Setting up your organisation

Your first sign-in

When your organisation is created, the person named as the owner receives a one-time setup code.

1. Open the setup page from the link you received.
2. Enter your email address and the setup code.
3. Choose a password.

The setup code is valid for 72 hours and works once. If it expires or gets lost, email us and we'll issue a new one.

Recommended order

You can do these steps in any order, but this sequence gives you useful results soonest:

1. Set up single sign-on. Connect Microsoft Entra ID, Okta or Google Workspace on the Security page and verify your email domain. See Setting up single sign-on.
2. Bring in your people. Either invite them on the People page or, at launch, let your identity provider create them automatically with SCIM. See Inviting people and Automatic user provisioning with SCIM.
3. Bring in your devices. Import your current asset spreadsheet, connect a discovery source such as Microsoft Intune, or both. See Importing assets from a spreadsheet and How discovery works.
4. Record your licences. Add your contracts and entitlements on the Licences page. See Contracts and entitlements.
5. Run your first reconciliation. Open Licence position and select Run now. From then on it runs automatically every night. See How your licence position is calculated.
6. Turn on reclamation. Create a reclamation policy, simulate it first, then let it run. See Setting up a reclamation policy.
7. Give people the right access. Assign roles such as Asset manager, Licence manager, Finance or Auditor. See Built-in roles explained.

Organisation settings worth checking early