MSP Onboarding - Quick Start Guide

  • IronscalesIronscales
  • Google AdminGoogle Admin
  • Google AccountGoogle Account
  • Microsoft LoginMicrosoft Login

DAY 1 - Get Integrated & Configure Group Settings

Step 1 (2-Minutes) - Integrate IRONCALES with your email security provider

How to Integrate IRONSCALES With Microsoft365 - (Global Admin Credentials Required)How to Integrate IRONSCALES With GWS - (Global Admin Credentials Required)

Step 2 (3-minutes) - Configure Group Settings

How to Configure Group Settings For MSPs

Day 3 - Scan Back & Reporting Review

Review Scan Back Data and Real Time Reports

Day 5 - Repeat Steps 1-5 in the "Review Scan Back Data and Real Time Reports" above. Be sure to review individual incident pages to verify accuracy.

Day 7 - Technical Validation

- Book a 30-minute technical review with an IRONSCALES SE. - Review what we are finding once more and turn "Silent Mode" off, if ready for us to start taking action.

How to turn "Silent Mode" off and on.

Day 10-14 - Onboard your first customer!!

How to Add a Company / Create a New Trial in "Silent Mode".

*Once the customer is created, see the deployment guides above for MSFT and GWS.

GO LIVE - Convert trials to a production subscriptions!!!

How to convert a customer tenant from a trial in silent mode to an active subscription in production mode.