Help Article
4 min read
Reviewed 2026-02-25

Use the launchpad to move from onboarding to rollout cleanly

Follow the commercial launch sequence: onboarding, publish the baseline, unlock rollout, invite staff, assign training, attach evidence, and export.

Org Admin
Manager

Summary

  • Follow the commercial launch sequence: onboarding, publish the baseline, unlock rollout, invite staff, assign training, attach evidence, and export.
  • Use this guide to complete the workflow with audit-ready evidence and ownership.
  • If you hit a blocker, run troubleshooting first, then escalate with context.

Steps

  1. 1. Complete onboarding first

    Use the launchpad to finish the operational context needed for strong baseline policy generation.

  2. 2. Publish the four core baseline categories

    Treat published COMPLIANCE, DATA_PROTECTION, IT_SECURITY, and OPERATIONS policies as the gate to wider rollout.

  3. 3. Unlock and expand

    Once rollout unlocks, invite staff, assign day-0 training, attach clean evidence, and prepare exports from a finished operating baseline.

Verification

  • The launchpad sequence reflects onboarding, baseline publish, rollout unlock, invites, training, evidence, and export.
  • Gap analysis appears as a post-baseline activity rather than a day-1 starting point.

Troubleshooting

Action is disabled or unavailable.

Check role permissions, onboarding or training gates, and plan entitlements for the current organization.

Output does not match expected quality or scope.

Review organization profile context and rerun with updated standards, dependencies, and operating details.

Workflow screenshots

Policy generation timeline with pass status
Three-pass AI generation pipeline with live status and quality gates.

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Publish your four core policies before rollout

Unlock invites and training only after compliance, data protection, IT security, and operations policies are published.

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Need direct support?

If this workflow remains blocked after troubleshooting, submit a support request with the page URL, expected behavior, and relevant error details.