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Recommended Initial Setup Checklist

A practical order of operations for a new workspace.

Last updated 2026-10-31

  1. Create your account and organization.
  2. Invite teammates from Users (Admins and Agents).
  3. Choose or confirm a subscription from Billing if you are ready to pay.
  4. Add your first website under Domains.
  5. Run a Quick scan, then verify DNS and run Standard when ready.
  6. Configure Consent Banner and Domain Rules, then install the script.
  7. Publish a privacy request Form and verify intake in Request Queue.
  8. Draft and review Privacy Policy / Cookie Policy.
  9. Review AI Settings for Ask Nek and related features.
  10. Bookmark The Hive and open a support ticket if something blocks launch.

Monitoring cadence can be configured after your first successful scans.

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