If your company signed up for Vigilis directly (rather than being invited by an existing customer relationship), the first admin walks through a guided setup wizard at /onboarding before reaching the regular dashboard.
The steps, in order
- Welcome. A short introduction. You can also review an optional NDA here if offered.
- Company. Your legal company name, billing address, tax ID, and billing contact.
- Path. Choose how you’ll get your existing services into Vigilis: upload an invoice, upload a contract/quote, or provide an export.
- Documents. Upload the file(s) from the path you chose.
- Review. Vigilis reads the document(s) and proposes a list of services it found. You confirm or fix anything it wasn’t sure about.
- Contacts. Add your carrier account contacts and a billing contact.
- Authorize (Letter of Agency). Sign a Letter of Agency (LOA) authorizing your provider to act on your behalf with your carriers, by typing your name (rendered as a signature).
- Carrier email. A ready-to-send email, with your signed LOA attached, that redirects your carrier invoices and correspondence to your provider. You review and send it.
- Invoices. Set up how future invoices will reach Vigilis (forwarding address or manual upload). See How invoices arrive.
- Team. Invite your colleagues. You can skip this and do it later.
- Book a call. Only shown if your company is on a provider-managed plan. Schedules a kickoff call.
- Finish. Activates your dashboard.
You can’t skip ahead of an incomplete required step, but a persistent Get help button is available throughout the wizard. It opens a support ticket with your provider and never blocks your progress.
If you don’t see the wizard
If your organization was set up by your provider directly (a partner-referred or invited company), you may skip this wizard entirely and land straight on your dashboard after accepting your invite.
Getting help in-app
Wherever you are in Vigilis, look for:
- A Get help button (during onboarding) or a Feedback button (in the main app top bar) to reach your provider directly.
- The keyboard-shortcuts help icon in the top bar, which lists shortcuts like the global search hotkey.
Once you’re through setup, Navigating Vigilis covers the top bar and sidebar.
Common questions
Do I have to complete the onboarding wizard?
Only if your company signed up for Vigilis directly. If your organization was set up by your provider (a partner-referred or invited company), you may skip the wizard entirely and land straight on your dashboard after accepting your invite.
Can I skip a step I’m not ready for?
You can’t skip ahead of an incomplete required step. Some steps, like inviting your team, are optional and can be done later.
What if I get stuck during setup?
A persistent Get help button is available throughout the wizard. It opens a support ticket with your provider and never blocks your progress.