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Step-by-step guides for running your Zonitix instance. The first day and the help pages come first, then the pages every employee and every manager uses, then one group for each job: HR’s groups together, then IT’s, then compliance, finance and the upkeep of the instance. Each guide tells you what you need first, which screen to open, what to click, and what you should see when it worked.

This is the one page that puts the tasks in order. On a new instance, do these five on your first day, in the order shown: sign in, set up backups, check MFA, set up email, add your admins. Backups come second because a new instance stays locked until a first backup has reached storage your company owns and been verified there: after you sign in, only the screens needed to finish open. The three tasks after it are on screens that stay open, so do them while you wait for the storage. Email comes before the admins because the invitations you send them go out by email. Then follow Your first week below. After that, go to the group for the job in hand, or to your card under Start by role.

  1. First sign-in on a new instance (administrator). Normally done by: you, the person who received the setup email.
  2. Set up backups. Normally done by: IT, or whoever helps you with IT. With no IT person, start with Hand the technical setup to whoever helps you with IT. Steps 1 to 9 unlock Zonitix; steps 10 to 12 then have 14 days, and need the administrators you add in the last task.
  3. Check and adjust MFA. Normally done by: you, as the administrator.
  4. Set up email. Normally done by: you, with four details from whoever looks after your company’s email (Hand the technical setup to whoever helps you with IT lists them).
  5. Add your admins. Normally done by: you, as the administrator.

An instance that was already in use when backups became a requirement is not locked on the day: it shows a banner with a date 30 days ahead instead. Set up backups covers both cases. How updates get installed was chosen on the wizard’s Updates step during the first sign-in; Apply updates shows how to check or change it.

Stuck? Open When something goes wrong. Met a word you do not know? It is in Glossary: words used in these docs, by letter: A B C D E F G H I J K L M O P Q R S T U V W Z . Need a person? See Contact Zonitix support.

Inside the app, press Cmd+K on a Mac or Ctrl+K elsewhere, or click the search box in the top bar, to search pages, actions and people and jump straight there. New to the screen? See Find your way around Zonitix.

Reviewing Zonitix for security, or writing code against it? Skip the guides and go to the Reference Overview, which says what each technical section answers and gives a reading order; there is more under For developers at the foot of this page.

Your first week

After the first day, work through the setup card. Administrators see it on the dashboard, which opens once the first backup is verified, titled Get Zonitix set up: it lists the seven steps below, and Zonitix ticks each one by itself when it is done. The guide for each step, in the card’s order, with who normally does it:

  1. Connect your directory: Connect Okta, Entra or Google. Normally done by: IT, or whoever helps you with IT. Skip it if your company has no directory or identity provider.
  2. Set up single sign-on: Turn on single sign-on. Normally done by: IT, or whoever helps you with IT. Skip it if your company has no directory or identity provider.
  3. Add your team: Add users. Normally done by: an administrator or HR.
  4. Enroll a device: Enroll a device. Normally done by: IT, or whoever helps you with IT. If you do not look after your company’s computers yourself, do it together with the person who does.
  5. Run your first onboarding: Onboard your first hire. Normally done by: HR, with IT for the accounts and the computer.
  6. Configure off-box backups: Set up backups. Normally done by: IT, or whoever helps you with IT. With no IT person, start with Hand the technical setup to whoever helps you with IT. On a new instance you began this on your first day, because Zonitix stays locked until the first backup is verified; what is left is to share out both recovery keys, within 14 days of that backup.
  7. Configure email (SMTP): Set up email. Normally done by: you, with four details from whoever looks after your company’s email (Hand the technical setup to whoever helps you with IT lists them). Already done if you followed Your first day.

If your company has no directory or identity provider, leave the first two steps: people then sign in with a Zonitix password. You can hide the card with its cross at any time. A guide labelled IT administrator says under Before you start what it assumes and who to do it with.

Start by role

Open the card that describes you. Each one lists the pages for that job, in the order of the groups further down.

Your first day

Getting help

For every employee

For managers and approvers

People

Hiring

Joiners and leavers

HR records, time off and reviews

Training and policies

Sign-in, access and directories

Security

Devices

Compliance and reports

Finance

Running your instance

For developers

Most guides need no technical background; the ones that do carry an IT administrator label and say in their first line who to hand them to. If you are writing a script or connecting another system to Zonitix, start at the API reference. How each part works underneath is in the reference sections further down the sidebar; the Reference Overview maps them.

Your instance also serves an OpenAPI 3.1 description of part of its API, a saved file shipped with the release it runs, at https://<your-instance>.zonitix.com/api/docs. The page is public and carries none of your data; each endpoint it lists still enforces its own authentication.

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First sign-in on a new instance (administrator)