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Setup checklist
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Getting startedSet up your workspaceManaging sub-workspacesInvite colleagues to your workspaceSet up SAML SSO using OktaConfigure SAML SSO with Microsoft Entra ID

Getting started

Let’s complete your account using the Getting Started checklist. Getting Started is a built-in checklist inside the HeyGen dashboard. You’ll see it on the dashboard when you log in to your account for the first time. It is designed to guide new admins through the essential initial steps to activate their HeyGen workspace and get their team ready to collaborate.

Access the Getting Started panel
Log in to your HeyGen account and open the dashboard.
The Getting Started panel appears when you sign in for the first time as a new admin. This checklist is built directly into the HeyGen dashboard and helps you activate your workspace and get your team ready to collaborate.

From the dashboard, select Get Started to begin your onboarding experience.

Understand the onboarding steps
The Getting Started checklist covers three key steps:

  • Set up your workspace
  • Invite team members
  • Configure security settings

Each step is automatically ticked off as you complete the required tasks. You can return to the checklist at any time, and you do not need to complete everything in a single session.

Set up your workspace
This step focuses on personalising your HeyGen environment.
You’ll add your brand details, upload key assets, and adjust workspace settings so everything aligns with your team’s identity and is ready for use.

Invite members
Use this step to bring your teammates into HeyGen.
You can invite members to your workspace and assign the appropriate roles and permissions, ensuring everyone has the access they require to collaborate effectively.

Configure security settings
This step ensures your workspace is protected.
You will configure security features such as single sign-on using providers like Okta or Azure, and set up access controls to keep your account secure.

As you complete each step, it is marked in the Getting Started panel. Once everything is done, your workspace becomes a fully branded, secure, and collaborative hub for your team.