Follow guided activation
New organisations open on a persistent activation path. It tracks the required journey from workspace and service foundation to agent credential, first reporting endpoint and first ticket.
- Use the setup strip to return to the next required action from anywhere in Ordantra.
- Required milestones define operational readiness; inviting teammates and resolving the first outcome remain visible without blocking solo operators.
- Platform administrators can see the current milestone without accessing tenant work.
Understand the organisation boundary
Your organisation owns membership and can contain one or more workspaces. A workspace isolates tickets, assets, agents, queues, teams, policies and reports for a team or operation.
- New registrations receive an editable Main workspace.
- Keep one workspace when the whole team shares an operating model.
- Create another workspace only when data or policies genuinely need separation.
Review the starter service desk
The initial workspace includes a default Service desk queue, Service desk resolver team and Standard support SLA policy. They are starting points, not a prescribed operating model.
- Rename or extend the starter records to match real ownership.
- Existing empty workspaces can create the same foundation with one guided action.
- Confirm inbound email, portal and notification delivery before broad rollout.
Run an endpoint pilot
Enrol a small Windows or Linux pilot before a fleet rollout. Confirm identity, inventory category status, last-seen time, risk findings and the platform-specific agent baseline.
- Use the workspace enrolment key only for registration.
- Start with representative endpoints, not every device.
- Review collected and unavailable inventory categories.
Prove the connected workflow
Take one real ticket from triage through asset context and resolution, then run one controlled change with approval, validation and rollback information.
- Assign clear ownership in the queue.
- Link the affected asset or problem.
- Confirm the activity trail tells the story afterward.