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Zero-X Cloud Security Platform - Onboarding Documentation

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Overview

The Zero-X Cloud Security Platform onboarding flow is designed to guide new users through the initial setup process, ensuring they have a smooth introduction to the platform’s capabilities. The onboarding process consists of three main Steps: Profile Setup, Data Source Connection, and Security Scan execution. The onboarding flow serves as a structured, guided introduction to the Zero-X Cloud Security Platform, addressing the complexities of cloud security setup for new users. It ensures that users are not overwhelmed by the platform’s extensive features and instead experience a progressive, step-by-step setup that builds their Security Findings incrementally.

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1. Account Creation

Users create an account in two quick steps: Enter basic details (name, company, email, password) Verify email with a one-time code The process is fast, simple, and designed for secure onboarding.

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2. Login

Standard sign-in with email and password, plus options to reset a forgotten password or create a new account.

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3. Password Recovery

Users enter their email and receive a reset link or temporary password to regain access instantly.

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2. Onboarding Flow

The main onboarding flow is a guided, step-by-step process that helps users set up their security monitoring environment.

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  Step 1: Profile Setup

Users complete their profile with name, mobile number, and designation. Once done, the step is marked complete.

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  Step 2: Connect Data Sources

Users choose what they want to secure: Cloud Accounts: AWS, GCP, Azure Code Repositories: GitHub, Bitbucket After connection, Zero-X automatically syncs assets and prepares the environment for scanning.

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  Step 3: Initial Security Scan (Optional)

Users can run their first scan immediately: Select scan type View live progress and results See findings populate in real time This step gives users an instant look at their Security Findings.