New to SailPoint

Welcome to SailPoint!

Use these resources for a successful launch.

Reach key milestones in your SailPoint journey with these guidelines. Click on the options below to read about staffing requirements, sign up for training, register for the support portal and more. Take a deeper look into setting up your product by following the recommendations for SaaS or software customers.

 

Recommendations for all customers

  • Schedule and attend your introduction and onboarding call with your Customer Onboarding Manager and/or Customer Success Manager to learn more about the SailPoint resources available to you and your team as well as more details on next steps.

  • Analyze staffing requirements. One of the critical success factors in any SailPoint IdentityNow deployment is the early establishment of an implementation team with the appropriate skills and experience. Following are profiles of key actors needed to ensure success within the engagement. Read MoreExpand List

  • Ensure key project personnel have attended appropriate SailPoint training.

  • Ensure all SailPoint project participants sign up for Compass accounts. Compass is SailPoint's online community portal which contains a knowledgebase, training info, documentation, etc.

  • Determine which team members will need to see all tickets opened by any user in the organization. Contact support@sailpoint.com to enable elevated access.

  • Review and understand SailPoint's support guide.

  • Attend SailPoint user group events or the annual Navigate conference.

Recommendations for SaaS customers

Recommendations for Software customers