Use this path to move from zero setup to stable production operations with explicit risk controls. ## Who this is for - `Owner`: validates business outcomes, risk, and go-live decision. - `Admin`: structures organization, teams, and access. - `Developer`: implements API and webhook integration. - Reconciliation owners: own reconciliation and month-end close. - Operations owners: handle incidents and customer communication. ## Recommended path (execution order) Follow [End-to-end quickstart](/docs/get-started/quickstart) to validate the full flow with test data. Formalize ownership using [Personas and journeys](/docs/get-started/personas-and-journeys) before increasing volume. Complete [Security baseline](/docs/get-started/security-baseline) for secrets, access, and auditability. Use [Go-live checklist](/docs/get-started/go-live-checklist) to move from test to live without ambiguity. ## Process map | Process | Primary owner | Control artifact | Reference doc | | --- | --- | --- | --- | | Onboarding and setup | Admin + Developer | Signed setup checklist | [End-to-end quickstart](/docs/get-started/quickstart) | | Access and secrets security | Admin | Permission matrix + rotation policy | [Security baseline](/docs/get-started/security-baseline) | | Event integration | Developer | Retry/idempotency plan | [Configure webhooks](/docs/integrations/configure-webhooks) | | Daily operations | Operations owners | Runbook + response SLA | [Support operations playbook](/docs/dashboard/support-operations-playbook) | | Fiscal month-end | Reconciliation owners | Reconciliation report | [Month-end close](/docs/fiscal-compliance/month-end-close) | ## Exit criteria for this phase This section is complete when: - `checkout -> webhook -> reconciliation` is validated in test. - Roles and permissions are assigned with least privilege. - Incident runbooks have been exercised by support. - A rollback path exists for production changes.