Organisation setup

Organisation Setup is a checklist for setting up an organisation. Open it from the sidebar under Overview.

The steps

1. Create organisation: the organisation’s name and description.
2. Add organisation context: describe the organisation so AI assessments understand it. See Organisation context.
3. Ingest organisational evidence: add the policies and records that apply across the organisation. See Uploading evidence.
4. View dashboard: see the organisation’s overview.
5. Create your first project: add a project for assessments. See Organisations and projects.

The checklist shows how many steps are done, and marks the one to do next with Do this next. Each step’s button takes you to it. You can select Skip for now to leave setup and finish it later.