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Subscriber Onboarding & Usage Guide

A phased journey for getting subscribers started, moving them into the workspace, and giving them a simple daily operating flow.

Hybrid Guide
Phased Journey
Current Handbook Live
How this guide should be used
Use this page for subscriber onboarding, access flow, and day-to-day platform use.
The current controlled handbook is now available as a direct PDF download from this guide and the portal.
Send new users through these phases in order so the journey stays clear and repeatable.
Current handbook edition
AEGIS Intelligence Production Handbook
2026 Enterprise Edition · v14 Final
This is the live handbook download and can be replaced with future updated editions.
Download Handbook
Phase 01
Start in the Client Portal

Use the portal as the subscriber home base for access, plan visibility, and your first next step.

  • •Confirm your plan and current access level.
  • •Use the portal tabs to find learning, plans, and workspace entry points.
  • •Keep this page as the subscriber-facing starting point.
Phase 02
Complete Orientation

Orientation is the clean handoff from subscription access into full platform usage.

  • •Complete the orientation sequence before daily platform use.
  • •Use it to establish the expected workflow for new subscribers.
  • •Return here anytime a user needs the setup path again.
Phase 03
Enter the AEGIS Workspace

Once onboarding is complete, subscribers should move into the live workspace for operational use.

  • •Use the dashboard as the primary control surface.
  • •Move from overview into assessments, reporting, and intelligence views.
  • •Keep workspace use separate from onboarding guidance.
Phase 04
Run the Daily Usage Flow

Subscribers should have a simple rhythm for checking signals, reading updates, and acting.

  • •Start with the daily brief for top-line context.
  • •Review the 72-hour outlook and current events for near-term change.
  • •Use threat assessment tools when deeper analysis is needed.
Phase 05
Continue Learning and Plan Management

Training, reference material, and subscription visibility should stay easy to find after onboarding.

  • •Use the learning center for courses and guided training.
  • •Return to the portal to review access and plans.
  • •Use the current handbook download whenever the full controlled edition is needed.
Core subscriber workflow
1. Check inOpen the portal and verify access, learning, and workspace entry points.
2. Read updatesReview the daily brief, 72-hour outlook, and current events before deeper work.
3. AnalyzeUse the dashboard and threat assessment tools when a subscriber needs operational detail.
4. Continue learningReturn to training and plan review as access expands over time.