Design partner onboarding
How design partners get set up in Forest and reach a first useful baseline quickly.
Last updated June 1, 2026
Onboarding gets you from an empty account to a first meaningful security baseline. As a design partner, you also help shape how Forest works, so the early steps matter more than they would for a standard rollout.
The goal of onboarding is a defensible starting point: a set of in-scope capabilities, current and target maturity for each, and criticality ratings that reflect your real obligations. From there, the Forest Intelligence Service derives your scores, benchmarks, and first recommendations.
What you set up first
Confirm your organization profile, including industry and size, so cohort comparison reflects relevant peers.
Choose the scope for your first CAMP assessment. You do not need all 12 domains on day one.
Score current maturity (0–5) and set target maturity per capability.
Set criticality (1 nice-to-have, 2 core, 3 compliance-required) so priority reflects what actually matters.
Who should be involved
Pick one internal champion to own the account and coordinate input from domain owners. See the internal champion guide for how to structure that role.
Honest inputs beat optimistic ones. FIS is deterministic, so your scores are only as useful as the maturity and criticality you enter.
Once your baseline is in place, review what to expect during the partnership and work through the implementation checklist.