Onboarding a new account

Suggested workflow to onboard a new account within Adalysis

When linking a new account to Adalysis, it's likely you'll want to customize its settings.

Automatically apply your preferred settings

The easiest way to customize new accounts is the global settings template. All the settings you save in the template will appear automatically in the newly linked account without any further steps. These settings include:

• Performance monitors

• Modified prebuilt alerts (and automatic actions)

• Disabled prebuilt alerts

Manually copy your preferred settings

Don't have a global template yet? You can also apply your settings to the new account as follows:

Performance monitors: To copy a monitor from an existing account to the new one, simply use the copy option available in all existing monitors.

Prebuilt alerts: To copy the settings of a prebuilt alert in an existing account, navigate to that account setting and simply click on the Save changes button again. You can then see copy the setting to the new account: