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Getting Started

This guide walks you through your first steps after deploying OpsDeck — from logging in to understanding the core navigation and setting up your organization.

First login

After deployment, open your OpsDeck instance and log in with the admin credentials configured during installation:

  • Default email: admin@example.com
  • Default password: admin123

You'll be prompted to change the default password immediately. If Google OAuth is configured, you can also use "Sign in with Google."

OpsDeck's interface is organized around a left sidebar with these main sections:

Section What you'll find
Dashboard Compliance summary, upcoming renewals, recent activity
Assets Hardware, peripherals, software, locations, maintenance
Compliance Frameworks, controls, audits, compliance drift, UAR
Security Risk register, incidents, security activities, credentials
Vendors Suppliers, contracts, subscriptions, purchases, budgets
People Users, groups, onboarding/offboarding, hiring, training
Services Service catalog, dependency mapping
Reports Built-in reports, universal search
Administration Configuration, policies, locations, cost centers

The top bar provides universal search (magnifying glass icon) and quick access to notifications and your user profile.

Core concepts

Before diving in, understand these concepts that appear throughout OpsDeck:

Compliance links. Any entity (asset, policy, service, supplier) can be linked to a framework control as evidence. This is the backbone of compliance management — link evidence continuously, not just during audits.

Tags. Flexible labels that can be attached to most entities for custom categorization and filtering.

Custom properties. Assets, users, and peripherals support custom fields defined at the organization level (Administration → Configuration).

Audit trail. Every creation, update, and deletion is logged with the user, timestamp, and changed fields. This trail is immutable and cannot be deleted from the UI.

Initial configuration checklist

Complete these steps to set up your organization:

1. Organization settings

Navigate to Administration → Configuration and set:

  • Organization name and logo.
  • Default timezone and date format.
  • Notification preferences (email, Slack webhook).

2. Locations

Navigate to Administration → Locations and create your physical and logical locations:

  • Office sites (HQ, branches, data centers).
  • Remote locations if tracking remote worker assets.
  • Locations support hierarchy (building → floor → room).

3. Cost centers

Navigate to Administration → Cost Centers and create departments or budget centers:

  • Used for asset assignment, budget allocation, and reporting.
  • Map to your organization's financial structure.

4. Users and groups

Navigate to People → Users and create your team:

  1. Click "Add User" — provide name, email, and role (Admin/Editor/User).
  2. Create Groups for department-based permission assignment.
  3. If using Google OAuth, users can log in immediately with their Google email.

5. Compliance frameworks

Navigate to Compliance → Frameworks to set up your compliance requirements:

  1. Create or import a framework (ISO 27001, SOC 2, or custom).
  2. Review the controls — each one represents a requirement you need evidence for.
  3. Start linking existing assets, policies, and services to controls.

6. Suppliers

Navigate to Vendors → Suppliers and register your key vendors:

  1. Add supplier details, compliance status, and contacts.
  2. Link contracts and subscriptions.
  3. Set up renewal tracking.

What's next

With the basics configured, explore these workflows: