---
title: The iorad Implementation Guide
description: Use this iorad implementation guide to configure SSO, branding, tutorial settings, categories, naming conventions, and creator onboarding before launch.
image: https://learning.iorad.com/hubfs/Welcome%20Onboard-1.png
---

[![iorad](https://learning.iorad.com/hubfs/Iored%20Theme%202021/Images/iorad%20logo%20DONT%20DELETE.png)](https://www.iorad.com/)

- Product
  
  #### Individual
  
  [Tutorial Privacy Control who views your tutorials](https://www.iorad.com/pricing/feature/tutorial-privacy) [Mask Data Control who views your tutorials](https://www.iorad.com/pricing/feature/mask-data) [Basic Audio Text-to-speech & custom voiceovers](https://www.iorad.com/pricing/feature/basic-audio)
  
  #### Team
  
  [Branding Add custom branding](https://www.iorad.com/pricing/feature/custom-branding) [Premium Audio Neural voiceovers and CC](https://www.iorad.com/pricing/feature/premium-audio) [Collaboration Co-edit and publish tutorials](https://www.iorad.com/pricing/feature/team-collab) [Analytics See tutorial performance](https://www.iorad.com/pricing/feature/analytics)
  
  #### Enterprise
  
  [Translations Automatic language translation](https://www.iorad.com/pricing/feature/translations) [Team Accounts Allocate separate accounts](https://www.iorad.com/pricing/feature/team-collab) [Encrypt & Anti-Track Strict compliance & additional data protection](https://www.iorad.com/pricing/feature/encrypt-and-anti-track)
  
  [All plans & Features →](https://www.iorad.com/features)
- Resources
  
  #### Support
  
  [Help Center](https://www.iorad.com/resources/help-center) [Learning Hub](https://learning.iorad.com) [Schedule Demo](https://www.iorad.com/demo)
  
  #### Customers
  
  [Testimonials](https://www.iorad.com/testimonials) [Case Studies](https://learning.iorad.com/customer-stories?_ga=2.48225895.1718347252.1788801042-1263284910.1780521832)
  
  #### Marketplace
  
  [Partnerships](https://www.iorad.com/partner-programs) [Integrations](https://www.iorad.com/connectIntegrations) [Services](https://www.iorad.com/services)
  
  #### Company
  
  [Privacy Policy](https://www.iorad.com/privacypolicy) [About Us](https://www.iorad.com/meet-the-team)
- Use Cases
  
  [EDU](https://www.iorad.com/use-cases/education) [Customer Training](https://www.iorad.com/use-cases/customer-training) [Sales Enablement](https://www.iorad.com/use-cases/sales-enablement) [Learning & Development](https://www.iorad.com/use-cases/learning-and-development)
  
  [HR](https://www.iorad.com/use-cases/human-resources) [Product Management](https://www.iorad.com/use-cases/product-management) [I.T.](https://www.iorad.com/use-cases/information-technology) [Operations](https://www.iorad.com/use-cases/operations)
  
  [All Use Cases →](https://www.iorad.com/use-cases)
- [Pricing](https://www.iorad.com/pricing)

[Try it Free](https://www.iorad.com/signup) [Sign In](https://www.iorad.com/login)

# iorad Implementation Guide - Setup & Onboarding

 Set up iorad for a smooth launch with guidance on SSO, branding, team settings, categories, creator onboarding, and final pre-launch checks.

[Learning Hub](https://learning.iorad.com/) →  iorad Implementation Guide - Setup & Onboarding

![Welcome Onboard-1](https://learning.iorad.com/hubfs/Welcome%20Onboard-1.png)

 Chapters 

 Jump to a chapter  ↓

1. [1 Overview](https://learning.iorad.com/the-iorad-implementation-guide#chapter-1)
2. [2 Single Sign On (SSO)](https://learning.iorad.com/the-iorad-implementation-guide#chapter-2)
3. [3 Custom Branding & Theme](https://learning.iorad.com/the-iorad-implementation-guide#chapter-3)
4. [4 Tutorial Template for Consistency](https://learning.iorad.com/the-iorad-implementation-guide#chapter-4)
5. [5 Category Structure & Naming Conventions (Optional)](https://learning.iorad.com/the-iorad-implementation-guide#chapter-5)
6. [6 Preparing for Onboarding](https://learning.iorad.com/the-iorad-implementation-guide#chapter-6)
7. [7 Final Review Before Launch](https://learning.iorad.com/the-iorad-implementation-guide#chapter-7)

## 1 Overview

Before your creators jump in and before onboarding sessions begin, there are a few foundational setup items that will make everything smoother—for you, your admins, and your creators.

This guide walks you through some of the essential configuration steps that help cement a clean, scalable environment from day one.

You’ll find:

- What needs to be setup 
- Why it matters
- How to do it (with tutorials of course!)
- Best-practice suggestions tailored to your use case 
- Linked tutorials and resources for each step 

This is your "ready to launch" checklist. 

💡For examples of specific use cases and to learn how others use the tool, check out our use cases hub [here](https://learning.iorad.com/use-cases). 

### Quick Start Checklist

Before inviting creators, complete the following:

✅ SSO configured and tested (if applicable)

✅ Custom brand theme created

✅ Team-wide tutorial settings selected and locked (optional but recommended)

✅ Initial categories and naming convention drafted (optional but recommended)

## 2 Single Sign On (SSO)

 

Purpose: Gives your team friction-free access, improves security, and sets a clean foundation for capturing learner analytics (if applicable)

What you’ll need:

- Identify provider details (Okta, Azure AD, Google Workspace, etc.)
- Admin access to both systems OR provide IT with temporary Admin license to iorad for setup
- Metadata/connection information provided by your IT team

Process:

- Help Enabling SSO with iorad - overview of setting up SSO configuration, includes tutorials for specific SSO vendors
- Enable SAML SSO - this tutorial walks through what information is needed to set up the vendor config, as well as the many iorad-specific settings available; includes our most recommended iorad configuration.

 

## 3 Custom Branding & Theme

Purpose: Aligns tutorials with your internal brand look-and-feel, reinforces company identity, and improves end-user trust.

What you'll need: 

- Logo and favicon
- Brand colors
- Brand fonts

Process:

- [Setup a Custom Theme for all of your Tutorials](https://www.iorad.com/player/145087/Setup-a-Custom-Theme-for-all-of-your-Tutorials?iframeHash=trysteps-1) - walks through each step of the theme creation process. 
- Finalize and save

Best practices:

- To apply your theme to all existing tutorials, [select and bulk apply the custom theme](https://www.iorad.com/player/2376810/Select---Bulk-Apply-Custom-Theme-across-All-your-tutorials?iframeHash=trysteps-1#trysteps-1)
- To ensure the theme is applied to all team tutorials moving forward, lock down the Theme setting via the [Team Admin Lock Settings](https://www.iorad.com/player/1827704/Team-Admin-Lock-Settings?iframeHash=trysteps-1#trysteps-1) (More on this under Tutorial Template for Consistency)

## 4 Tutorial Template for Consistency

Purpose: Ensures all tutorials created across the team have consistent settings, such as Layout, Theme, Privacy, etc.

Primary settings to consider locking down: 

- Default tutorial privacy (such as removing the "public" option
- Theme application
- Use of background music 

Process: 

- [Team Admin Lock Settings](https://www.iorad.com/player/1827704/Team-Admin-Lock-Settings?iframeHash=trysteps-1#trysteps-1) - walks through how to lock or unlock certain settings across the team; includes tips on how to leverage these settings for a tutorial review process

Best practices: 

- Unless there is intent to have some tutorial content be made public, turn off the public option to avoid any accidental public tutorials
- Locking settings will lock for all tutorials created moving forward; to bulk apply settings to existing tutorials:  
    - [Bulk Update Layout Options](https://www.iorad.com/player/2320767/Bulk-Update-Layout-Options--Visibility--Player-Type--Default-Player-Mode--Image-Zoom?iframeHash=trysteps-1#trysteps-1)
    - [Bulk Apply Custom Theme](https://www.iorad.com/player/2376810/Select---Bulk-Apply-Custom-Theme-across-All-your-tutorials?iframeHash=trysteps-1#trysteps-1)
    - [Bulk Privacy Change ](https://www.iorad.com/player/1687236/Bulk-Privacy-Change?iframeHash=trysteps-1#trysteps-1)

## 5 Category Structure & Naming Conventions (Optional)

Purpose: Sets up long-term scalability and prevents messy tutorial UI as you grow.

Decisions to make:

- Categories (functional area, product, workflow, region, etc.)
- Sub-categories (if needed)
- Naming convention for tutorials
- Optional tags

Steps to complete: 

1. Review [how to organize tutorials in iorad](https://www.iorad.com/player/1884454/Organizing-your-tutorials?iframeHash=trysteps-1#trysteps-1) and the [difference between categories, subcategories, and tags](https://www.iorad.com/player/1884198/Difference-between-Categories--Subcategories----Tags?iframeHash=trysteps-1#trysteps-1)
2. Determine how tutorials should be categorized (product, business unit, end learner/audience, etc.)
3. Draft a category, subcategory, and tag structure  
     1. We've created [this blueprint](https://drive.google.com/file/d/1cHliGOj7Dy2BbHtsTliUrRhmFyBN4th1/view) to help think through and map your structure 
4. Create initial categories, subcategories, and tags
5. Share organizational process with team

Best practices: 

- Keep names short and clear
- Make categories broad, but not vague 
- Categories and tags are not permanent; you can rename, create new, and move tutorials around as needed 
- Consider implementing a tutorial naming convention to make identifying tutorials easier across the team:  
    - \[Team\] - How to X
    - \[Product Area\] - Creating Y
    - \[Workflow\] - Completing Z

## 6 Preparing for Onboarding

Purpose: Make onboarding sessions less of a demo and more productive by ensuring your creators walk into a ready-to-use environment, have been given access to iorad, and have created at least one test tutorial to try it out.

Steps to complete: 

- [Invite Creators to your Team ](https://www.iorad.com/player/1576481/Invite-Creators-to-your-Team?iframeHash=trysteps-1#trysteps-1)
- [Have each creator make 1 tutorial](http://d15xwk04.na1.hs-sales-engage.com/Ctc/DN+23284/d15XWk04/JlY2-6qcW95jsWP6lZ3mdW1RwcFK5FF7f_W4ZbhcX2jrqC8V7f8nK2h61zPW2tJS2S66cn0gW36xssQ7NHj3fVqV8YH6wtl7LW2-jcQS1kPFBqW2qB1-r4N9851VKvnnh3VC9MKN3jfSxJlx7pfW8zBxYB5nTZ4nW8gTY5X9dJljcW66L3s41GBDWgVzKt_D8XKP3RW507B7l6yW_HJW9cDRHt37x4SvW6Wx8Wl7-XrslW72w4gs7_v910W9kSSck5v3pZmW4syvPr8TGxWbN2jBDj_mN71TW4y-tWr3KhPt5W6-zLWD90vdS8W37Yj6H1910FJW7K-KYx8w6k_qW1s5C1J8DJ8x9W34y7Fs7v3LmbW5mBvr51cSmdvW8xjBGl1GFdvXW6G8YJH34cYzqf7x5R-004) (capture a simple process to practice) - this gets folks comfortable with iorad before we meet. 
- Schedule onboarding call  
    - We recommend an audience of approx. 10 creators per call to give folks time and space to ask questions. 
    - Feel free to schedule multiple calls to ensure everyone can join an onboarding call. 

## 7 Final Review Before Launch

Once everything above is set, complete a quick review:

- Branding looks correct 
- SSO tested
- Categories drafted and documented 
- All creators identified, invited, and confirm they have access
- First onboarding session scheduled

![Company Logo](https://learning.iorad.com/hubfs/iorad%20icon.png)

#### Support

- [Help Center](https://www.iorad.com/resources/help-center)
- [Learning Hub](https://learning.iorad.com/)
- [Schedule Demo](https://www.iorad.com/demo)
- [Releases](https://www.iorad.com/release)
- [FAQ](https://www.iorad.com/faq)

#### Pricing

- [Business](https://www.iorad.com/pricing/business)
- [Education](https://www.iorad.com/pricing/education)
- [Non-Profit](https://www.iorad.com/pricing/non-profits)

#### Company

- [About](https://iorad.com/about)
- [Leadership](https://www.iorad.com/leadership)
- [History](https://www.iorad.com/history)
- [Culture](https://www.iorad.com/culture)
- [Careers](https://www.iorad.com/careers)

#### Explore iorad

- [What is iorad](https://www.iorad.com/tutorialbuilder)
- [Features](https://www.iorad.com/features)
- [Compare iorad](https://www.iorad.com/compare)
- [How to use iorad](https://learning.iorad.com/use-cases)
- [Testimonials](https://www.iorad.com/testimonials)

#### Connect

- [Partners](https://www.iorad.com/partner-programs)
- [Integrations](https://www.iorad.com/connectIntegrations)
- [Helping Hands](https://www.iorad.com/helping-hands)
- [Services](https://www.iorad.com/services)
- [Adoption Curve](https://learning.iorad.com/the-adoption-curve)

#### Fine Print

- [Terms of use](https://www.iorad.com/termsconditions)
- [Privacy Policy](https://www.iorad.com/privacypolicy)
- [Cookie Policy](https://www.iorad.com/cookiepolicy)
- [Accessibility](https://www.iorad.com/accessibility)
- [System Status](https://status.iorad.com/)

© Copyright 2026 – iorad Inc. All rights reserved.

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