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Getting started

This articles outlines the customer onboarding and platform setup process for you to get started with Zive.

Updated over a month ago

Currently, setting up Zive for your company is partly a manual process that our Customer Success team will actively support you with.

The following steps are required to roll out Zive to your team or company:

  1. Platform provisioning

  2. General configuration

  3. User provisioning / SSO

  4. Configuring data sources

  5. User onboarding

1. Platform provisioning

The first step to getting started with Zive is to get your platform up and running. In order to do that our team will ask you which domain or subdomain your Zive platform should run on. This can be one of your own domains (e.g. https://search.yourcompany.com) or one of our domains (e.g. https://yourcompany.zive.app).

2. General configuration

Once your Zive platform is up and running our team will provide you with your initial admin login. Once signed in you'll be able to conduct some general platform configuration.

3. User provisioning / SSO

The next step is to connect your company's identity provider in order to allow your users to sign in to Zive via Single-Sign-On. Our Customer Success team will assist you with the SSO setup and configuration.

You can find a complete list of all supported identity providers (IDP) and authentication protocols here.

4. Configuring data sources

Zive comes with a broad range of different data connectors for all common business apps. These data connectors can be configured directly in Zive's admin interface. Click here to get a detailed guide.

5. User onboarding

The final step is to invite your users to Zive and to promote Zive as your company's new search and knowledge platform. Please don't underestimate this step. This should be more than just sharing the platform URL with your teams. From experience, it takes quite an effort to convince users to try out something new and to get used to a new way of working. Therefore, we highly recommend coming up with a multi-week internal promotion and training plan. We have templates for this, so please feel free to reach out to our Customer Success team for advice.

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