You do not need to assemble a team before getting started. The person who creates the organization becomes its first member and can operate it as the sole participant.
Setup flow
Register your account
Select Register organization and provide your name, work email address, and organization name.The account used for registration becomes the initial owner of the organization.
Create the organization
Complete the organization profile. The organization becomes the administrative boundary for member access and application management.
Add members, if required
Add the people who need access and assign responsibilities appropriate to their work.This step is optional. An organization with one member can continue through activation and use the platform.
Submit the organization for review
Send the organization registration request to the platform administrator. The organization enters the
Under Review state while its details are being verified.Operational access remains unavailable during this review, but you can continue preparing the organization and its applications.Complete verification
The platform administrator reviews the organization and confirms that it can access the Compliance Platform.
Prepare during review
An organization in theUnder Review state remains available for administrative setup. You can use the review period to prepare the operating structure that will be required after activation.
Create applications
Create and configure the applications that the organization plans to operate.
Build the access structure
Add members and define the access structure for the organization and its applications.
Applications created during review are not operational. They become
available only after the organization is
Active and the application
integration is ready.Organization status
| Status | Meaning | Platform access |
|---|---|---|
Under Review | The organization has been created and its registration request is awaiting verification. | Administrative setup is available, but applications cannot operate. |
Active | The platform administrator has verified and approved the organization. | Authorized members can use the organization’s available applications. |
Creating an account or organization does not activate operational access. The organization must reach the
Active state first.Continue setup
After activation, configure the organization for its operating model.Manage applications
Create and manage the application workspaces used by the organization.
Manage members
Add members and maintain access as the organization grows.