Admin Onboarding - Single-Tenant or On-Prem Deployment

This guide is for Admins setting up a Single-Tenant or On-Prem deployment of Forensic OSINT. It explains how to connect your CMS to your backend, invite your team, and manage user access.

Before You Begin

Before you start, ensure you have the following information ready:

These items are required to complete the onboarding process.

Quick-Start Checklist

• Connect your CMS to the backend using your custom URL.
• Verify the connection. The first user to connect automatically becomes the Admin.
• Set up Custom Branding so all reports generated by your team include your organization's branding.
• Send the setup email to your team (template provided below).
• Each team member creates their account following the Sign-Up Guide.
• Users activate their accounts using the organization's activation code.
• After activation, users set up their backend connection.
• Confirm that all users appear in User Management within the CMS.
• Promote additional Admins as required.

1. Connect to Your Backend Server

To begin, connect the CMS to your backend server.

2

Select Private Server

Select Private Server and then click Connect to Private Server.

4

Enter Your Backend URL

Enter your backend URL (for example, https://agency.forensicosint.com or http://localhost:65200).

If the connection fails, confirm that your URL includes https:// and that any port number (for On-Prem setups) matches your backend configuration.

2. Verify Your Connection

After saving, the CMS will confirm a successful connection. Once connected, your workspace will automatically use your Private Server for all future captures and syncing.

3. Set Up Custom Branding

Before inviting your team, configure your organization's branding. This ensures that all reports generated by users display your logo, header text, and colors.

Follow the steps here: Custom Branding Guide

4. Send Setup Email to Your Team

Once your backend and branding are configured, send your team the following email so they can create and activate their accounts.

Plain-Text Email Template for Admins

Subject: Forensic OSINT - Team Setup Instructions

Hi Team,

We're now set up with Forensic OSINT using our dedicated backend.

Please follow these steps to create your account and connect to our backend:

1. Go to: https://www.forensicosint.com/support/how-to-sign-up-to-forensic-osint
   Create your account using your *legal name* (as it will appear on reports).

2. Once your account is created, activate your license by following the instructions at:
   https://www.forensicosint.com/support/activate-code
   Use the following activation code for our organization:
   [ENTER ACTIVATION CODE HERE]

3. After activation, open the Forensic OSINT Chrome Extension:
   https://www.forensicosint.com/support/setup-private-backend-server
   - Click the Link icon (top-right)
   - Select "Connect to Private Server"
   - Expand "I already have a Private Backend URL"
   - Enter the following URL:
     [ENTER YOUR BACKEND URL HERE]
   - Click "Save & Test"

4. Please ensure you are using your *dedicated Chrome profile* for Forensic OSINT:
   https://www.forensicosint.com/support/dedicated-chrome-profile-for-forensic-osint

Once completed, you will appear in our CMS.
If you encounter any issues, let me know so we can verify your setup.

Thanks,
[YOUR NAME]
Admin - [YOUR ORGANIZATION NAME]

5. User Setup Steps

Each team member will:

Proper activation and backend connection ensure all captures sync correctly.

6. Team Management in the CMS

Once users have joined, go to User Management in the CMS menu.

Here, Admins can:

• View all team members connected to your tenant.
• See their role (Admin or Investigator).
• Promote or demote users as needed.

Only Elite users can be Admins, and only Admins can access the User Management menu.

Access Levels

• Admin (Elite only): Full control, can manage users and roles.
• Essential User: Can only view their own captures. They can see that other captures exist, but not open or download them.

Logs and notifications for user changes will be added in future updates.

7. Troubleshooting

If users cannot connect:

8. Related Articles

• Sign-Up Guide
• Activation Code Guide
• Custom Branding
• Legal Name - Why It's Important
• Dedicated Chrome Profile

Next Steps

Once your team is onboarded and connected, you can begin syncing captures, generating signed PDF reports, and exporting full disclosure packages directly from the CMS.

Quick-Start Recap

• Connect your CMS to the backend.
• Verify your connection.
• Configure Custom Branding.
• Send setup instructions to your team.
• Team members sign up and activate accounts.
• Team members connect to the backend.
• Confirm users appear in CMS.
• Promote Admins as needed.