Workspace Setup

Onboarding

Guided setup for taking a new Athena workspace from invitation to launch.

Step 1

Create the workspace

Name the workspace, confirm the region, and choose default language and timezone.

Complete

Step 2

Add administrators, finance owners, support leads, and read-only stakeholders.

65%

Step 3

Connect billing, analytics, catalogue, and support data once access is approved.

20%

Organisation profile approved Admin roles assigned Billing contact verified Demo data replaced with production-safe content

Implementation review with Customer Success.