Track setup with the checklist

The onboarding checklist shows which setup steps are finished. It also opens each step of the onboarding wizard. The checklist is available only until your organization is activated.

Prerequisites

• You have the Admin role.
• Your organization is not activated yet.

Use the checklist

1. In the sidebar, select Checklist.
2. Under Status, read the status of your organization. To update it, select Refresh.
3. Under Steps, read the state of each step: Completed or Not completed. The list shows only the steps for your product profile.
4. To work on a step, select Open step next to it.
5. If you finished a step in another way, select Mark complete. The step then shows Done.

Result

You know which steps are left before you can activate your organization. To activate it, finish the last step of the wizard. Read Set up your organization.

If something goes wrong

• Checklist is not in the sidebar. Your organization is already activated, or you do not have the Admin role. After activation, change your settings in Configuration.
• You must accept the Terms of Service and the Privacy Policy. In the Help section, select the Legal link.
• A step shows Done, but activation is still refused. Marking a step complete does not set it up. Open the step and finish it.

Related articles

• Set up your organization
• Roles and what they can do