Onboarding an Organization
Onboarding copies your organization from CM.com Platform into Governance. Until it is done, you can't use the Governance portal for that organization.
What gets copied
| From CM.com Platform | Becomes in Governance |
|---|---|
| The organization's accounts | Accounts |
| Users and their organization membership | Users |
| Users' role assignments | An equivalent role assignment for each |
Start onboarding
- Open any account in the Governance portal. If the organization is not onboarded yet, you are sent to the onboarding page.
- Start onboarding. It runs in the background, so you can leave the page.
- Wait until the status shows Completed.
Only Platform Owners can initiate onboarding
Statuses
| Status | Meaning |
|---|---|
| Not started | Onboarding has not been run. |
| In progress | The copy is running. |
| Completed | Done. The portal is available. |
| Failed | Something went wrong. |
The portal stays blocked until the status is Completed.
Good to know
- Onboarding copies existing access. It does not create users or log anyone in. See What Governance does not do.