> For the complete documentation index, see [llms.txt](https://docs.docontrol.io/docontrol-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docontrol.io/docontrol-user-guide/getting-started/quick-start/set-up-docontrol-basics.md).

# Set up DoControl basics

Before you get the maximum value from DoControl across your SaaS platform, you need to complete these quick setup steps.

{% hint style="success" %}
Tip: For viewing, we recommend using a Google Chrome browser. 

Screens larger than 13" (1366 pixel wide) are best suited for using DoControl.
{% endhint %}

<figure><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FVvyYTNXCpFuWfOMixnMr%2FSet%20up%20DC%20basics.png?alt=media&amp;token=29abe079-124d-45da-bb32-87d7ea3c83ca" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
When connecting to DoControl through a VPN, a split tunnel is needed. If you don't have a split VPN tunnel, you'll get a blank page.

To solve this issue, send DoControl your WAN IP range and we'll enable your connection.
{% endhint %}

## Create first account

You first need to create an initial account for your organization. After you create the account and set up single sign-on, DoControl users can login to DoControl using either:

* User name credentials with password
* Google or Okta single sign-on (SSO) without password

#### To create your organization's first account in DoControl:

1. After DoControl support has opened your organization's instance, go to <https://app.docontrol.io/login> and click **Sign up**.
2. In the Create your account form, enter your company name, user name, and password.&#x20;
3. Enter the same email address you gave DoControl; it must contain your company domain.<br>

   <div align="left"><figure><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FoX1GL3V7I0x1XkRsGrjS%2Fcreate%20account.png?alt=media&amp;token=e622f2f5-19b5-4c34-a220-2f1adbe3ae47" alt=""><figcaption></figcaption></figure></div>
4. Click **Sign up**.&#x20;
5. Check your inbox for a verification email, and click the link in your email.
6. Login to DoControl with your user name and password.
7. Continue to the next optional stage to [set up single sign on (SSO)](#set-up-single-sign-on-sso).

{% hint style="info" %}
DoControl session time before logout is 24 hrs. After that, you’ll be asked to authenticate your user credentials in any of these scenarios:&#x20;

* There was no user activity.
* An admin user changed the user's permission or deleted a user (forcing the user to log out).
  {% endhint %}

## Set up single sign on (SSO)

Depending on your company's security policy, you can optionally set up and enforce single sign-on (SSO) for Okta.&#x20;

1. See [Set up Okta single sign-on](/docontrol-user-guide/system-management/settings/single-sign-on-sso/okta-sso.md) for detailed instructions on how to:
   * Connect DoControl to Okta
   * Set up Okta&#x20;

<div align="left"><figure><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2F6tPqZ3gEM63ZUDr34O7h%2FOkta%20login.png?alt=media&amp;token=3a359b45-f3a6-4ae6-be67-cd2d505f0704" alt=""><figcaption></figcaption></figure></div>

2. Continue to the next stage to [add team members](#add-team-members).

## Add team members

You can add up to 100 team members from your company domain only.&#x20;

<figure><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FEEtINFXd9vb4ldbZDgkL%2Fadd%20team%20member.png?alt=media&amp;token=d302921d-733e-4477-a3d0-1e5e063dce14" alt=""><figcaption></figcaption></figure>

1. From the DoControl side menu, click **Settings** > **Admin** > **Team.**
2. From the top left corner, click **Add team member**.
3. Enter the team member's details, and click **Save**. The new member is now added to the DoControl team.&#x20;
4. DoControl users can login to DoControl using either:
   * User name credentials and password
   * Single sign-on (SSO) without password
5. Continue to the next stage to [integrate SaaS apps](#integrate-saas-apps-with-docontrol).

## Integrate SaaS apps with DoControl

For each SaaS application that your organization works with, you need to integrate it with DoControl. A simple and secure OAuth 2.0 flow displays all permission scopes required in order to enforce secure predefined workflows.

{% hint style="warning" %}
To integrate your organization's SaaS apps with DoControl, you must have **admin** credentials. For the list of integrated apps, and the minimum plan required to integrate each app with DoControl, see [supported SaaS apps](/docontrol-user-guide/getting-started/overview/supported-saas-applications.md).
{% endhint %}

#### To integrate SaaS apps with DoControl:

1. From the DoControl side menu, click **Integrations**. All SaaS apps that DoControl supports are displayed.
2. For each relevant SaaS app, click **Connect** and follow the instructions. Once the app is connected, a green checkmark <img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MesrnyDMZGYg1V-tOBo%2F-MfWLdlwcb90Hp-ZRdm_%2F-MfWLvxOmJa_jI0zJ4HP%2Fi1.png?alt=media&amp;token=3fad2c29-32e8-4091-a937-64287f3eba65" alt="" data-size="line"> appears.
3. Continue to the next stage to [onboard DoControl](/docontrol-user-guide/getting-started/quick-start/onboard-docontrol.md).

{% hint style="success" %}
Tip: For each SaaS app that you successfully integrate with DoControl, you'll receive an email success notification.
{% endhint %}


---

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