Onboarding

Activation checklist

5 min

A short list to confirm the workspace is ready for day-to-day use during or after trial.

Why it matters

Catching gaps early prevents “no tables” and empty Semantic pickers later.

How to use

  1. Workspace setup completed and you can open the app.
  2. At least one connector or shared warehouse is available.
  3. Catalog refresh has been applied recently.
  4. Table access includes what analysts need.
  5. At least one model is published (recommended).
  6. Someone can open Ask Oma or a dashboard successfully.

Success check: Editors and viewers can work without setup blockers.