Overview
When you sign up your organization for Swif, the Setup Guide walks you through getting started. In a few steps, you tell Swif about your company, your devices, and your compliance goals. Swif then configures your workspace automatically, and helps you enroll your first device.
The Setup Guide has three parts:
Tell Swif about your organization: company details, operating systems, compliance frameworks, GRC tool, and identity provider
Workspace auto-configuration: Swif sets up policies and settings based on your answers
Enroll devices: test Swif on a few devices, or enroll your whole team
The sidebar stays locked until you finish the Setup Guide. Hover over a locked item to see why. When you select Finish Onboarding & Hide Setup Guide at the end, the sidebar unlocks and the Setup Guide is hidden.
If you get stuck, select Need help with setup? at the top of any step.
Part 1: Tell Swif about your organization
The progress bar at the top shows each step: Company Details > OS > Compliance Frameworks > GRC > Identity Provider.
Step 1: Company Details
Enter your company's details, and tell us how you heard about Swif. Next becomes available once every required field is filled in.
Step 2: Operating systems
Select every operating system your organization uses. You can choose more than one:
macOS
Windows
Linux
iOS/iPadOS
Android
Each card shows the supported OS versions. Choose at least one to continue.
Your choices decide which installers and test devices the Setup Guide offers later.
Step 3: Compliance frameworks
Select the compliance frameworks your organization follows. You can choose more than one:
Framework | What it covers |
SOC 2 | Service Organization Control 2 |
ISO 27001 | Information Security Management |
HIPAA | Healthcare Data Protection |
CIS Level 1 | Critical Security Controls |
CIS Level 2 | Advanced Security Controls |
NIS 2 | EU Cybersecurity Directive |
NIST 800-53 | Security & Privacy Controls |
Swif configures recommendations, policies, and reporting to match the frameworks you choose.
To preview a framework, select the down arrow on its card. The preview opens below the cards. If you choose several frameworks, each one has its own preview.
Don't need a compliance framework? Select We Don't Need a Compliance Baseline. This skips both the framework and GRC steps, and takes you straight to Identity Provider. If you select Back from there, you return to the framework step.
Step 4: GRC tool
If you use a governance, risk, and compliance (GRC) platform, such as Vanta or Drata, select it. Choose one:
Select a GRC platform to open its integration window. Connect it to move to the next step. If you close the window without connecting, you stay on this step.
No, but I would be interested in a referral for preferred pricing opens a page where you can ask for referrals to one or more GRC partners.
This step is skipped if you selected We Don't Need a Compliance Baseline.
Step 5: Identity provider
Select the primary identity provider your organization uses to manage users, such as Google Workspace, Microsoft Azure, Okta, or Deel.
Next, the IdP Connection Walkthrough explains how to connect it. Select Continue to open the identity provider's connection page and finish connecting.
Part 2: Workspace auto-configuration
Swif now configures your workspace based on your answers. Each item shows its progress as Swif prepares it.
If you skipped compliance frameworks, you'll see No framework policies created and No compliance baseline created. That's expected.
When everything is ready, the page shows a completed message. Select Continue to Device Enrollment.
Part 3: Enroll devices
Choose how to start:
Option | Best for |
Start Testing | Trying Swif on one or two of your own devices first |
Enroll Everyone | Rolling Swif out to your whole team right away |
Option A: Start Testing
Swif detects your computer's operating system from your browser, and suggests it as your first test device. To use a different one, select Choose a different OS. Swif also shows cards for the other operating systems you picked in Step 2.
On each device card, choose how to enroll it:
Action | What it does |
Test on this Device | Downloads the right installer for this computer. The page shows that it's waiting for your device. |
Send install link | Emails an installation guide that covers all operating systems |
Send QR code | Sends a QR code to enroll a phone or tablet |
Android devices: connect Android Enterprise first. Until you do, the Android card shows a notice, and Send QR code is unavailable. See How Android Enrollment Works.
Watch your policies apply
Once the device enrolls, the page updates on its own and shows:
Policies being applied. Each policy turns green when it's enforced.
Compliance on this device, for each framework you chose, if any
When evidence goes to your GRC tool, if you connected one. For example, "Evidence for this device will be sent to Vanta tonight."
Full enforcement usually takes up to 30 minutes. Keep the device on and connected. You can leave the page, and Swif emails you when it's done. Every device you enroll after this one works the same way.
Add a second test device
When the first device is ready, select Add Your Second Test Device. Swif suggests another device based on the operating systems you picked. If you picked only one, it suggests a desktop OS.
From there, you can:
Email Enrollment Guide to Employees to invite your team
Finish Onboarding & Hide Setup Guide to finish
Back to return to the previous page
Option B: Enroll Everyone
The Enrollment Option page shows installers for the operating systems you picked in Step 2:
OS | Enrollment options |
macOS | 1-Click Local Installer, Silent Installer guide, and Apple Business Manager (ABM) setup |
Windows | 1-Click Local Installer, Silent Installer guide, and Windows Autopilot setup |
Linux | 1-Click Local Installer and Silent Installer guide |
iOS/iPadOS | Generate Enrollment QR |
Android | Generate Enrollment QR, for personal-use devices. Available after you connect Android Enterprise. |
You can also select Email Enrollment Guide to Employees to send your team installation instructions.
Finish the Setup Guide
Select Finish Onboarding & Hide Setup Guide. The sidebar unlocks, and the Setup Guide is hidden. This stays in effect after you refresh the page, or sign out and back in.
Troubleshooting
The Next button doesn't work
Fill in every required field on the page. On the OS step, choose at least one operating system.
I skipped compliance frameworks, but now I need one
You can set up compliance after onboarding, from Compliance Center in the sidebar.
The GRC step won't move forward
Connect the GRC platform in its integration window, or choose the referral option. Closing the window without connecting keeps you on this step.
Send QR code is unavailable for Android
Connect Android Enterprise first. See How Android Enrollment Works.
The page is still waiting for my device
Check that the installer finished on the device, and that the device is connected to the internet. The page updates on its own once the device enrolls.
Policies are taking a long time to apply
Full enforcement usually takes up to 30 minutes. Keep the device on and connected. Swif emails you when it's done.
The sidebar is still locked
Select Finish Onboarding & Hide Setup Guide on the last page of the Setup Guide.

