays in sync as people change teams. See Single sign-on.
Connect your first integration
Pick a provider your finance team uses every day. SharePoint, Slack, or Gmail are common starting points. See Integrations.
Add a data source
Connect Snowflake, NetSuite, or whichever ERP holds the data your builders will work against. See Data sources.
Review the audit posture
Walk the dual-lens model and the retention defaults. This is what your compliance team will ask about.
Hand off to a builder
Set up the first builder with the right team membership and let them go. The builder quickstart is the next step from their seat.
What this article will cover
- Inviting your first administrators
- Configuring single sign-on
- Connecting your first integration
- Adding a data source
- Reviewing the audit posture
- Handing off to a builder