Documentation
Getting Started
The fastest path from access to first value with the Vestval platform.
Overview
Getting started with Vestval follows a clear sequence: get access, orient yourself in the platform, connect the basics, and reach first value. This guide gives teams the map before they begin.
It is designed for the person setting things up for the first time, whether that's an administrator, an implementer or a developer.
What this covers
Get access
Your organization is provisioned and initial administrators are set up.
Orient
Understand the products enabled for you and how they fit together.
Configure basics
Set up identity, users and the core configuration for your use case.
Connect data
Bring in the data and integrations your workflows depend on.
Validate
Confirm everything works in a controlled way before wider rollout.
Go live
Roll out to your teams with support and documentation at hand.
How it works
- 1
Confirm access and set up initial administrators.
- 2
Review the products enabled for your organization.
- 3
Configure identity, users and core settings.
- 4
Connect the data and integrations you need.
- 5
Validate in a controlled environment, then roll out.
FAQ
Frequently asked
- The person setting Vestval up for the first time — an administrator, implementer or developer.