> For the complete documentation index, see [llms.txt](https://nationgraph.gitbook.io/nationgraph/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://nationgraph.gitbook.io/nationgraph/help-center/readme/onboarding.md).

# Onboarding

Follow the NationGraph Setup Guide from license approval to team rollout.

{% hint style="info" %}
**Welcome to NationGraph**

Use this onboarding section as your guided **Setup Guide** walkthrough.

You can pin the **Setup Guide** from the left-hand sidebar while you work.
{% endhint %}

NationGraph setup is role-aware.

It should reflect your company, your territory, and the products you actually sell.

This walkthrough follows the real setup flow in two parts.

***

### Watch the walkthroughs

**Part 1** covers account creation and settings.

Click here to watch [Part 1](https://screen.studio/share/G9lKPJn9).

{% embed url="<https://screen.studio/share/G9lKPJn9>" %}
Part 1 — Getting set up
{% endembed %}

**Part 2** covers the rest of the setup guide.

Click here to watch [Part 2](https://screen.studio/share/HKfmtUDT).

{% embed url="<https://screen.studio/share/HKfmtUDT>" %}
Part 2 — Completing the setup guide
{% endembed %}

***

### Setup sequence

Follow these steps in order:

1. [**Create your account & sign in**](/nationgraph/help-center/readme/onboarding/create-your-account-and-sign-in.md) — create your login, verify your account, and set up SSO.
2. [**Set your business context (Company Document)**](/nationgraph/help-center/readme/onboarding/set-your-business-context-company-document.md) — upload the documents NationGraph uses as your company brain document.
3. [**Connect your integrations**](/nationgraph/help-center/readme/onboarding/connect-your-integrations.md) — connect HubSpot, Salesforce, Zapier, Slack, or both CRMs.
4. [**Connect your CRM & import companies**](/nationgraph/help-center/readme/onboarding/connect-your-crm-and-import-companies.md) — fetch companies, configure fields, and isolate your SLED accounts.
5. [**Build your territory map**](/nationgraph/help-center/readme/onboarding/build-your-territory-map.md) — choose the institution types and states you want NationGraph to monitor.
6. [**Set up your signal templates**](/nationgraph/help-center/readme/onboarding/set-up-your-signal-templates.md) — create the templates that drive your signal feed.
7. [**Create your first automation**](/nationgraph/help-center/readme/onboarding/create-your-first-automation.md) — turn your first signals into ranked opportunities.
8. [**Invite your team**](/nationgraph/help-center/readme/onboarding/invite-your-team.md) — bring in teammates and confirm everyone is fully set up.
9. [**Super User Access**](/nationgraph/help-center/readme/onboarding/super-user-access.md) — admins can impersonate teammates, review setup, and reset passwords from **Settings → Members**.

***

{% hint style="warning" %}
Signals and automations do not always populate instantly.

New signal coverage can take up to **24 hours** to fully load.
{% endhint %}

### What happens next

After onboarding, start with the [**guide for your role**](/nationgraph/help-center/readme/guides-by-role.md), then move into daily workflows with [**Signals Overview**](/nationgraph/help-center/readme/signals-overview.md), [**Automations Overview**](/nationgraph/help-center/readme/automations-overview.md), and [**Integration Overview**](/nationgraph/help-center/readme/integration-overview.md).


---

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