First Steps After Onboarding

Essential setup tasks to complete when you first access your Cloud Sentrics dashboard.

After receiving your login credentials, complete these steps to set up your account properly.

Step 1: Log In

1. Go to your dashboard URL (e.g., https://yourorg.cloudsentrics.org)
2. Enter the email and temporary password provided during onboarding
3. You'll be prompted to set a new password

Choose a strong password with at least 8 characters, including uppercase, lowercase, numbers, and symbols.

Step 2: Set Up MFA (Recommended)

Multi-factor authentication adds an extra layer of security:

1. Go to Change Password (top right)
2. Follow the MFA setup prompts
3. Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.)
4. Enter the verification code to confirm

Step 3: Create Your Team

If you're the admin, add your team members:

1. Go to Admin > User Management
2. Click Create User
3. Enter their email and set their access level
4. They'll receive login credentials via email

Step 4: Set Up Your Organization

Depending on your sector:

Schools:

• Go to Academic Settings to configure terms, sessions, and grading
• Register your students
• Add your educators

Healthcare:

• Go to Facility Settings to configure departments and calendar
• Register your first patients
• Add your staff

Step 5: Upload Your Files

1. Go to All Records or Upload Files
2. Create folders to organize your documents
3. Upload your existing files

You're Ready

Your platform is now set up. Explore the sidebar to discover all available features, or search this documentation for specific guides.