> For the complete documentation index, see [llms.txt](https://docs.expel.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.expel.io/workbench-setup/get-started.md).

# Get Started

The order presented below is a suggested, but not strict order. Addressing these items is critical to considering your onboarding complete.

{% hint style="info" icon="user-crown" %}
Indicates an [Organization Admin ](/workbench-setup/get-started/add-and-manage-users/user-role-rights.md)user must complete the step.
{% endhint %}

{% stepper %}
{% step %}

### [Activate Your Workbench Account](/workbench-setup/get-started/activate-your-workbench-account.md)

Set up your account and log in!
{% endstep %}

{% step %}

### <i class="fa-user-crown" style="color:$info;">:user-crown:</i> [Add and Manage Users](/workbench-setup/get-started/add-and-manage-users.md)&#x20;

Invite others at your organization to Workbench, manage roles, lock or delete users, and more.
{% endstep %}

{% step %}

### [Manage Your Profile and User Account Settings](/workbench-setup/get-started/manage-your-profile-and-user-account-settings.md)

Reset your password, enable email notifications, toggle dark mode and more.
{% endstep %}

{% step %}

### <i class="fa-user-crown" style="color:$info;">:user-crown:</i> [Configure Your SSO Provider with Workbench](/workbench-setup/get-started/configure-your-sso-provider-with-workbench.md)

Allow Workbench users in your organization to log in via SSO.
{% endstep %}

{% step %}

### [Set Up Notifications](/workbench-setup/get-started/set-up-notifications.md)

Configure notifications to receive communication about your environment.&#x20;

{% hint style="info" %}
The ability to configure notifications depends on user role and notification type.
{% endhint %}
{% endstep %}

{% step %}

### <i class="fa-user-crown" style="color:$info;">:user-crown:</i> [Add and Manage Org Context](/workbench-setup/get-started/add-and-manage-org-context.md)

Add additional reference information so that our SOC analysts can act more efficiently during an incident.
{% endstep %}

{% step %}

### <i class="fa-user-crown" style="color:$info;">:user-crown:</i> [Connect Your Technologies](/workbench-setup/get-started/connect-your-technologies.md)

Start integrating your tech with Expel Workbench.
{% endstep %}

{% step %}

### <i class="fa-user-crown" style="color:$info;">:user-crown:</i> [Enable Auto Remediations](/workbench-setup/get-started/enable-auto-remediations.md)

Familiarize yourself with which remediation actions can be automated and begin setup.
{% endstep %}

{% step %}

### [Learn More about Workbench](/workbench-setup/get-started/learn-more-about-workbench.md)

You're off to a great start! Dive deeper into what Workbench has to offer.
{% endstep %}
{% endstepper %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.expel.io/workbench-setup/get-started.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
