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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
  • Industry — choose the closest match from a list covering Healthcare/Life Sciences, Financial Services/Fintech, Technology/SaaS, Government/Defense Contractor, Education, Retail/Ecommerce, Manufacturing/Industrial, Professional Services, and Other
  • Admin details — first name, last name, email, and a password (12 characters minimum; Regentra also screens passwords against known data breaches and rejects a match)
  • Agreement to the Terms of Service and Privacy Policy — a required checkbox
Your organization is created as an isolated tenant. All data, controls, and configurations are scoped to your org. Every new organization starts with a 14-day trial.
2

Complete the onboarding wizard

After registration, the onboarding wizard guides you through initial setup.First, confirm your timezone — this affects SLA business hours, report date ranges, and dashboard timestamps. Your browser’s detected timezone is suggested as the default.Then it asks how you’ll use Regentra:
  • My own organization — routes you straight into the Compliance module. There’s no separate module picker at this step; a solo/individual org is compliance-focused by design.
  • I manage clients — the MSP path. You’ll then choose what you’re looking to test: PSA / Service Desk or Both PSA + Compliance. (An MSP that wants Compliance without PSA can pick Both and simply not use the PSA module, or add PSA later.) MSPs are also asked to create their first client during this flow, with the option to skip and do it later.
Other org-level preferences (business hours, branding, custom CSS) are configured later from Settings.
3

Adopt your first compliance framework

Navigate to the Frameworks page from the sidebar.
  1. Browse the available frameworks (HIPAA 2026, NIST CSF 2.0, SOC 2, ISO 27001, CMMC Level 1, CMMC Level 2, PCI DSS, GDPR, FTC Safeguards, SEC Regulation S-P, and FINRA)
  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 click Tickets in the sidebar, then New Ticket.Fill in the form:
  • Company (required) — pick an existing company or create a new one inline from the same dropdown
  • Contact Name (required) — the end user requesting support
  • Contact Email (required) — used for status notifications
  • Title (required) — short summary of the issue
  • Description (required) — details about the request or incident
  • Priority — Low, Medium, High, or Critical (defaults to Medium)
  • Category — optional free-text label (e.g., “Billing”, “Network”, “Access”)
  • Assign To — assign to yourself or leave Unassigned for the queue
Submit the ticket to see it appear in your queue with SLA timers active.
5

Invite your team

Go to Settings → Team Members and click Add Member.Enter a full name and email address, and assign one of nine assignable roles. The most common starting roles are:
  • Admin — full access to all modules and settings
  • Approver — reviews and approves policies, controls, and assessments (the COMPLIANCE_OFFICER role)
  • Analyst — view-only access to compliance data; can sign policy acknowledgment campaigns (the EMPLOYEE role)
  • MSP Technician — handles tickets and service-desk operations
  • Read Only — view-only access for auditors or executives
See Concepts → Roles for the full list, including the privacy- and security-focused approver roles and the MSP-tier admin roles.
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 compliance evidence automatically.Level.io — import device inventory and asset data into the PSA module 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.