Create customer workspace
Add the customer to your MSP organization.
Solution
Onboarding customer tenants for security monitoring
Connect a customer Microsoft 365 tenant with read-only Graph consent, register assets, run the first posture assessment, and configure monitoring for ongoing operations.
Onboarding steps
Connect Microsoft 365
Complete read-only Microsoft Graph consent for the tenant.
Add assets
Register domains and websites to monitor alongside the tenant.
Run first assessment
Establish baseline posture and initial findings.
After the first assessment
Configure monitoring
Set assessment schedules, asset scan frequency, and notification policies for the customer.
Assign team access
Ensure the right organization members can access the customer workspace.
Onboarding outputs
- Baseline findings
- Initial severity-ranked issues for remediation planning.
- Secure Score
- Starting score captured in the customer workspace.
- Monitoring active
- Scheduled reassessments configured for ongoing operations.
- First report
- Customer report available after assessment completes.
Related pages
- Graph integration
Microsoft Graph consent flow.
- Customer workspaces
Workspace created during onboarding.
- Posture assessment
First assessment capability.
- Solutions
Onboarding in MSP workflows.
- Contact
Request a demo.