Onboarding

The Onboarding page guides you through all the actions you need to take to get started with Data Access. The progress bar keeps track of the percentage of tasks you've completed.

The onboarding page includes the following steps. Selecting a step will navigate you to the correct place in the Data Access product

• Set up customer authentication
• Configure API settings
• Customize branding
• Invite teammates
• Edit admin authentication
• Onboard intermediaries

This same progress can be tracked from the Quick start guide button, located in the lower-right corner. This button will follow you as you navigate to through the Data Access product for easy access.