> ## Documentation Index
> Fetch the complete documentation index at: https://docs.momentum.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding Checklist

> Track and complete new-org setup from a single, centralized page.

## Overview

The Onboarding Checklist is a dedicated page in the Momentum admin app that brings every new-org setup step into one shareable view. Instead of bouncing between the admin app, the user web app, and multiple integrations pages, Org Admins and Editors can see the status of every required integration, invite their team, and activate starter workflows from a single location.

This page is designed to:

* Give new customers one shareable URL they can return to during setup.
* Provide a clear, at-a-glance view of what is connected and what still needs attention.
* Enable self-serve configuration for the most common onboarding tasks.

## Prerequisites

To use the Onboarding Checklist, you must be signed in as an **Organization Admin** or **Editor**. See [User Roles and Permissions](/user-roles-and-permissions) for details on these roles.

## Accessing the Onboarding Checklist

1. Sign in to the Momentum admin app at [app.momentum.io](https://app.momentum.io).
2. Open the **Settings** tab in the left-hand navigation.
3. Select **Onboarding Checklist**. You'll be redirected to the `/admin/onboarding` route.

The resulting URL can be shared directly with other Org Admins or Editors so they can pick up setup where you left off.

<img src="https://mintcdn.com/momentum/E9G-0xFfu0Zg2iIE/images/onboarding-checklist/onboarding-checklist.png?fit=max&auto=format&n=E9G-0xFfu0Zg2iIE&q=85&s=6de8ce05ce2521dee383606d76d029e7" alt="Onboarding Checklist" width="981" height="979" data-path="images/onboarding-checklist/onboarding-checklist.png" />

## Checklist Steps

The Onboarding Checklist surfaces each setup step as a card, along with its current status. Steps can be completed in any order, and the checklist will update automatically as integrations are authorized or users are invited.

### Service Account

Configure a dedicated service account for org-level integrations. Using a service account keeps org-wide connections stable and independent of any single user's credentials or license.

### Salesforce Connection

Connect your Salesforce instance so that Momentum can sync CRM data, map calls to opportunities, and power deal-focused workflows. For deeper detail on authorizing Salesforce, see [Step 3 of the Installation Guide](/how-to-install-momentum#step-3-authorize-momentum-in-salesforce).

### Calendar

Connect a calendar provider so Momentum can track scheduled meetings, join calls as needed, and associate recordings with the right events. Available options:

* Google Calendar
* Microsoft Outlook Calendar — see [Microsoft Outlook Integration](/momentum-ai-microsoft-outlook-integration)
* Google Drive

### Calling Platform

Connect your video conferencing and dialer tools so Momentum can ingest calls from the platforms your team already uses.

**Video conferencing and conversation intelligence**

* Zoom — see [Zoom Integration](/momentum-ai-zoom-integration)
* Gong — see [Gong Integration](/momentum-ai-gong-integration)
* Clari Copilot — see [Clari Copilot Integration](/momentum-ai-clari-copilot-integration)
* Chorus — see [Chorus Integration](/momentum-ai-chorus-integration)

**Dialers**

* Dialpad — see [Dialpad Integration](/momentum-ai-dialpad-integration)
* Aircall — see [Aircall Integration](/momentum-ai-aircall-integration)
* CloudTalk — see [CloudTalk Integration](/momentum-ai-cloudtalk-integration)
* Orum — see [Orum Integration](/momentum-ai-orum-integration)
* Vonage — see [Vonage Integration](/momentum-ai-vonage-integration)

### Messaging Platform

Connect the messaging tool your team uses to receive call summaries, signals, and other Momentum notifications. Available options:

* Slack
* Microsoft Teams — see [Microsoft Teams Integration](/momentum-ai-microsoft-teams-integration)
* Email (via Microsoft Outlook) — see [Microsoft Outlook Integration](/momentum-ai-microsoft-outlook-integration)

### Invite Users

Invite teammates to Momentum directly from the checklist by sending email invitations. You can also manage previously invited users from this step. For an overview of which role to assign, see [User Roles and Permissions](/user-roles-and-permissions).

### Activate Workflows

Enable templated workflows so your team starts receiving value immediately after setup. The checklist includes starter templates for:

* **AI Meeting Summary** — see [Setting Up Call Summaries](/setting-up-call-summaries).
* **Deal Risk Smart Clips** — see [Signals, Clips & Tags](/ai-prompting-signals-and-tags).

Workflows can be toggled on or off directly from the Onboarding Checklist, and the full configuration for each workflow remains available on its dedicated page.

## Need More Help?

If a step is blocked, missing, or behaving unexpectedly, contact our support team at [support@momentum.io](mailto:support@momentum.io) and we'll help you finish setup.