Iris Setup Overview

The following guide will help you setup your Iris instance, and streamline the user process.

• Iris Login Page
• Integrations Overview
  • Integrations all users can setup
    • Google Drive
    • Chrome Extensions
  • Integrations you need an Admin to setup
    • Slack
    • Sharepoint
    • Salesforce
    • Drata
    • Vanta
    • Seismic
    • Highspot

Before you complete your first RFP or Security Questionnaire, the following will optimize your use of Iris

• Create tags
• Create groups
• Upload files to your knowledge map
• Add Iris to a Slack Channel

Using Iris after setup

• Make sure your document is ready for upload
• Guide to completing your first project in Iris

Need more support?

• Read the Iris Knowledge Base
• Message customer service