Set up your organization

Start with the workspace boundary

Your organization is the top-level boundary for users, agents, policies, connectors, reports, and audit evidence. Treat the first setup pass as the place to confirm the legal entity, workspace name, owner, and initial governance posture before you invite users or create your first agent.

Recommended setup order

A clean setup starts with the organization name, primary owner, and default governance posture. After that, invite a small group of administrators and governance owners before connecting tools or deploying agents.

Use the first connector and first agent as a low-risk rehearsal. The goal is to understand ownership, review paths, and evidence before expanding access to more teams or scheduling reports.

Before production use

Use sample or low-risk workflows until policies, connector scopes, and reviewer ownership are understood by the team.