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First Steps After Deployment

Once you've signed in to ThetaSecure for the first time, follow this checklist to configure your environment properly.

Initial Setup Checklist​

1. Review the Dashboard​

Navigate to the Dashboard to get an overview of your current environment state. The Operations Dashboard provides real-time health metrics including app usage, directory sync status, and authentication trends. See Operations Dashboard for a full walkthrough.

2. Configure Directory Sync​

If your organization uses Active Directory, LDAP, or a cloud identity provider, set up Directory Sync to automatically import and synchronize user accounts.

  • Navigate to Configuration → Directory Sync
  • Create a new Sync Profile for your identity source
  • Configure a Connector to establish the connection
  • Run an initial sync and verify imported users

See Directory Sync for detailed instructions.

3. Set Up User Roles and Groups​

Organize your users by creating appropriate roles and groups:

  • Go to Identity Management → Groups to create user groups
  • Go to Identity Management → Roles to define roles with specific permission sets
  • Assign users to groups and roles based on their responsibilities

4. Configure Authentication Policies​

Strengthen your security posture by setting up authentication policies:

  • Navigate to Authentication → Sign-in Policies to define login rules
  • Set up MFA Policies to enforce multi-factor authentication
  • Choose from TOTP, SMS, Email, or Push notification methods

5. Define Network Policies​

Control network-level access by configuring access policies:

  • Go to Access Management → Network Policies
  • Create policies that define which users/groups can access which resources
  • Configure RADIUS clients if applicable

6. Register Applications​

Register the applications your organization uses:

  • Navigate to My Apps or Access Management
  • Add Web Apps and Network Apps that your users need access to
  • Assign access permissions per application

7. Enable Monitoring​

Once your environment is configured, use the dashboard to monitor:

  • Operations Dashboard — Authentication trends, sync health, failed logins
  • Security Dashboard — Identity health score, anomaly detection, privilege creep
  • Statistics Dashboard — At-a-glance counts for all managed resources

8. Review Security Recommendations​

Check the Security Dashboard for actionable recommendations. Common first-deployment recommendations include:

  • Enabling MFA for all users
  • Reviewing privileged access assignments
  • Monitoring failed login rates
Pro Tip

Bookmark the Security Dashboard and review it daily during the first week of deployment. This helps you catch configuration issues early and establish a security baseline.

Next Steps​