> ## Documentation Index
> Fetch the complete documentation index at: https://help.dsalta.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding Roadmap

> Follow the guided setup to configure your compliance program step by step.

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.

<Note>
  The Onboarding Roadmap is AI-assisted — each step includes clear guidance, estimated completion times, and direct links to the relevant configuration pages.
</Note>

## 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.

<CardGroup cols={4}>
  <Card title="Onboarding" icon="rocket">
    Select your framework, review controls, set up basic company information.
  </Card>

  <Card title="Policies & People" icon="users">
    Review and approve policies, invite team members, assign security roles.
  </Card>

  <Card title="Tests & Risks" icon="flask-vial">
    Configure automated tests, connect integrations, define your risk register.
  </Card>

  <Card title="Trust & Audit" icon="shield-check">
    Set up your Trust Center, prepare for your first audit, review evidence gaps.
  </Card>
</CardGroup>

## 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.

<Steps>
  <Step title="Complete the Onboarding phase" icon="circle-1">
    Set up your company profile, select your compliance framework, and review the controls DSALTA has mapped for you.
  </Step>

  <Step title="Configure Policies & People" icon="circle-2">
    Review AI-generated policies, invite your team members, and assign security roles so every policy and control has an accountable owner.
  </Step>

  <Step title="Set up Tests & Risks" icon="circle-3">
    Connect your integrations to unlock automated evidence collection. Configure your risk register and define risk treatment plans.
  </Step>

  <Step title="Prepare Trust & Audit Readiness" icon="circle-4">
    Set up your public Trust Center, review your evidence completeness, and prepare for your compliance audit.
  </Step>
</Steps>

<Tip>
  You can switch between active frameworks using the dropdown at the top of the roadmap. Each framework tracks its own progress independently.
</Tip>

<Info>
  The Onboarding Roadmap remains accessible from the left sidebar even after you complete all steps — you can return to it at any time.
</Info>

## Related pages

* [Integrations](/integrations/overview)
* [Active Frameworks](/guides/compliance/frameworks-active)
* [Team Members](/guides/settings/members)