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How to set up a Rotate Account as an Organization Admin

account managementDuration2 min

How to Set Up a Rotate Account as an Organization Admin

This guide outlines the recommended steps to properly set up your Rotate account, covering all available configuration options. As an organization admin, you are responsible for defining security settings and managing account configurations, including adding team members and integrating Rotate with your existing infrastructure.

1. Log in to Your Rotate Admin Account​

Navigate to the Rotate login page and sign in using your credentials.

Depending on your organization's needs, you can choose between a basic setup or a fully customized configuration. The following sections outline the key areas you should consider:

2. Complete Onboarding to the Security Platform​

  • Follow the onboarding steps to provide organization details.
  • Review and customize default security settings as needed.

3. Manage User Access and Roles​

  • Add team members and define user roles (e.g., Admin, Security Analyst, IT Support).
  • Navigate to Rotate settings → User Management to invite new users or modify existing permissions.
  • Click “Invite User”.
  • Fill in the user’s email address and assign as “Admin/User”.
  • Assign appropriate roles:
    • Admin: Has full access to manage, modify, and configure all settings.
    • User: Has limited access, can view data only.
  • Once you click “Send,” the user will receive an invitation to the platform via email.

4. Integrate Rotate with Other Applications​

  • Navigate to Rotate settings → Integrations to explore supported third-party applications.
  • Connect integrations such as:
    • Slack for real-time security notifications.
    • Okta for identity and access management.

5. Review and Finalize Your Setup​

Before completing the setup, ensure that:

✅ All critical assets are registered and actively monitored.

✅ User roles and permissions are correctly assigned.

✅ Security policies align with your organization's compliance requirements.

✅ Third-party integrations (e.g., Slack, Okta) are configured and functioning properly.

Once these steps are completed, your Rotate account will be fully configured for security monitoring and management.

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