Getting started

Set up your workspace

Create the first logins and the first workspace so the system starts in the right structure.

Set up the organization

Create the organization, the root workspace, and the first working workspace. This step also creates the first decision and operations logins.

Organization name Organization slug Root workspace name Root workspace slug Child workspace name Child workspace slug

Root admin login

Name Email Password Confirm password

Decision-maker login

Name Email Temporary password Confirm password

Operations login

Name Email Temporary password Confirm password

Root workspace

The root workspace holds organization settings, workspaces, and access management.

Working workspace

The first working workspace holds connectors, syncs, reporting, and approvals.

Decision login

The decision login opens reporting and approval work for the workspace.

Operations login

The operations login opens connectors, syncs, and data review for the workspace.

Password update

Workspace users choose a fresh password the first time they sign in.