ProvenTenProvenTen

Enterprise rollout

A practical sequence for SSO, roles, import, CRM, and go-live with your ProvenTen team.

Enterprise onboarding is a rollout, not a weekend project. The goal is a workspace your security team can approve and your sellers will actually open. Your ProvenTen contact stays with you; these steps keep everyone honest about order.

Recommended order

  1. Kickoff: confirm workspace name, EU hosting expectations, and who the workspace admins are.
  2. SSO and MFA, then role mapping. See SSO and MFA and Users and roles.
  3. Import the first reference set with consent status attached — even if some rows are pending.
  4. Connect CRM and test matching on two or three live opportunities.
  5. Pilot with a small seller group, then follow the go-live checklist.

What ProvenTen handles vs. what you own

  • We help with configuration, import shape, and CRM field mapping.
  • You own identity (IdP), who is an admin, and the accuracy of advocate consent.
  • Legal documents (DPA, SLA, ISO, SOC 2) stay on Legal & policies. This Help Center covers how the product is used.

Related guides

  • Go-live checklist

    A last-pass list before you open ProvenTen to the whole revenue team.

  • SSO and MFA

    Sign in with SSO (single sign-on), require MFA (also called 2FA), and map groups to ProvenTen roles.

  • Users and roles

    Admin, librarian, and seller access — who can see advocates and who can change the library.

  • Create your workspace

    Open a ProvenTen workspace and get the first settings in place before you invite anyone.