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An Overview of Your Pre-Onboarding Setup for a Successful iorad Launch

Questions? Thoughts? Reach out to your CSM at [email protected]

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Overview

Before your creators jump in and before onboarding sessions begin, there are a few foundational setup items that will make everything smoother—for you, your admins, and your creators.

This guide walks you through some of the essential configuration steps that help cement a clean, scalable environment from day one.

You’ll find:

• What needs to be set up
• Why it matters
• How to do it (with tutorials, of course!)
• Best-practice suggestions tailored to your use case
• Linked tutorials and resources for each step

This is your “ready to launch” checklist.

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💡For examples of specific iorad use cases and to learn how others use the tool, check out our Use Cases page: https://www.iorad.com/use-cases

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📌 Quick Start Checklist

Before inviting creators, complete the following:

• [ ] SSO configured + tested (if applicable)
• [ ] Custom brand theme created
• [ ] Team-wide tutorial settings selected and locked (optional but recommended)
• [ ] Initial categories + naming convention drafted (optional but recommended)

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💡For more step-by-step guidance on branding tutorials with your custom theme and locking tutorial settings, visit this guide: Set your Tutorial Branding

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