Welcome to Marker.io Enterprise! We're excited to partner with you to build a faster, clearer, and more secure feedback workflow. This guide walks you through our collaborative onboarding, designed to get your team achieving results from day one.
Your 3-Step Path to Launch
Getting started is simple. Follow these three steps to kick off your enterprise experience.
Step 1: Create Your Account Begin by signing up for your free trial. This gives you immediate access to the platform. ➡️ Sign Up Here: https://app.marker.io
Step 2: Activate Your Enterprise Trial Once registered, send a quick email to support@marker.io from the same email address. We'll instantly provision your account with all enterprise features, including SSO, audit logs, and more.
Step 3: Schedule Your Kick-Off Call We'll schedule a 30-minute strategy call to map out the fastest path to success. We'll cover:
🔐 SSO & Security: We'll confirm your identity provider (Okta, Azure AD, etc.) and align on security protocols. 📎 SSO Setup Guide
👤 Secure Integration: We’ll guide you on setting up a dedicated admin user in your tools (like Jira) for stable, secure integration. Dedicated Admin User Guide
Widget Implementation Planning: We’ll review how you plan to install the Marker.io widget, whether via JavaScript snippet, browser extension, WordPress plugin, or a combination.
🎯 Use Case Alignment: We’ll learn about your goals to ensure we tailor the setup perfectly to your team's workflow.
👥 Key People to Involve
To keep things running smoothly, we recommend having a few key people involved. Here’s who we usually work with:
Role | Responsibilities |
Marker.io Owner | Oversees setup and long-term use. |
Integration Lead | Connects Marker.io to your internal tools (e.g., Jira, Azure). |
Technical Lead | Helps troubleshoot any blockers and enables website feedback scripts if needed. |
Business Lead | Ensures Marker.io aligns with overall goals and workflows. |
These roles often collaborate during setup and rollout—it’s a team effort.
Implementation Timeline
We can get you fully operational in just a few days. The timeline below shows our typical collaborative process.
Phase | Objective | Typical Duration |
Phase 1: Foundation | Configure SSO and create the dedicated admin user for a secure connection. | 1 Day |
Phase 2: Integration | Connect Marker.io to your project management tools (Jira, Azure, etc.). | 0-2 Days |
Phase 3: Customization | Tailor reporting forms and workflows with custom fields and automated rules. | 0–2 Days |
Phase 4: Validation | Submit test reports to ensure data flows perfectly from end to end. | 1–2 Days |
Phase 5: Go-Live! | Train your team and officially launch Marker.io across your projects. | 1–4 sessions |
Pre-Launch Systems Check
You're almost there! Before going live, we'll run through this final checklist together to ensure everything is ready for your team.
[ ] SSO Enabled: Your team can log in securely via your identity provider.
[ ] Integration Connected: Marker.io is successfully linked to your tools via the admin user.
[ ] Forms Customized: Reporting forms are tailored with the exact fields your team needs.
[ ] Workflows Automated: Default values (like assignees or labels) are set to save time.
[ ] End-to-End Sync Validated: A test issue has been submitted and appears correctly in both systems.
What Success Looks Like
We measure success by the value you get. Here are the outcomes we aim for together:
⚡️ Faster Bug Resolution: Your developers get rich, actionable reports every time.
📈 Higher Quality Feedback: More bugs and suggestions are reported, leading to a better product.
⏱️ Drastically Reduced Triage Time: Issues arrive pre-sorted and correctly assigned.
📬 Seamless Team Communication: Cross-functional teams are perfectly aligned on feedback.
✅ Strong Team Adoption: You see a steady stream of 30+ issues logged monthly.
🔁 Regular Check In
Our relationship doesn't end at launch. We’ll schedule quarterly check-ins to review your workflows, share best practices, and ensure Marker.io continues to evolve with your needs.