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Onboard a new client's compliance (MSPs)

A task guide: the pages to use, in order.

An MSP starts client onboarding with a client profile, runs auto-detection, runs the Compliance Wizard for the client, sets GRC roles, syncs the people register and deals with the first issues.
The same steps are listed below, with links to each page's article.

Steps

  1. Fill in the client profile. Client Profile, Save Profile
  2. Start onboarding. Assign a technician and target date
  3. Auto-detect progress. After agents and Microsoft 365 are connected
  4. Run the Compliance Wizard. Adopt the client's frameworks
  5. Give client staff GRC roles. Approver, contributor, viewer
  6. Sync the people register. Sync from directory
  7. Generate issues from findings. Decide who is responsible for each

Articles for the pages in this guide

← All task guides

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