> ## Documentation Index
> Fetch the complete documentation index at: https://docs.regentra.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart — Your First 10 Minutes

> Go from zero to managing compliance and service tickets in under 10 minutes.

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.

<Steps>
  <Step title="Register your organization">
    Go to [app.regentra.io](https://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

    <Note>
      Your organization is created as an isolated tenant. All data, controls, and configurations are scoped to your org.
    </Note>
  </Step>

  <Step title="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 then asks you to confirm your **timezone** — this affects SLA business hours, report date ranges, and dashboard timestamps. Your browser's detected timezone is suggested as the default. Other org-level preferences (business hours, branding, custom CSS) are configured later from **Settings**.
  </Step>

  <Step title="Adopt your first compliance framework">
    Navigate to the **Frameworks** page from the sidebar.

    1. Browse the available frameworks (HIPAA 2026, SOC 2, NIST CSF, ISO 27001, CMMC Level 1, CMMC Level 2, 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

    <Tip>
      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.
    </Tip>
  </Step>

  <Step title="Create your first support ticket">
    Switch to the **PSA** module and click **Tickets** in the sidebar, then **New Ticket**.

    Fill in the form:

    * **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.
  </Step>

  <Step title="Invite your team">
    Go to **Settings → Team Members** and click **Invite Member**.

    Enter an email address and assign one of ten 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** — does compliance work but cannot approve (the EMPLOYEE role)
    * **MSP Technician** — handles tickets and service-desk operations
    * **Read Only** — view-only access for auditors or executives

    See [Concepts → Roles](/concepts#roles) for the full list, including the privacy- and security-focused approver roles and the MSP-tier admin roles.

    <Info>
      Invited users receive an email with a link to set their password and join your organization.
    </Info>
  </Step>

  <Step title="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.

    <Warning>
      Integration credentials are encrypted at rest and scoped to your organization. Only admins can configure integrations.
    </Warning>
  </Step>
</Steps>

## What to Do Next

<CardGroup cols={2}>
  <Card title="Learn Core Concepts" icon="lightbulb" href="/concepts">
    Understand tenants, the Common Control Framework, and how Regentra structures compliance data.
  </Card>

  <Card title="Explore the Compliance Module" icon="shield-check" href="/compliance/overview">
    Dive into frameworks, controls, policies, and evidence collection.
  </Card>

  <Card title="Set Up SLA Policies" icon="clock" href="/psa/sla-policies">
    Configure response and resolution time targets for your service desk.
  </Card>

  <Card title="Configure the Customer Portal" icon="browser" href="/psa/portal">
    Set up branded ticket submission and live chat for your clients.
  </Card>
</CardGroup>