> For the complete documentation index, see [llms.txt](https://cortex-docs.paloaltonetworks.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cortex-docs.paloaltonetworks.com/cortex-xsoar-8-saas/onboard-cortex-xsoar/deployment-steps/onboarding-checklist.md).

# Onboarding checklist

We recommend that you review the following steps to successfully deploy and onboard Cortex XSOAR:

| Step                                          | Details                                                                                                                                                                                                               | See More                                                                                                         |
| --------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------- |
| Step 1: Activate Cortex XSOAR                 | <ul><li>Activate Cortex XSOAR in Cortex Gateway</li><li>Enable access to Palo Alto Networks resources</li><li>(Multi-tenant only) After activating the main tenant, create child tenants in Cortex Gateway.</li></ul> | [See topic](/cortex-xsoar-8-saas/onboard-cortex-xsoar/deployment-steps/step-1-activate-cortex-xsoar.md)          |
| Step 2: Set up an engine (optional)           | Use an engine for load balancing and proxies                                                                                                                                                                          | [See topic](/cortex-xsoar-8-saas/onboard-cortex-xsoar/deployment-steps/step-2.-set-up-an-engine.md)              |
| Step 3. Set up a remote repository (optional) | Set up a dev/prod environment using an in-built or private remote repository                                                                                                                                          | [See topic](/cortex-xsoar-8-saas/onboard-cortex-xsoar/deployment-steps/step-3.-set-up-a-remote-repository.md)    |
| Step 4: Set up users and roles                | Set up users, roles, user groups, and user authentication.                                                                                                                                                            | [See topic](/cortex-xsoar-8-saas/onboard-cortex-xsoar/deployment-steps/step-4.-set-up-users-and-roles.md)        |
| Step 5: Install and configure content         | Install content packs and configure integrations for your use cases                                                                                                                                                   | [See topic](/cortex-xsoar-8-saas/onboard-cortex-xsoar/deployment-steps/step-5.-install-and-configure-content.md) |
| Post-deployment                               | Configure user notifications and customize system emails. Configure security settings and system settings.                                                                                                            | [See topic](/cortex-xsoar-8-saas/onboard-cortex-xsoar/post-deployment.md)                                        |


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