When a new account is signed up, the new account needs to be set up. Use this checklist to do the process.
Overview
The "Onboarding a New Account Checklist" guide outlines the essential steps for setting up a new Smarter Drafter account. It ensures proper configuration, Data Sovereignty compliance, and successful onboarding of administrators and users.
Learning Outcomes
By following this guide, you will learn how to:
- Select the appropriate region to ensure compliance with Data Sovereignty laws.
- Add a new account, including tenant details and subscription limits.
- Invite and onboard the first account administrator using SSO.
- Verify administrator access and ensure they use the correct regional platform.
- Assist administrators in setting up user roles and permissions.