Customer Onboarding — Activitee

1

Organisation Details

Basic company information for tenant setup

Company Name *

Tenant Slug (auto-generated)

Your login URL: https://preview.activitee.io/login/your-slug

Company Domain *

Industry *

Country *

Company Size

Website

Estimated Platform Users

Anything else about your organisation setup?

2

Primary Contact

Who should we set up as the first Org Admin?

First Name *

Last Name *

Work Email *

Phone

Job Title *

Additional contacts or stakeholders we should know about?

3

Regulatory Environment

Which compliance frameworks apply to your organisation?

Primary Regulator

Next Audit Date

Any specific compliance challenges, upcoming audits, or regulatory concerns?

4

Identity & Access Environment

Your current identity infrastructure

IDENTITY PROVIDERS (select all that apply)

Microsoft Entra ID Active Directory (on-prem) Okta Ping Identity Google Workspace Other

Total Identities (approx)

External / Non-Employee Count

Service Accounts / NHIs

IAM / IGA TOOLS

SailPoint IIQ/IDN CyberArk PAM Saviynt One Identity None / Manual Other

Any identity challenges, migration plans, or legacy systems we should know about?

5

Cloud & Infrastructure

Where your workloads and data live

Endpoint Security

SIEM / Log Management

Any infrastructure constraints, data residency requirements, or migration plans?

6

AI & Agent Landscape

Your AI adoption and governance maturity

AI TOOLS IN USE (select all)

ChatGPT / OpenAI Microsoft Copilot Claude / Anthropic Google Gemini GitHub Copilot Custom / in-house AI MCP Servers None yet Don't know (shadow AI)

AI Governance Maturity

Estimated AI Agents / Bots

Any AI-related incidents, concerns, or governance priorities?

7

Product Interest & Pain Points

What are you trying to solve?

WHICH PILLARS ARE YOU INTERESTED IN?

Comply — Compliance & GRC Identity — Identity Governance TrustLens — AI Governance Privacy — DPIA, DSAR, Consent Resilience — Recovery & BCP Full Suite — All 5 pillars

What's your biggest compliance or security challenge right now?

Timeline

How did you hear about us?

Anything else that would help us configure your tenant?