Checklist to onboard
Use this checklist to plan and track your DigiCert ONE onboarding. Complete the tasks in the order listed to ensure that trust sources and products are configured correctly for your organization.
Complete the following tasks in sequence.
Task | Purpose | Details... |
|---|---|---|
1. Create your DigiCert ONE account | Get access to DigiCert. | |
2. Configure sign in methods | Secure user access and enable your preferred sign in methods, like single sign-on (SSO). | |
3. Identify trust sources and products | Determine which trust sources and products your organization needs. | |
4. Provision trust sources and products | Enable and configure the trust sources available to your organization. | |
5. Understand users and roles | Understand the difference between platform admin and solution admin, and which permissions are included in user roles. | |
6. Create custom user roles | [Conditional]: If the default user roles don't meet your organization's requirements, create custom roles. | |
7. Add users and assign roles | Import users from your identity provider (IdP) or manually add users to your account. | |
8. Manage your solutions | [Conditional]: If you’re also responsible for managing solutions, set up your trust sources and products. |