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Help Centre Getting Started Completing the onboarding checklist

Completing the onboarding checklist

What this is

Your dashboard shows a four-step getting started checklist that walks you through establishing your compliance baseline: invite your team, complete your own training, review your governance framework, and confirm your first compliance review.

What to do

Work through each step in order. Each step links to the relevant area of the platform. The checklist tracks your progress and tells you what to do next.

Why it matters

These four steps establish the minimum baseline Cleverer needs to measure and monitor your compliance position. Until they are complete, your score will not reflect your full posture.

What happens next

Once all four steps are complete, the checklist is replaced with a confirmation that your baseline has been established. Cleverer then monitors your position automatically.

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