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Security & Compliance

Lynx Compliance - Setup Wizard / Onboarding

In-app onboarding wizard. 16-step checklist that walks new users from "I just installed this" to "ready for ISO 27001 Stage 1 + SOC 2 Type II observation period started", with auto-detected step status.

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lynx_compliance_onboarding · v19.0.1.4.0 · Premium

What this solves

Lynx Compliance - Setup Wizard

A kanban onboarding wizard that walks new tenants from "I just installed this" to "ready for ISO 27001 Stage 1 and SOC 2 observation period started" - with auto-detected step status and one-click jumps to the right menu.

Compliance suites are notoriously hard to start. There are 30+ policies, controls, scopes, profiles, connectors, and CISO assignments to configure before the system is useful. This module ships a kanban of sixteen onboarding steps grouped by timeline (Day 0, Week 1, Week 2, beyond), each with auto-detected completion state and a one-click launch button to the menu where the work happens.

Key Features

  • Sixteen onboarding steps - covering CISO assignment, scope creation, framework selection, policy activation, control assessment, evidence connector setup, auditor portal setup, and Type II observation kick-off.

  • Auto-detected status - each step queries the relevant model on display (CISO user set, ISO scope created, Patrii connector configured) so the kanban refreshes without manual ticking.

  • One-click launch - the action button opens the exact menu / form the step needs.

  • Progress hints - per-step hints like "8 of 30 policies activated" so the team sees partial progress.

  • Timeline grouping - kanban columns group steps by Day 0, Week 1, Week 2 to set realistic expectations.

  • First-screen placement - sequence=1 under the Compliance menu so new users land here before exploring.

Auto-Installation

Installs automatically when the core compliance suite is present. Bridges the per-module setup screens into one onboarding kanban so new tenants follow a single guided flow instead of hunting menus.

Integrates With

  • lynx_compliance and every lynx_compliance_* module the wizard launches.

Depends on

lynx_compliance_evidence_collectors lynx_base lynx_compliance_govern lynx_compliance_soc2 lynx_compliance_connectors lynx_compliance_auditor_portal lynx_compliance_trust_portal lynx_compliance lynx_compliance_certification web base lynx_license_enforcer

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