Preparing for Go Live

Before you start rolling PassFort out to your users, you should make sure everything is in place and ready to go.

Complete the configuration for direct agreements

We'll need the details for any direct agreements you have with your data providers (e.g. API key name). This will enable us to complete the configuration on PassFort's side.

The information we need depends on the data provider. To find out exactly what we need:

1. Find the articles for your data providers.
2. In the articles, go to the section called What we'll need.

You can pass this information on to your Customer Success Manager or send it to support@passfort.com.

Add PassFort credit

If you're using PassFort as a reseller for any of your data providers, you'll need to add PassFort credit which is used to pay for the checks.

Set up users

With SSO

If you've purchased single sign-on (SSO) for PassFort, we'll help you get set up. Learn more about the configuration process and user experience.

Without SSO

Add your users to PassFort and configure teams as needed.

Roles and permissions are what enable users to access different areas of PassFort. When you add users, they'll have default roles and permissions, but you can customise them. In particular, you should confirm which users should be able to export report data. Because data contains personally identifiable information (PII), this permission is never granted by default.

Additional configuration

Notification preferences determine what information a user is alerted to (e.g. when an application is nearing expiry) as well as how they receive the alert (e.g. an email). Users set their own notification preferences by clicking Manage account icon and selecting Notifications.

Users also determine which application queues they see. This helps them manage their day-to-day workload. To set this up, they should apply filtering and sorting.

Subscribe to the status page

The status page lets you know if something is wrong with PassFort.

To subscribe to updates:

1. Go to https://status.passfort.com/
2. Click Subscribe to updates .

Do user training

We recommend training all day-to-day users of PassFort before you start your rollout. Ideally, the session is recorded so it can be shared and rewatched later.

Training should cover:

• Your smart policy
• Navigating the PassFort portal
• Searching, filtering, and assigning profiles
• Handling cases that require manual intervention

Typically, training is done in partnership with your Customer Success Manager and your Go Live team.

To schedule a training session, contact your Customer Success Manager.