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When you sign up or log in for the first time, the Onboarding Roadmap is the first page you see. It provides a structured, guided path to get your compliance program fully configured and operational.
The Onboarding Roadmap is AI-assisted — each step includes clear guidance, estimated completion times, and direct links to the relevant configuration pages.

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Four phases of setup

The roadmap is organized into four sequential phases. You can track your overall progress via the progress bar at the top.

Onboarding

Select your framework, review controls, set up basic company information.

Policies & People

Review and approve policies, invite team members, assign security roles.

Tests & Risks

Configure automated tests, connect integrations, define your risk register.

Trust & Audit

Set up your Trust Center, prepare for your first audit, review evidence gaps.

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How it works

Select the framework you want to work on from the dropdown at the top. The roadmap displays your overall progress percentage and guides you through each phase with clear action items, helpful guidance, and estimated completion times for every task. Each task links directly to the relevant setup page. Completed tasks are marked with a checkmark, giving you a clear picture of what is done and what still needs attention.

Complete the Onboarding phase

Set up your company profile, select your compliance framework, and review the controls DSALTA has mapped for you.

Configure Policies & People

Review AI-generated policies, invite your team members, and assign security roles so every policy and control has an accountable owner.

Set up Tests & Risks

Connect your integrations to unlock automated evidence collection. Configure your risk register and define risk treatment plans.

Prepare Trust & Audit Readiness

Set up your public Trust Center, review your evidence completeness, and prepare for your compliance audit.
You can switch between active frameworks using the dropdown at the top of the roadmap. Each framework tracks its own progress independently.
The Onboarding Roadmap remains accessible from the left sidebar even after you complete all steps — you can return to it at any time.