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The onboarding wizard

A step-by-step walkthrough of the twelve-step Vigilis setup wizard, from company details and document upload to the Letter of Agency and inviting your team.

Last updated July 20, 2026

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

  1. Welcome. A short introduction. You can also review an optional NDA here if offered.
  2. Company. Your legal company name, billing address, tax ID, and billing contact.
  3. Path. Choose how you’ll get your existing services into Vigilis: upload an invoice, upload a contract/quote, or provide an export.
  4. Documents. Upload the file(s) from the path you chose.
  5. Review. Vigilis reads the document(s) and proposes a list of services it found. You confirm or fix anything it wasn’t sure about.
  6. Contacts. Add your carrier account contacts and a billing contact.
  7. 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).
  8. 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.
  9. Invoices. Set up how future invoices will reach Vigilis (forwarding address or manual upload). See How invoices arrive.
  10. Team. Invite your colleagues. You can skip this and do it later.
  11. Book a call. Only shown if your company is on a provider-managed plan. Schedules a kickoff call.
  12. 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.

Still stuck?

If your Vigilis account is managed by an IT or telecom provider, they can resolve account and plan questions fastest. You can also reach us directly.

Contact support