Onboarding checklist

Activate, provision, grant access, and configure Cortex XSOAR 8 SaaS.

We recommend that you review the following steps to successfully deploy and onboard Cortex XSOAR 8 SaaS:

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