Why this is important
When you onboard a new client, you need a clear picture of their environment — technology, operations, and compliance obligations. This is the foundation for everything that follows.
Login & create EM Tenant
Once you log into Environment manager, you’ll see the dashboard with onboarded clients displayed in tiles.
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To create a new client, click Create Client (top right). Watch this video to understand the steps better.
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The Create Client page displays 6 tabs at the top – Organization Information, Business Information, Compliance Requirements, IT Landscape, Infra and Security and Vendors. This is where all client data collection is done.
Refer to the glossary of terms for better understanding of terms.
There are buttons on each tab page to move to the next one. You can also navigate by clicking on the top tabs.