Prerequisites | Kizen Basics

Overview

Before starting the Kizen Basics in Action walkthroughs, confirm you have the right access, permissions, and environment setup. Each walkthrough assumes these are already in place, so gaps here are the most common reasons users get stuck partway through the examples.

Why This Matters

Confirming these prerequisites before starting helps prevent interruptions during the walkthrough. The examples in this guide require specific permissions and access to a Business workspace where you can safely create Objects, Activities, and Agentic Workflows.

Reviewing these requirements ensures that you:

• Have the correct permissions to complete each step
• Can create and modify data structures used in the examples
• Work in a safe environment that does not affect production data
• Move through the walkthrough without needing to stop for access changes

Preparing your environment ahead of time allows you to focus on learning how the platform works rather than troubleshooting setup issues.

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Before You Begin

Before beginning the Flywheel Adventure Park walkthrough, you do not need prior experience with Kizen. However, you must have the following:

• A Kizen Account: You’ll need to log in to Kizen so you can follow along and complete each step in the example.
• Admin Permissions: Ensure you are an administrator and have permission to:

  • View & Create Objects
  • Create or Modify Activities
  • Build Agentic Workflows
  • Create a business workspace
  • Access business settings

To check your role, go to Settings > Team, Roles, & Permissions and find your name in the list. Your Role(s) column should show Admin.

Note: If you don't have the correct permissions, ask your Kizen admin to update your role.

• A Separate Business Workspace (Recommended): This walkthrough uses a fictional business called Flywheel Adventure Park. Creating a separate Business Workspace for this walkthrough, rather than using your organization's real one, keeps these practice steps from affecting your production data.

Note: Sandbox environments can be set up by your organization's IT team. Kizen doesn't offer a distinct sandbox environment. To check which workspace you're currently in, look at the workspace name in Settings > Business Information.

• Basic Understanding Of Your Own Business Data: Understanding your data helps you apply core concepts to real business scenarios. Consider the Records you manage, the interactions you track, and the Workflows that drive your operations.
• Time to Follow the Walkthrough: Plan for at least 90 minutes to complete the full example.

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What's Next?

Now that you have the right permissions, a test workspace, and the required setup, you’re ready to log in for the first time.

Continue to Logging In and Navigating the Platform to learn how to sign in, explore the main navigation, and understand where core features like Data, Agentic Workflows, Dashboards, and Settings live.