Getting Started
This guide is for new SecurePoint customers. Use it to move from onboarding to first-site go-live with clear implementation checkpoints.
Production Launch Checklist
- Confirm project kickoff roles: executive sponsor, implementation lead, security/compliance owner, and site operations contact.
- Create your production organization and verify admin access for each required team.
- Configure at least one pilot site and validate local time, host routing, and policy scope.
- Enable required check-in controls (photo, ID, NDA/safety prompts) based on your compliance program.
- Validate user access and SSO role mapping for admins, hosts, and compliance reviewers.
- Run pilot check-ins and confirm screening, adjudication, and audit records are generated as expected.
- Complete go-live readiness review with SecurePoint and document post-launch support contacts.
Sites and Locations
Site configuration controls local time behavior, host routing, and policy targeting. Create one site record per physical facility before enabling production check-ins.
Recommended validation
Confirm hosts and visitors created at one site do not appear in workflows scoped to unrelated organizations or sites.
Kiosk Check-In Flow
Configure field requirements and legal acceptance rules before deployment. Start with a pilot check-in path and verify document capture, photo capture, and screening behavior in a controlled environment.
Operational tip
Keep one fallback check-in station ready while you validate printing, scanner devices, and network-dependent services.
Client Go-Live Validation
Before your release date, complete this validation sequence with your internal team and SecurePoint implementation support:
- Run a launch-day walkthrough using real host users and sample visitor traffic.
- Verify screening decisions, escalation routing, and notification behavior for flagged cases.
- Confirm report exports and evidence package generation for your audit process.
- Capture final sign-off from operations, compliance, and IT before opening production check-in.
Store your sign-off notes and first-week support plan so operations and compliance stakeholders have one shared launch record.
Next: Configure Authentication
Continue with SSO setup and role-based access before enabling broad user onboarding.
Open Authentication Guide