First-week playbook
A practical day-by-day plan for admins launching Atlas - from sign-in through first integration sync and executive readout.
Overview
This playbook assumes you are an admin setting up Atlas for a startup or small security team. Adjust timing if you are joining an org that already completed onboarding.
Viewers can follow along on read-only pages while admins complete write steps.
Day 1 - Foundation
Sign in and confirm admin role
Open atlas.datawall.net. If you are first in, you are admin. See Roles and access.
Invite core team
Add security, engineering, and compliance leads in Settings → Team Members. Give at least one backup admin.
Finish company profile
Complete step 1 of Onboarding - org name, industry, size.
Pick frameworks
Select active programs (SOC 2, ISO 27001, GDPR, etc.). Open Frameworks overview to see what each workspace includes.
Day 2 - Assessment
Run the CIS assessment
Work through all seven pillars in Assessment. Use Partial honestly - it improves roadmap accuracy.
Scan the radar
On Dashboard, note weakest pillars - usually Third-Party or Workforce for early-stage teams.
Day 3 - Execution
Triage Do now items
Open Roadmap → Do now. Assign owners and due dates in Tasks.
Attach first evidence
Upload a policy PDF or link to a ticket - closes onboarding step 5 and proves the workflow.
Ask vCISO
Use the floating advisor to explain top gaps in plain language for leadership.
Day 4 - Live data
Connect AWS or GCP
Follow Integrations. Start with the cloud account that holds production workloads.
Sync and verify
After sync, check Inventory, Security 360, and Vulnerabilities.
Connect GitHub or KiteCyber
Add codebase or endpoint coverage when ready - feeds AI Governance and endpoint inventory.
Day 5 - Report out
Executive View PDF
Open Executive View. Download the PDF for leadership or auditors.
Weekly rhythm
Schedule a 30-minute weekly review: score delta, Do now tasks, open HIGH findings, integration sync health.
Checklist summary
| Done | Item |
|---|---|
| ☐ | Team invited with correct roles |
| ☐ | Assessment submitted |
| ☐ | At least 3 Do now tasks owned |
| ☐ | One evidence item attached |
| ☐ | One cloud integration synced |
| ☐ | Executive PDF shared |
Detailed admin walkthrough: Setup security dashboard.