As an MSP, self-onboarding is the process of:
- Creating and provisioning your CoreView tenant, including connecting it to your Microsoft 365 tenant and importing the data from it;
- Creating and provisioning your account on Partner App, the platform to manage your customers.
For a smooth and effortless onboarding process, we recommend following our guide.
Get ready for onboarding
Before starting the onboarding wizard, ensure that you are properly prepared for onboarding by visiting our checklist.
Furthermore, you can find a comprehensive list of all the credentials you will need to use and which permissions will be required to authorize.
The onboarding process
Once you are ready for onboarding, you can follow the step-by-step guide that describes the entire process.