Self-guided walkthrough
This is the simple guide to setting CryspIQ® up yourself. It goes with self-guided onboarding.
Think of it like tidying one big, messy cupboard so everyone can find what they need. You do it in four steps, in order. Each step is easier because the one before it is done.
First you get your team in. Then:
1. Agree what your data means → 2. Decide who can see it → 3. Keep it clean → 4. Ask it questions
Don't worry about doing it perfectly. Pick one thing — like your customers — and walk it through all four steps. Then do the next thing.
How to use this page
- Find your job below.
- Read the steps in order.
- In each step, do the part with your job's name on it. Skip the rest.
- Click Need the exact clicks? when you want the detailed how-to.
This guide is for after you've decided to use CryspIQ®. Still deciding? Start at Onboarding instead.
Which job is yours?
There are four jobs. Your Company Administrator gives you one when they invite you.
- Company Administrator — You let people in and tell CryspIQ® what job each person has. Like handing out passes and name badges on day one.
- Data Steward — You're in charge of the data for your part of the business. You say what it means, who can see it, and whether it's any good. You don't need to be techie.
- Data Administrator — You're the hands-on helper. You do the technical setup the Data Steward asks for, like connecting the data and switching on the locks.
- Executive Sponsor — You're the boss who said "yes, let's do this." You check the big decisions and sign them off. You don't do the hands-on bits.
If the team needs one person to keep everyone moving, that's the Workstream Lead. Want the full detail on each job? See the learning paths.
Here's the whole thing on one page. Find your column, then read down it.
| Company Administrator | Data Steward | Data Administrator | Executive Sponsor | |
|---|---|---|---|---|
| Get your team in | Invite people, give them a job | Log in | Log in | Log in, pick what to start with |
| 1. What it means | — | Say what it means, own it | Connect the data | Say "yes, that's right" |
| 2. Who sees it | — | Decide who sees what | Set up the locks | Check the plan |
| 3. Keep it clean | — | Own the rules, clear the box | Fix the mix-ups | Watch the score |
| 4. Ask questions | — | Check the words are right | Add the extra detail | Ask a real question |
Before you start: get your team in
What this is. Everyone who will help needs to log in, with the right job set.
Think of it like day one at a new office: people get a pass, and you tell them what their job is.
You log in with your normal work account (Microsoft). You don't make a new password.
Your turn:
- Company Administrator — Log in first. Invite your team. Give each person their job: Data Steward, Data Administrator, or just a viewer.
- Data Steward / Data Administrator — Click the invite in your email, log in, and check your job looks right. If it's wrong, tell your Company Administrator.
- Executive Sponsor — Log in, and say what you'd like the team to start with.
- Your IT team (once) — Make sure your company lets staff accept an invite from another Microsoft sign-in. Some companies block this.
You're done when everyone can log in and has the right job.
Need the exact clicks? Before you start · Inviting people · The four jobs
Step 1: Agree what your data means
What this is. Pick an important thing in your business — like "customer" or "product" — and agree one clear meaning for it, with one person in charge.
Think of it like everyone agreeing that "a mug" means the same thing, so no one argues about it later.
Give each thing a name tag so the computer always knows which one is which. If something turns up with no name tag, CryspIQ® puts it to one side instead of guessing — so you never build on half-finished data.
Your turn:
- Data Steward — Write down what the thing means, in plain words. Put your name on it, so people know who to ask.
- Data Administrator — Connect the real data to that meaning, so it comes in the right shape.
- Executive Sponsor — Say "yes, that's what we mean," and which part of the business owns it.
You're done when your first thing (say, "customer") has a clear meaning, an owner, and real data coming in with a name tag.
Need the exact clicks? How CryspIQ® works · Add your data · Connect it to a meaning
Step 2: Decide who can see it
What this is. Choose who is allowed to see each bit of data. To start with, no one can — data stays hidden until you say otherwise.
Think of it like a locked cupboard. Nothing is on show until you hand out a key.
Your turn:
- Data Steward — Decide who should see your data. Make the groups (like "the Sales team") and say what each group can see. This is your call, not a techie one.
- Data Administrator — Set up the groups the Data Steward asked for, and switch on the locks.
- Executive Sponsor — Check the plan: are the right people getting keys, and the wrong people kept out?
You're done when the right people can see the data, the wrong people can't — and you've checked, not just hoped.
Need the exact clicks? Who can see what · Locking data · Finer control
Step 3: Keep the data clean
What this is. Set simple rules so dodgy data gets spotted, and give someone the job of watching it.
Think of it like a "to-sort" box. Anything that looks wrong goes in the box instead of quietly messing things up. You also get a cleanliness score, like a tidy-room score.
The "to-sort" box is called the Parking Lot. The score tells you, at a glance, how trustworthy your data is.
Your turn:
- Data Steward — Own the rules and the score. Look in the to-sort box, decide what to do with each odd item, and keep the score honest.
- Data Administrator — Fix the technical mix-ups, so good data flows and real problems stand out.
- Executive Sponsor — Watch the score for your part of the business. It tells you the data is safe to trust.
You're done when you have rules, someone owns them, the to-sort box is being worked through, and people believe the score.
Need the exact clicks? The to-sort box (Parking Lot) · The score · Your dashboard · Fixing mix-ups
Step 4: Ask questions and get answers
What this is. Teach CryspIQ® what your words mean and how things link up. Then you can ask a question in plain English and trust the answer.
Think of it like teaching a helpful robot your words. Once it knows what "a sale" means, you can just ask "how many sales last month?" — and check it got it right.
Your turn:
- Data Steward — Check the meanings and links are right, and that the word list says what your business really means.
- Data Administrator — Add the extra detail that helps CryspIQ® understand your data.
- Executive Sponsor — Bring one real question you'd act on. Ask it, look at the answer, and decide if you'd trust it.
You're done when someone asks a real question in plain English, gets an answer from your own data, and can check it's right.
Need the exact clicks? Add the extra detail · The word list · Ask a question · Dashboards
You're all done
When your checklist is done and you've got a real answer from your own data that you trust, you've finished. Your data now has a meaning, a lock, a clean-up routine, and it can answer questions.
Best of all, your own team did it. So you can add the next thing — a new source, a new rule, a new question — without us.
Learn more about your job:
Want someone alongside you while you do it on your own data? Guided and coached onboarding do these same steps with us in the room. See the pricing page.