Prerequisites
- Access to the Living Security Dashboard
- Permission to view your organization’s workforce and risk data
- At least one completed identity or security-data sync for organization-specific results
If your organization has not connected data yet, you can still complete the
tour. Empty states will direct you to onboarding or integration setup instead
of showing organization-specific results.
1. Check Your Starting Point
Open Home. Look for your organization’s HRI summary, workforce information, and available insights. You should see one of two states:- Data is available: note the current HRI and one cohort or risk area you want to investigate.
- Setup is incomplete: open the onboarding task shown on Home or the Journey Map and note the first required task.
2. Inspect the Workforce
Open Workforce and select People.- Use the available search or filters to find a person.
- Open the person’s details.
- Review the risk summary, identities, and recent activities available to you.
3. Ask Livvy a Grounded Question
Open Ask Livvy and ask:What should I review first in my organization’s human risk data?Follow up by asking Livvy to explain one cited metric, cohort, or risk factor. Livvy’s response depends on your permissions and connected data, so confirm important conclusions in the linked platform view.
4. Follow the Program Loop
Use the main navigation to see how work moves through the platform:- Workforce — people, agents, cohorts, segments, and their activity
- Intelligence — signals and prioritized findings
- Playbooks — coordinated interventions
- Outcomes — metrics, reports, and evidence of change
5. Choose Your Next Task
What You Accomplished
You located your organization’s current setup state, inspected a workforce record, asked Livvy a data-grounded question, and chose the next task in the program loop.Need Help?
- Use Help Center search for the feature or error message you see.
- Ask Livvy for an explanation of supported platform concepts.
- Contact Living Security Support when setup or permissions prevent you from continuing.

