> For the complete documentation index, see [llms.txt](https://docs.cybaops.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cybaops.com/getting-started/onboarding.md).

# Onboarding

Getting up and running with CybaOps is designed to be straightforward, whether you're a direct customer or a partner managing multiple clients. 

The onboarding process focuses on three key areas: access, agent deployment, and connector configuration, ensuring you gain visibility and value from CybaOps as quickly as possible.

### <mark style="color:$primary;">Access</mark>

Tenancies don't need users to be viewed by their Partners. This should be the first step a partner takes when onboarding their customers.&#x20;

#### Initial access

On inital access to the tenancy, the domain scan will be run and the relvant modules will be available. If you're a partner acting on behalf of your client, now is the time to check their licence is correct, upload any custom reports and do any preliminary work before adding end client users.&#x20;

#### Adding users to a tenancy

Once you're ready to add users, you can do so following the steps below:

* Log in to your CybaOps account with an administrator role.
* Switch to the tenancy where you want to add the user.
* Navigate to **Settings** → **Users**.
* Select **Add User**.
* Enter the mandatory fields which are user's:
  * First Name
  * Last Name
  * Email Address
* Choose the appropriate role for the user.
* Select **Save**.
* The user will receive an invitation email to activate their account and set a password.

There are no user limits on the platform, so you can add as many users as you need at no additional cost.

Unsure on what role to give a customer?

{% hint style="info" %}
Unsure on what role to give a user? View our [User Roles](/settings/user-roles.md) guide.&#x20;
{% endhint %}

### <mark style="color:$primary;">Agent Deployment</mark>

CybaOps integrates with the tools you know and trust, but it also has its own Agent where you can get additional value for Asset Management.

CybaOps has two Agents; the CybaAgent and Qualys Cloud Agent.&#x20;

Deploying Qualys Cloud Agent to a device will enable internal vulnerability scanning. It will populate the asset detail in your Asset Manager and vulnerabilities will be visible in the Vulnerability Manager.

Deploying the CybaAgent will report key asset information and in the future will be able to perform other functions like remediation tasks and configuration changes. *This will depend on your permissions and licence level.*&#x20;

Deploying the agent is a key part of the onboarding process and is recommended as the first step when setting up your account.&#x20;

Click below to view guides on how to deploy the agents on various operating systems.&#x20;

{% content-ref url="/pages/rcZmdKEadwMGcilFd2Qu" %}
[Agent Deployment](/getting-started/onboarding/agent-deployment.md)
{% endcontent-ref %}

### <mark style="color:$primary;">Connectors</mark>

Connecting to the tooling you already have gives you a single source of truth for security operations. \
\
You will see the relevant connectors for your licence in the connectors screen. This is available when you visit your settings and then clicking connectors in the top right corner.

Once connectors are configured, data will flow into the relevant CybaOps modules, bringing everything together in one place - no more juggling multiple tools.

Click below to view guides on how to configure your connectors.

{% content-ref url="/pages/IENDmsGCB3DF2WaRoxAX" %}
[Connectors](/getting-started/onboarding/connectors.md)
{% endcontent-ref %}

{% hint style="info" %}
Once youre connectors are set up, you can check the status of the connector at anytime on the [Schedules screen](/settings/connector-and-schedule-screen.md).&#x20;
{% endhint %}

### <mark style="color:$primary;">Security Assessment</mark>

The last step in the onboarding process is to complete your Security Assessment.&#x20;

The Security Assessment helps establish a baseline of your organisation's cyber security maturity and identifies areas for improvement. Based on the NCSC's 10 Steps to Cyber Security, it also contributes to your CybaOps Security Posture Rating, helping provide a more accurate view of your overall security health and risk.

By completing the assessment, you will:

* Gain a clear view of your current cyber security maturity across multiple security domains.&#x20;
* Receive a Cyber Security Achievement Score and category-specific grades to help identify strengths and areas for improvement.
* Improve the accuracy of your Security Posture Rating within CybaOps, helping you better understand overall risk.&#x20;
* Receive best-practice guidance and recommendations tailored to your responses.&#x20;
* Build a roadmap for improving cyber resilience and prioritising security initiatives.&#x20;

Completing the Security Assessment early in your onboarding ensures you can get the maximum value from CybaOps and provides a benchmark against which you can measure improvement over time. It is also one of the key success indicators reviewed during onboarding.

{% content-ref url="/pages/eNRtzCw0o0ghFp6hMglz" %}
[Security Assessment](/modules/security-assessment.md)
{% endcontent-ref %}


---

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