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Roles and permissions during onboarding
External Network Project Tasks
Internal Network Project Tasks
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Onboarding is a self-guided setup in Platform that prepares your environment for testing. You complete a short set of tasks at your own pace, and each one you finish moves you closer to your kickoff call and the start of testing.
A banner at the top of your dashboard tracks your path to testing across four steps:
Setup tasks are grouped into a tab for each project you have contracted for, and you can work through the tabs in any order.
Setup Tasks are required for three projects
Two progress bars, one for your overall progress [1] and one for the project [2] you are viewing, update as you complete tasks. Your progress saves automatically, so you can leave and return without losing your place.
Each task is labeled so you know what it takes to start testing:
| Type | What it means |
|---|---|
| Required | Must be completed before testing can start for that project. |
| Optional | Helpful, but not needed to begin testing. |
| Gated | A required task that stays locked until a condition is met. |
The one gated task is Schedule Kickoff Call, which unlocks only after every other required task is complete. The Kickoff call is where you meet with your Customer Success Manager to discuss the success of your partnership with Sprocket.
To start a task, click Start. This takes you to the place in the platform where you complete it.
If a task is better handled by someone else on your team, click Delegate and select an existing user from your organization. If your organization has no other users yet, add them and send an account invitation under Team Members.
Everyone on your team can see all tasks, projects, and progress. What you can do to complete onboarding tasks depends on your role:
| Role | What they can do |
|---|---|
| Onboarding point of contact | Complete any task and assign tasks to other team members. |
| User with a task assigned | Complete their assigned tasks. Cannot act on tasks assigned to teammates. |
| User with no tasks assigned | Follow progress, but cannot complete tasks until one is assigned to them. |
There are three tasks required to to complete onboarding for the External Network Project:
Company Profile is where you set the details Sprocket keeps on file for your organization. When you start this task, you complete the following:
Validate Scope is where you review the assets included in testing and confirm they are correct. Starting this task takes you to your Attack Surface (ASM), filtered to the assets in scope for testing (CPT). Review the assets tab by tab to confirm they are correct.
When you have finished reviewing, return to onboarding and either approve the scope or request changes:
