Onboarding checklist
NAVIGATION Home page > Setup widget
NAVIGATION Left navigation menu > Admin Settings > Setup Summary
SECURITY Master role
Access and complete the onboarding checklist from either the Setup widget on the KaseyaOne home page or the Setup Summary tab in the Admin Settings view.
The purpose of the onboarding checklist is to help you get the most of out your new KaseyaOne account. There are six steps in the onboarding checklist and you can complete each step or skip steps that are not applicable to your business needs. You can also return to steps that you skipped and complete them later.
The onboarding checklist shows, at a glance, which steps are done, which are outstanding or incomplete, and which were skipped. The progress bar at the top of the checklist updates incrementally to clearly show the percentage of steps that are complete.
To complete the onboarding checklist
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Access the onboarding checklist in one of the following ways:
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On the home page, expand the Setup widget to access the onboarding checklist. Click Next/Previous to move through the checklist.
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Navigate to the Admin Settings > Setup Summary tab.
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Complete each step in the checklist as required:
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Set Up Third-party Identity Provider. Click Start Setup to set up your third-party IdP. Refer to Third-party IdP SSO integration.
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Apply a Password Policy. Click Review and Update Policy to review and/or update the password policy for your organization. Refer to Manage KaseyaOne security.
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Set Up IP Access Control. Click Set Up IP Access Control to enable and configure the IP Address Access List and to specify from which IPs users can log in to their KaseyaOne account. Refer to Manage KaseyaOne security.
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Set Up Unified Login for modules. Click Set up Unified Log In to configure Unified Login and its related features for modules. Refer to Integrate IT Complete modules with KaseyaOne.
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Create Groups. Click Edit Groups to create and configure access groups. Refer to Manage KaseyaOne groups.
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Add Users. Click Edit Users to add and configure new users. Refer to Manage KaseyaOne users.
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To skip a step, click Acknowledge and Skip; notice that Skipped appears beside the step in the checklist.
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After you complete a step and the system identifies that the feature from the checklist was configured/updated, the step is automatically marked as Completed. The progress bar at the top of the checklist increments accordingly (on both the Setup widget on the home page and the Admin Settings > Setup Summary tab).
