Quickstart: Org Admin

Use this checklist to get your organization running quickly.

First-time setup

1) Open Org Profile and complete the organization details. 2) Verify Require acknowledgements and Enable review workflow settings. 3) Save changes.

Core tasks

• Create business units and assign owners.
• Import users and assign roles/business units.
• Review templates and create initial policies.
• Submit policies for approval and publish.

Daily workflow

• Review policy status and due dates.
• Monitor approval queue (if you are also an approver).
• Review reports and audit logs.