Getting started

This page describes what you will actually see during onboarding (the guided setup), the choices you’ll be offered, and what’s available immediately after you finish.

Quick start (TL;DR)

1. Choose a plan and create your organization.
2. Set up org structure: Automated (recommended) or Manual.
3. Invite members (one by one or bulk via CSV) — or skip.
4. Add tools to build your inventory (catalog, URL, or manual) — or skip.
5. Review assignments and finish onboarding to enter the app dashboard.

Before you begin

• Decide who should be an admin vs a member (you can invite both).
• If you plan to import org structure, have access to your directory system ready.
• Make a short list of your most important tools to add first.

Step 1 of 5 — Choose a plan and create your organization

• You’ll see a plan selector and a button to create your organization.
• A free trial badge is shown during onboarding (trial time remaining is visible in the onboarding header).
• If an organization already exists for your email domain, you’ll be shown the domain and an option to request access (or contact the owner/support).

Step 2 of 5 — Org structure

• You’ll be asked to choose one option to continue (you can switch later):
• Automated (recommended): connect Google Workspace, Microsoft Entra, or SCIM to import departments, teams, and users.
• Manual: build your org structure directly on the diagram (departments and teams).
• If you import from a directory, you can preview what will be created and choose whether invites are sent from the import flow.

Step 3 of 5 — Invite members

• You’ll see “Invite members” with two options (you can switch later):
• Invite one by one: send individual invites and keep adding more.
• Bulk invite (CSV): upload/paste a CSV to invite many teammates at once.
• You can also skip invites during onboarding and continue.

Step 4 of 5 — Add tools

• You’ll see “Add tools” with three options (you can switch later):
• Search catalog (recommended): pick from the tool catalog and add with one click.
• Add via URL: paste a tool website and CleverOps enriches it automatically.
• Add manually: for internal apps or uncommon tools.
• You can skip adding tools during onboarding and continue.

Step 5 of 5 — Assignments and finish

• You’ll review assignments (for example, which departments/teams a tool belongs to) and then finish onboarding.
• When you finish, CleverOps redirects you into the app dashboard.

What you’ll see after onboarding

• Dashboard (command center): summary KPIs plus Signals (Issues/Events/Intelligence) and connectors/tools snapshots.
• Analytics: dashboards that reflect your inventory and connection status (including a connectors health view).
• Inventory: tools list plus org structure (departments, teams, members) you created or imported during onboarding.
• Settings → Integrations: connect providers and manage directory sync, connections, and errors.
• Settings → AI Agents / MCP: create API keys so external clients (IDEs and agent tools) can access your workspace via MCP. SeeAI Agents / MCP.
• Portal / Portal Admin: publish portal content, announcements, quick links, and access links.