Go live

Onboarding Guide

Onboard your organization in a predictable sequence with ownership, handoff and go-live quality controls.

Workspace setup

Create organization workspace and assign at least one Admin.

Invite FinOps, Security and Auditor users.

Verify dashboard organization context.

Create at least one cloud connection.

Attach active scopes.

Run initial scan and confirm resources plus findings.

Configure required governance tags.

Run compliance refresh.

Define action ownership and approvals.

Configure alert channels and ticket integrations.

Set budget thresholds.

Run an action request end to end.

Admin

Owns organization setup, billing, members, integrations and action approval policy.

FinOps

Reviews savings findings, budget posture, rightsizing candidates and commitment recommendations.

Security

Owns exposure findings, region policy, remediation guardrails and exception handling.

Auditor

Reviews evidence bundles, audit logs, exports and policy-change history.

Every connected provider has at least one successful scan.

Governance policy is saved and compliance refresh has completed.

At least one action request has been created, approved, executed or explicitly rejected.

A notification channel has been tested with a real platform event.

An evidence export has been generated and reviewed by the Auditor role.