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Getting started

Onboarding for a new Organization administrator: your first sign-in, orientation, and adding your first Service.

This guide takes a new Organization administrator from “my account was just created” to “I have a Service Context running and I know my way around”.

You’ve received an invitation email to the Admin Dashboard.

  1. Open the invitation

    Click the link in the invitation email. It takes you to the Admin Dashboard.

  2. Set credentials

    • If your Organization has SAML authentication configured, you sign in through your identity provider (no local password).
    • If not, set a local password.
  3. Land on the Services overview

    You arrive at the Organization’s Services overview — the list of Service Contexts your Organization runs.

Before adding anything, take a minute with the left navigation. See Organization overview for the full list of sections.

Key items at the Organization scope:

  • Services — where every Service Context lives.
  • Organization Settings — basics that cascade into Contexts.
  • Audit Log — everything that happens inside the Organization.
  • Webhooks — subscriptions at the Organization scope.
  • Admin Access Control — administrators and authentication.

Each Service has a dedicated quickstart:

Once your first Service is running, invite your team. See Administrators.

If you want your colleagues to use your corporate identity provider instead of local passwords, set up SAML. See SAML authentication.

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