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Onboard customers one at a time or hundreds at once, and have each new workspace land already configured. Pick a Workspace Profile during onboarding and ContraForce applies its access, module, notification, and Gamebook settings as soon as the workspace exists.
Who is this for?
  • MSP/MSSP partners bringing on new customers
  • Organizational Admins and Workspace Admins responsible for onboarding

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What Can You Do Here?

Onboard One Customer

Add a workspace and pick the profile that should configure it.

Import a Batch

Upload a CSV and pre-onboard up to 200 workspaces in one action.

Watch Every Row

Track each import row’s outcome and re-import only what failed.

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Prerequisites

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Onboarding a Single Workspace with a Profile

1

Open the Onboarding tab

From the left navigation, select Workspaces, then click the Onboarding tab.
2

Click Add workspace

The Add a workspace panel opens.
3

Identify the customer tenant

4

Finish the wizard

Choose the modules to seed on the next step and send the invite. The workspace appears on the Onboarding tab with a pending badge.
Add a workspace panel with the Workspace profile dropdown selected

Choosing a Workspace Profile while adding a workspace

The profile’s access, notification, Gamebook approver, and module settings are applied once the workspace is created. You do not need to apply the profile by hand.
If the profile’s modules would move the workspace onto a higher-priced plan, that part is left for you to confirm. Open the profile, click Apply, and acknowledge the charge. Creating a workspace is never treated as consent to a recurring charge.
Agent policy lands after an agent exists for the workspace. If the profile is set to Provision, ContraForce creates the agent for you. See Agents in a Profile.

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Importing a Batch from CSV

Use an import when you are bringing on many customers at once. Every row is pre-onboarded exactly as if you had typed it into the form.
1

Open the import dialog

From the Workspaces page, choose Import workspaces.
2

Download the template

Click Download template to get a CSV with the right columns and a sample row.
3

Fill in one workspace per row

Replace the sample row with your customers. The sample tenant ID is intentionally an all-zero placeholder, so a file saved without editing fails loudly instead of onboarding the wrong tenant.
4

Upload the file and import

Select the file and click Import workspaces. ContraForce validates the whole file before anything is created.
5

Watch the import

The import runs in the background, one row at a time. Open it to see each row’s status and result.
Import workspaces dialog with template download and file picker

Import workspaces dialog

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CSV columns

Column order does not matter, and ContraForce recognizes the usual header spellings (Tenant ID, tenantid, Directory ID, and similar). Comma, semicolon, and tab-separated files all work, so a spreadsheet exported from a European locale imports without editing.

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Limits

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What is validated before anything is created

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Tracking an Import

Each import has its own activity page listing every row with its outcome. Rows are processed one at a time, so a large import takes a few minutes. Successful rows are created immediately, so you do not have to wait for the whole file to finish before working with them. If an import stops making progress, a Resume option appears after a few minutes. Resuming picks up where the import left off and never re-creates a workspace that already exists.
Do not re-upload the whole file to fix a few failures. Create a new CSV containing only the failed rows. Re-importing an existing tenant is rejected as a duplicate.

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What Happens Next

Importing pre-onboards each customer. The customer admin still completes their own setup wizard using the invite link.
1

The customer admin accepts the invite

They grant ContraForce access to their Microsoft tenant. See Customer Workspace Onboarding.
2

The workspace goes live

The card moves from the Onboarding tab to the Workspaces tab.
3

Verify the profile landed

Open the profile and check the Activity tab. Anything still waiting shows as not yet on the current version. Click Apply now.

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Troubleshooting

Still stuck? Contact support@contraforce.com with the import file and the row numbers that failed.

Workspace Profiles

Build the template that configures every new workspace.

Workspace Center

Monitor workspace health and manage per-workspace settings.

Customer Workspace Onboarding

What your customer admin sees after they receive the invite.

Onboarding Verification

Confirm a new workspace is fully live and ingesting.
Questions about onboarding at scale? Contact us at support@contraforce.com.