ProvenTenProvenTen

Enterprise rollout

A practical Enterprise rollout sequence: SSO and roles first, then a guided import, CRM, and go-live, with your ProvenTen customer success team beside you.

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 checklist before you open ProvenTen to the whole revenue team, covering access, advocate consent, the CRM connection, and who to contact next.

  • SSO and MFA

    Sign in with SSO (single sign-on), require MFA (also called 2FA), and map your identity-provider groups to the ProvenTen roles your team members should have.

  • Users and roles

    Choose Admin, Librarian, or Seller access so it is clear who can see advocates, who can change the library, and who can only use proof in a live deal.

  • Create your workspace

    Open a ProvenTen workspace, set your company name and first defaults, and get those settings in place before you invite anyone else to join the workspace.