{"id":11667,"date":"2021-12-29T17:04:00","date_gmt":"2021-12-29T22:04:00","guid":{"rendered":"https:\/\/manage4.performancescoring.net\/kb\/?p=11667"},"modified":"2025-10-23T09:06:38","modified_gmt":"2025-10-23T14:06:38","slug":"setup-wizard","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=11667","title":{"rendered":"Setup Wizard"},"content":{"rendered":"\n<p>When you&#8217;re getting started with SecureDB, the account manager will have <a href=\"https:\/\/securedb.io\/kb\/?p=11176\" data-type=\"post\" data-id=\"11176\">imported all supplied employee information<\/a> for you. However, it&#8217;s a best practice to double-check everything is setup correctly. To make this even easier, we encourage each employee to complete the Setup Wizard to ensure accuracy of their <a href=\"https:\/\/securedb.io\/kb\/?p=3569\" data-type=\"post\" data-id=\"3569\">Profile<\/a>, <a href=\"https:\/\/securedb.io\/kb\/?p=353\">Hierarchy<\/a>, and <a href=\"https:\/\/securedb.io\/kb\/?p=10805\" data-type=\"post\" data-id=\"10805\">Objectives<\/a>.<\/p>\n\n\n\n<p>If your <a href=\"https:\/\/securedb.io\/kb\/?p=12000\">user role<\/a> has access permissions, you&#8217;ll find the Setup Wizard under <strong>Global Settings<\/strong> &gt;&gt; <strong>Setup Wizard<\/strong> on the left-hand sidebar navigation.<\/p>\n\n\n\n<p>The first step will walk you through updating your password from the temporary one sent you during implementation, making sure your email address is correct, a mobile number (optional), your role, and who you primarily report to.<\/p>\n\n\n\n<p>If others in the organization report to you, the second step allows you to map the right employee to yourself or someone else. <\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>The third &#8220;Value&#8221; step, is more of a survey to discover what percentage of employees know what their company Value are.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>The &#8220;Objectives&#8221; step encourages you to <a href=\"https:\/\/securedb.io\/kb\/?p=10805\" data-type=\"post\" data-id=\"10805\">create at least one Objective<\/a>. The final step begins the process of getting you all setup to use SecureDB for the first time.<\/p>\n\n\n\n<p>You can return to the Setup Wizard at any time in the future from  <strong>Global Settings<\/strong> &gt;&gt; <strong>Setup Wizard<\/strong>. <\/p>\n\n\n\n<p class=\"has-text-align-right\">Next up: <a href=\"https:\/\/securedb.io\/kb\/?p=10605&amp;brand=expand\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=10605&amp;brand=expand\">Permissions Glossary<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We encourage each employee complete the Setup Wizard to ensure accuracy of their Profile, Hierarchy, and Objectives.<\/p>\n","protected":false},"author":3,"featured_media":11668,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[36],"tags":[54,55,91,8],"class_list":["post-11667","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-admin","tag-advanced-settings","tag-reports-to","tag-setup-wizard","tag-users"],"wps_subtitle":"Get Started Quickly with The Setup Wizard","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/11667","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11667"}],"version-history":[{"count":20,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/11667\/revisions"}],"predecessor-version":[{"id":20156,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/11667\/revisions\/20156"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11667"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11667"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11667"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}