Admin Workflow Tutorial
For tenant administrators. Covers tenant setup, user provisioning, roles, MFA / SSO, billing, and integrations.
Scene list (16)
- Intro
- Tenant dashboard
- Set tenant branding
- Create a company
- Custom role creation
- Invite first user
- Bulk invite via Excel
- Configure SSO
- Enforce MFA per role
- Set up Premium encryption
- Configure billing
- Pull rates from FX feed
- Configure email/SMS providers
- Activate government connector (stub mode)
- Tenant data export drill
- Wrap-up + ongoing admin checklist