How-to Guide
Onboard a new organization
Complete tenant setup via onboarding wizard.
Objective
Complete tenant setup via onboarding wizard.
Prerequisites
- New customer account
Procedure
Complete signup
Create account and verify email if required.
Navigation: Platform → Admin in the left nav, or press ⌘K / Ctrl+K and search for Admin Center.
Verification: Confirm organization and team context in the Console header before making changes.
Organization step
Create or join organization via onboarding.
Navigation: Platform → Admin in the left nav, or press ⌘K / Ctrl+K and search for Admin Center.
Verification: Note project, run, or agent IDs if you may need support escalation.
Complete wizard
Proceed through apps, CI, graph, and first run steps.
Navigation: Platform → Admin in the left nav, or press ⌘K / Ctrl+K and search for Admin Center.
Verification: Confirm UI state matches your runbook. Retry once on transient errors before opening a ticket.
Verification checklist
- Confirm expected UI state or API response after each critical step
- Document run ID, project ID, or agent ID for support escalation if needed
- Notify stakeholders if the workflow affects release gates or production validation
Expected result
Organization configured with initial project path.
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