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Set Up Automated Onboarding for a Customer

As an MSP Admin, you set up the automated onboarding process when you Add a New Company. It is important to ensure that you select the Send Setup Email checkbox during that process, as this enables the automated onboarding process to begin.


If this option is not checked, the user will not receive an email to initiate the onboarding process, and it will have to be completed manually.

Once you create a new company, the Customer Admin that you specified receives an email containing their username, password, and the URL for the automatic onboarding process.

The Customer Admin can then log in to begin the onboarding process.