Getting Started

Step-by-step guidance for new clients on onboarding, accessing services, and understanding what happens first.

• How can I search for content in the Portal?
• How do I add my company logo?
• How do I add users to Adoptech?
• How do I update or archive my policies?
• How do I switch between my companies in Adoptech?
• How do I use the Data Room?
• How do I set a review date for a policy?
• How do I change my password?
• How do I share policies with the team? (send read requests)
• How do I create Groups? and how should I group people?
• Devices Page
• How do I set up my Slack integration?