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This guide walks you through the essential setup steps so you can start using Regentra immediately. By the end, you will have an active compliance framework, a support ticket, and your team invited.
1

Register your organization

Go to app.regentra.io and click Get Started.You will need to provide:
  • Organization name — your MSP or company name
  • Industry — healthcare, finance, government, or general
  • Admin details — name, email, and password for the first admin account
Your organization is created as an isolated tenant. All data, controls, and configurations are scoped to your org.
2

Complete the onboarding wizard

After registration, the onboarding wizard guides you through initial setup.Choose which modules to activate:
  • Compliance only — if you are focused on framework management and audit readiness
  • PSA only — if you need ticketing, SLAs, and service operations
  • Both — the full platform experience (recommended for most MSPs)
The wizard also prompts you to set your timezone, business hours, and basic branding.
3

Adopt your first compliance framework

Navigate to the Frameworks page from the sidebar.
  1. Browse the available frameworks (HIPAA, SOC 2, NIST CSF, ISO 27001, CMMC, PCI-DSS, GDPR, FTC Safeguards)
  2. Click Adopt on the framework your client needs
  3. Regentra seeds the full control set for that framework into your organization
  4. The compliance dashboard populates with your gap analysis and control status breakdown
Start with the framework most relevant to your largest client. You can adopt additional frameworks at any time — the Common Control Framework maps overlapping controls automatically.
4

Create your first support ticket

Switch to the PSA module and navigate to Tickets → New Ticket.Fill in the basics:
  • Subject — a short description of the issue
  • Priority — Low, Medium, High, or Critical
  • Assignee — assign to yourself or leave unassigned for now
  • Description — details about the request or incident
Submit the ticket to see it appear in your queue with SLA timers active.
5

Invite your team

Go to Settings → Team → Invite.Enter email addresses and assign roles:
  • ADMIN — full access to all modules and settings
  • COMPLIANCE_OFFICER — manages frameworks, controls, and evidence
  • MSP_TECHNICIAN — handles tickets and service operations
  • EMPLOYEE — limited access for policy acknowledgment and basic tasks
Invited users receive an email with a link to set their password and join your organization.
6

Connect an integration

Go to Settings → Integrations and connect your first external service.Microsoft Entra ID — sync your user directory, pull MFA status, and collect identity-related evidence automatically.Level.io — import device inventory, patch status, and endpoint compliance signals from your RMM.Follow the guided setup for each integration. Most connections take under two minutes to configure.
Integration credentials are encrypted at rest and scoped to your organization. Only admins can configure integrations.

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What to Do Next

Learn Core Concepts

Understand tenants, the Common Control Framework, and how Regentra structures compliance data.

Explore the Compliance Module

Dive into frameworks, controls, policies, and evidence collection.

Set Up SLA Policies

Configure response and resolution time targets for your service desk.

Configure the Customer Portal

Set up branded ticket submission and live chat for your clients.