rutuja.tilekar
Last updated: 29 October 2025
In this article, you will find:
A checklist of everything you need to prepare before your first onboarding call.
To help you get the most out of your onboarding session, we’ve prepared a list of things you'll need to bring to your onboarding call. Please review each section carefully to ensure you're fully prepared, as missing any of the below may result in delays.
All current or future users of the OneClickComply platform should attend the onboarding session. We’ll be covering important topics such as integrating environments, managing tasks, and accessing support materials, so it’s essential that everyone involved with using the platform is present from the start.
You’ll need the correct administrator permissions to connect OneClickComply to your chosen environments. If you don’t have the necessary access yourself, please ensure someone with the appropriate permissions either:
Joins the onboarding call, or
Grants you temporary access beforehand.
For more information, please see our dedicated article on required permissions.
Please confirm which licences your organisation holds for the platforms you intend to connect (e.g. Microsoft 365, Google Workspace). If this information is missing or incorrect:
The platform may be unable to connect properly.
The onboarding session will be delayed.
Additional time may be needed to troubleshoot and reschedule.
For more information, please see our dedicated article on required license types.
During your onboarding session, we’ll schedule a follow-up call to review your progress and provide further guidance. We'll also discuss how frequently you'd like to receive support check-ins.
To keep things moving, please ensure you:
Have access to your calendar during the call.
Inform us in advance if your availability is uncertain.
Include any key decision-makers who need to approve meeting times.
Your onboarding call will typically take between 30 to 45 minutes. This includes:
Initial platform connection.
Environment scanning.
Generation of Technical and Operational Tasks.
Please make sure you’re available for the full duration. If you’re unable to stay for the entire session, let us know in advance so we can reschedule.
Please make sure that you read the above information carefully, and that you have fully understood what you need to bring to your first onboarding call. If you have any questions about this call, please contact a member of our support team.
