Onboarding

Set up your tenant, invite users, and configure roles.

Overview

This guide covers onboarding workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.

Create tenant

Configure Create tenant according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Invite users

Configure Invite users according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Configure modules

Configure Configure modules according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Import data

Configure Import data according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Troubleshooting

Issue Resolution
Missing menu item Verify module is enabled and role permissions are assigned
Validation error Check required master data and fiscal period status
Integration failure Review API credentials and endpoint version

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