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Source verified · Task procedure

Complete organization onboarding

Complete company, tenant, licence, security, administrator, payment, and review stages in the supported order.

Status
Source verified
Article type
Task procedure
Verified
July 15, 2026
Review cycle
90 days
Language
English · Source
Owner
Vianordis onboarding, commercial operations, and support
Source
gscOnboarding · 31be4c3
Start here

Audience, roles, and scope

Covers one end-to-end submission through the verified seven-stage wizard and its final confirmation.

Who this is for

  • Authorized onboarding representatives
  • Initial tenant administrators

Roles

  • Verified registrant with a valid onboarding token

Before you begin

  • A current onboarding decision pack
  • A valid token in the protected onboarding cookie
  • Stable connectivity and time to review all stages

Article tags

  • complete onboarding
  • company
  • tenant subdomain
  • security tier
  • administrator
  • payment
Operating guidance

Procedures

Follow the sequence and stop when identity, authorization, target, or result differs from the article.

Procedure 1

Complete and submit the wizard

Validate each stage, then perform a deliberate final review.

  1. 1
    Open the verified handoff

    Confirm the email banner and organization identity; stop if the link belongs to another person or organization.

  2. 2
    Complete Company

    Enter organization identity, address, and contact data and allow the required screening check to complete.

  3. 3
    Complete Tenant

    Choose the tenant name, available subdomain, locale, time zone, and regional settings exposed by the form.

  4. 4
    Complete Licence

    Select the approved plan and any allowed additional products without removing plan-mandated items.

  5. 5
    Complete Security

    Set the approved audit, retention, authentication tier, and password controls; do not weaken policy to pass validation.

  6. 6
    Complete Administrator

    Enter the authorized initial administrator and confirm password requirements and mailbox ownership.

  7. 7
    Complete Payment

    Choose the approved payment method, billing address, and correctly formatted VAT identifier when applicable.

  8. 8
    Review and submit once

    Compare every section with the decision pack, accept the displayed terms, submit, and retain the non-secret confirmation reference.

Expected result

One complete onboarding request is submitted for the intended organization, tenant, administrator, service scope, security baseline, and billing profile.

Operating rules

Security and data handling

  • Use only the identity, tenant, role, and data scope approved for the task.
  • Verify targets and expected effects before saving, sending, publishing, exporting, deleting, or approving.
  • Keep secrets and regulated data out of screenshots, URLs, free-text diagnostics, and ordinary support messages.
Verified scope

Known limitations

  • Submission is a provisioning request, not proof that every service is immediately active.
  • The wizard may reject a subdomain or pause for screening even when the rest of the data is valid.
Problem solving

Troubleshooting

You cannot open Vianordis Onboarding

Likely cause: The session expired, the account is not entitled, or the required tenant or role claim is missing.

  1. Open the service through the approved Vianordis entry point and sign in again.
  2. Confirm the intended organization, tenant, and account are in use.
  3. If access remains denied, record the time and request an entitlement check; do not attempt direct-URL bypasses.

A documented control or navigation item is not visible

Likely cause: The current role, subscription, tenant configuration, release status, or feature flag does not expose it.

  1. Confirm the audience, role, prerequisites, and limitations in this article.
  2. Refresh after a new sign-in and verify the correct tenant context.
  3. Ask the responsible administrator whether the capability is enabled before reporting a defect.

A saved change or background result is not visible

Likely cause: Validation failed, processing is incomplete, the view is stale, or the feature is locally simulated rather than persisted.

  1. Review inline validation, status indicators, filters, and the selected tenant or workspace.
  2. Refresh once and search by a stable identifier before repeating the action.
  3. Do not repeat irreversible or externally visible actions until the first operation's state is known.
Provenance

Source verification

Token exchange, seven-stage navigation, per-stage validation, async checks, password removal from submission projection, and final API submission.

Reviewed paths at 31be4c3

  • src/app/page.tsx
  • src/components/wizard/OnboardingWizard.tsx
  • src/components/wizard/WizardSteps.tsx
  • src/app/api/onboarding/route.ts
  • src/app/api/sanctions-check/route.ts
Escalation

Contact support

Contact support when

  • A repeatable Vianordis Onboarding error blocks an approved task
  • Expected access, tenant scope, data, or status appears incorrect
  • A security, privacy, financial, compliance, or data-loss concern is suspected

Include

  • The page, action, expected result, and exact error text
  • The time of occurrence with time zone and whether it is reproducible
  • Your tenant, role, browser, and sanitized record or correlation identifier
  • The troubleshooting steps already completed

Never include

  • Passwords, access tokens, API keys, recovery codes, session cookies, or private keys
  • Unredacted personal, financial, health, student, employee, or other regulated data
  • Confidential documents or message bodies unless support provides an approved secure channel
Contact support
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