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Admin Workflow Tutorial

For tenant administrators. Covers tenant setup, user provisioning, roles, MFA / SSO, billing, and integrations.

Scene list (16)​

  1. Intro
  2. Tenant dashboard
  3. Set tenant branding
  4. Create a company
  5. Custom role creation
  6. Invite first user
  7. Bulk invite via Excel
  8. Configure SSO
  9. Enforce MFA per role
  10. Set up Premium encryption
  11. Configure billing
  12. Pull rates from FX feed
  13. Configure email/SMS providers
  14. Activate government connector (stub mode)
  15. Tenant data export drill
  16. Wrap-up + ongoing admin checklist

Companion docs​