Overview

Onboarding with Console is a streamlined and efficient process, enabling customers to begin automating real workflows within 30 days. Console works closely with your team to synchronize core systems and context, ensuring automations can run safely, accurately, and in alignment with your existing policies. 

1. Connecting your core systems 

   Once onboarded, Console provides access to your workspace. To enable automated decisions and actions, Console integrates with the platforms your organization already uses across the following key categories:

   • Identity providers (used for users, groups, roles, and access structures)

   • SaaS applications (for app access provisioning and permission updates)

   • HR information systems (to sync employment status, department, and manager relationships)

   • Device management (to understand assignments, compliance, and configuration)

   These integrations enable Console to retrieve context, enforce policies, and execute actions reliably. 
   
   

2. Importing your organization’s structure

   With integrations connected, Console imports the elements needed to understand your environment including users and managers, groups and departments, permission models, devices, and existing approval structures. 

   This creates the foundation for how Console interprets requests and determines eligibility or required action. 
   
   

3. Defining your first use cases

   Next, Console works with your team to define and prioritize the first workflows to automate. These are typically high-volume, high-impact processes such as:

   • Application access requests 

   • Group membership changes 

   • Device checks 

   • HR onboarding or offboarding requests 

   • Common troubleshooting questions

   Workflows are selected based on value, volume, and ease of implementation.
   
   

4. Configuring policies and approvals

   Console’s access policies and approval rules ensure that workflows are executed safely and in alignment with your internal governance. During onboarding, you will:

   • Define eligibility for specific apps or resources 

   • Establish approval requirements for sensitive access 

   • Configure time-bound and conditional access 

   • Map system owners and approvers

   • Set up required validation checks 
     
     

5. Building your first Playbooks and Actions

   Using Console’s workflow builder, your onboarding team will guide you through: 

   • Creating Playbooks (structured, multi-step workflows for complex processes)

   • Using Native Actions (e.g., send messages, collect information, validate groups)

   • Connecting integration actions to your identity, HR, and SaaS platforms 

   • Structuring fallback or escalation steps when needed

   These early playbooks become reusable building blocks for future workflows.
   
   

6. Testing workflows in a safe environment

   Before launching your first live workflow, Console helps ensure everything runs as expected. This includes reviewing context and policies, confirming approvals are routed correctly, and validation to confirm successful changes. 

   Testing ensures your initial workflow performs reliably and reflects your policies accurately. 
   
   

7. Launching your first live workflow

   Once testing is complete, Console helps your team launch your first workflow to production. This step typically includes:

   • Enabling this workflow for selected groups 

   • Communicating the new process to internal teams 

   • Monitoring initial request volume and success rates 

   • Gathering early feedback from IT or HR teams
     
     

8. Reviewing insights and expanding automation

   After your first workflow is live, Console’s Insights provide visibility into:

   • Request volume

   • Automation rates

   • Resolution time

   • Approval patterns

   • Opportunities for additional automation

   With this understanding, teams typically expand quickly into additional workflows. 

Summary

Onboarding with Console is designed to be fast, collaborative, and impactful. By connecting your systems, importing your organizational context, defining early use cases, and launching your first workflow, Console begins delivering value within 30 days of sign-up. From there, your team can continue building, refining, and scaling automation across your IT and HR processes.