Onboarding

An Overview of the Onboarding Journey

Welcome to Zip, we’re glad you’re here! Client Onboarding is the process to get you up and running on your Zip console, with all tools and providers fully integrated, so you can start enrolling all users, and getting your fleet 100% compliant. Getting onboarding right is the corner-stone of a successful and smooth experience enrolling your devices, and getting the most of our Zip from day! You will have a dedicated customer success team who will be on hand to support you throughout this journey.

Onboarding with Zip comprises of three phases:

  1. Connecting Providers and Configuring Security Controls
    1. This is the stage where all tools are provisioned and integrated with the Zip Console. The exact steps here will be tailored to meet the specific requirements of your organization, and align with any existing tools you already have in place, or migrations that are required.
    2. You will also configure core security controls and compliance frameworks to get you ready to start enrolling devices.
  1. Device Enrollment
    1. In this stage, you will test the enrollment process and send out instructions to your colleagues to enroll their devices in Zip Security.
  1. Monitor Enrollment Progress and Control Enforcement
    1. Because device enrollment is so important for an effective security strategy, we don’t consider onboarding to be ‘complete’ until we get to up to (or as close to) 100% device enrollment. Some users may not take immediate action and will require follow up.

The following pages provide a step-by-step overview of each of these steps, so read on to see exactly what you’re onboarding journey will entail…

☑️Onboarding Checklist

Table of Contents

⚒️Setting up the Zip Console⚙️Configuring the Zip Console

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Questions? Here’s how to reach us:
  • Email: success@zipsec.com