> ## Documentation Index
> Fetch the complete documentation index at: https://docs.livingsecurity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding Guide

> Complete step-by-step guide to setting up your organization on the Living Security Platform. Configure integrations, set preferences, and get your Human Risk Management program running.

This guide walks you through the complete setup process for your organization on the Living Security Platform. By the end, you'll have a fully configured [Human Risk Management](https://www.livingsecurity.com/humanriskmanagement) environment ready to provide actionable insights.

## Overview

Onboarding typically involves:

1. Initial platform access and authentication
2. Organization setup and preferences
3. Data source integrations
4. Workforce data import
5. Platform configuration
6. First insights and actions

<Info>
  Livvy, your AI assistant, will guide you through many of these steps when you first access the platform. She can answer questions and help configure settings along the way.
</Info>

## Prerequisites

Before you begin, ensure you have:

* Admin access to your organization's Living Security platform
* Credentials for data sources you plan to integrate (HR systems, identity providers, etc.)
* Understanding of your organization's structure (departments, locations)
* List of key stakeholders who may need platform access
* Complete allowlisting
  * **\*.livingsecurity.ai**
  * Region-specific Living Security authentication endpoints from your onboarding allowlist packet.
    If you do not have the packet, contact [support@livingsecurity.com](mailto:support@livingsecurity.com) before scheduling firewall or proxy changes.
  * [**app.productfruits.com**](http://app.productfruits.com) (optional for onboarding support)

## Step 1: Initial Access

When you first access the platform, you'll be guided through an initial setup wizard:

<Steps>
  <Step title="Authenticate">
    Log in using your organization's SSO provider or the credentials provided during account creation.
  </Step>

  <Step title="Meet Livvy">
    Livvy will introduce herself and ask a few questions about your organization and goals. This helps her personalize recommendations.
  </Step>

  <Step title="Set Preferences">
    Configure your language, time zone, and notification preferences. These can be changed later in [Settings](/features/settings/preferences).
  </Step>
</Steps>

## Step 2: Configure Integrations

Integrations bring data into the platform to power your Human Risk Index and insights. The more data sources you connect, the more comprehensive your risk picture becomes.

### Required Integrations

At minimum, you'll need:

* **Identity Provider** - User authentication and basic attributes
* **HR System** - Org structure, departments, job titles

### Recommended Integrations

For comprehensive HRM, consider:

* **Security Tools** - SIEM, DLP, endpoint protection for threat signals
* **Communication Platforms** - Slack, Microsoft Teams for nudge delivery
* **Email** - For training assignments and notifications

<Card title="Setting Up Integrations" icon="plug" href="/integrations/managing/setup">
  Detailed guide to connecting your first integration.
</Card>

### Integration Steps

<Steps>
  <Step title="Navigate to Settings">
    Go to **Settings** → **Integrations** in the main navigation.
  </Step>

  <Step title="Select Integration Type">
    Browse available integrations by category (HR, Identity, Security, Communication).
  </Step>

  <Step title="Enter Credentials">
    Provide the required API keys, OAuth credentials, or configuration details.
  </Step>

  <Step title="Test Connection">
    Verify the integration is working and data is flowing correctly.
  </Step>

  <Step title="Review Data Mapping">
    Check that fields are mapped correctly to platform attributes. Adjust if needed.
  </Step>
</Steps>

<Tip>
  If you need someone else to complete an integration setup (like an IT admin), you can invite them via **Settings** → **User Management**.
</Tip>

## Step 3: Import Workforce Data

Once integrations are connected, your workforce data will begin flowing into the platform:

* **People** - Individual user records with attributes
* **Org Structure** - Departments, teams, reporting relationships
* **Access Levels** - Roles and permissions from identity providers

### Migrating from Unify

If you're an existing Living Security Unify customer:

<Card title="Migration Guide" icon="arrows-rotate" href="/integrations/managing/migration">
  Step-by-step guide to migrating your data from Unify to the new platform.
</Card>

Your historical data can be imported to maintain trend analysis and reporting continuity.

## Step 4: Configure Platform Settings

With data flowing, configure additional settings to match your organization's needs:

### Policies

Set up messaging policies that control how and when communications are sent:

* Quiet hours
* Frequency caps
* Channel preferences

<Card title="Delivery Policies" icon="shield" href="/features/communications/delivery-policies">
  Learn about policy options and configuration.
</Card>

### Branding

Customize the platform and communications with your organization's branding:

* Logo and colors
* Email templates
* Training content styling

### User Access

Configure who can access the platform and what they can do:

* Admin roles
* Viewer permissions
* SCIM provisioning

<Card title="User Management" icon="users-gear" href="/features/settings/user-management">
  Manage user access and permissions.
</Card>

## Step 5: Review Your First Insights

Once data is flowing (typically within 24-48 hours), you'll start seeing:

### Dashboard Insights

* **HRI Score** - Your organization's overall risk score
* **Cohort Breakdown** - Risk distribution across departments and locations
* **Initial Recommendations** - Suggested actions based on your data

### Ask Livvy

Try asking Livvy:

* "What's my organization's biggest risk area?"
* "Which department needs the most attention?"
* "What should I focus on first?"

<Card title="Getting Insights from Livvy" icon="lightbulb" href="/guides/livvy/insights">
  Learn how to ask Livvy about your organization's risk patterns.
</Card>

## Step 6: Create Your First Action

Now that you understand your risk posture, take action:

### Recommended First Steps

<AccordionGroup>
  <Accordion title="Send a Welcome Communication">
    Let your workforce know about the new security program. Livvy can help you draft the message.
  </Accordion>

  <Accordion title="Assign Initial Training">
    Deploy baseline training to establish a foundation of security awareness.
  </Accordion>

  <Accordion title="Configure Employee Scorecards">
    Enable transparency by letting employees see their own security posture.
  </Accordion>
</AccordionGroup>

<Card title="Creating Your First Playbook" icon="paper-plane" href="/features/actions/playbooks/creating-playbooks">
  Step-by-step guide to launching your first security campaign with a playbook.
</Card>

## Onboarding Checklist

Track your progress through onboarding:

* Initial access and authentication configured
* Preferences set (language, time zone, notifications)
* Identity provider connected
* HR system integrated
* Workforce data imported
* Policies configured
* Branding customized
* User access set up
* First insights reviewed
* First action created

## Getting Help

If you need assistance during onboarding:

* **Ask Livvy** - She can answer most platform questions
* **Contact Support** - [Reach our team](mailto:beta@livingsecurity.com)
* **Schedule a Call** - [Request a demo or consultation](https://www.livingsecurity.com/request-demo/)

<Info>
  Our Customer Success team is available to help you through onboarding and ensure you're getting value from the platform quickly.
</Info>

## Next Steps

<CardGroup cols={2}>
  <Card title="Quick Start Guide" icon="rocket" href="/getting-started/quick-start">
    Quick reference for platform navigation and features.
  </Card>

  <Card title="Introduction to Livvy" icon="sparkles" href="/guides/livvy/introduction">
    Learn how to leverage AI throughout your HRM program.
  </Card>

  <Card title="Creating Playbooks" icon="paper-plane" href="/features/actions/playbooks/creating-playbooks">
    Launch your first security awareness campaign with a playbook.
  </Card>

  <Card title="Understanding Cohorts" icon="layer-group" href="/guides/cohorts/understanding-cohorts">
    Segment your workforce for targeted interventions.
  </Card>
</CardGroup>