Getting Started Guide
A quick guide to getting started with Gathid
1. Get Access
The first step is to get access to the Gathid system. Gathid can work with your existing identity authentication platform, such as Okta or Entra ID.
To set this up follow the appropriate SSO guide that can be found under the section: Setting up Access to Gathid.
SSO Entra ID - How to configure?
After gaining access you will then be able to load (feed) your data into Gathid.
2. Loading data into Gathid
There are a number of ways to do this which is covered under the "Planning: Determine Data Integration Options" section of the Knowledge Base.
The quickest way to get started is to upload files using the Gathid Upload portal. To do this, first get Access the Upload Portal and then Upload files to the Gathid Upload Portal.
3. Join your systems together within Gathid
Once data has been ingested into Gathid, you can then proceed with joining (mapping) this information together by creating Relationships
See the "Configuration: Add a New System in Gathid" section.
4. Create Reports
After your data is connected appropriately via their common and unique attributes, create Reports to obtain valuable insights into your system data.
5. Dashboards
Use Dashboards to consolidate information from multiple reports. Use these to track your progression with Data Cleansing reports.
6. Run Audits under a Campaign
Create Audits and UARs to validate access.
NEXT UP
Click on any of the links in the steps above to go directly to the relevant section.
Continue with Getting started: Setting up Access to Gathid.
Jump straight into New System Onboarding if you are looking to load more systems.