Who sees it
Administrators who sign in with no portals connected are sent to the wizard automatically. Anyone else lands on the dashboard. You can return to it at any time from the Finish your set-up card on the dashboard.
The four steps
- 1Connect your HubSpot portal. Choose Connect with HubSpot to install the app. Once connected, the wizard shows the live user and super admin count.
- 2Set up your admins. Invite a colleague, choose the two-factor scope and enter an alert email. The email receives a test alert straight away so you know routing works.
- 3Import your permission baseline. Upload a HubSpot user export. The wizard reports approved users, super admins and deactivated rows. Owners may skip this step.
- 4Run your first scan. The compliance scan runs for your organisation and the wizard shows users checked, super admins and open alerts when it settles.
| Control | What it does |
|---|---|
| Skip for nowButton | Available on steps two and three for owners. Records the skip so the card on the dashboard still shows what is outstanding. |
| Go to the dashboardButton | Shown on the final step. Marks set-up complete and writes an Onboarding_Completed audit entry. |
| DismissButton | On the dashboard card. Hides the card and writes an Onboarding_Dismissed audit entry. The card returns if a new gap appears. |