> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contraforce.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Workspace Onboarding

> Step-by-step guide for customer admins completing onboarding after their service provider has pre-onboarded their workspace.

This guide is for **customer admins** whose service provider has pre-onboarded their workspace in ContraForce. You'll receive an invite email from your service provider. Click the link to start.

<Info>
  **Who is this for?**

  * Customer security or IT admins completing the wizard their MSP/MSSP started for them
  * Global Administrators in the customer's Microsoft Entra tenant who need to grant ContraForce access
</Info>

If your sign-in fails before you reach the wizard, jump to [Troubleshooting: Sign-in failed](#troubleshooting-sign-in-failed).

***

## Prerequisites

| Requirement                                      | Why                                                                                                                       |
| ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------- |
| **Microsoft Entra Global Administrator**         | Required the very first time anyone from your tenant signs in, to grant ContraForce permission to read your security data |
| **Invite email from your service provider**      | The link in this email is your onboarding entry point                                                                     |
| **Pop-ups allowed for `portal.contraforce.com`** | The Microsoft consent prompts open in a popup window                                                                      |

<Warning>
  If you aren't a Global Administrator, ContraForce will not be able to complete consent. Forward your invite link to a Global Admin in your organization and have them click it instead, or use the **Email Your Admin** option on the sign-in failed page.
</Warning>

***

## Step 1: Grant ContraForce Access to Your Tenant

When you click the link in your invite email, you'll be redirected to Microsoft to sign in. The first time anyone from your organization signs in, a Global Administrator must approve ContraForce.

<Steps>
  <Step title="Click the invite link">
    Open the email from your service provider and click the onboarding link.
  </Step>

  <Step title="Sign in as a Global Administrator">
    You'll be redirected to Microsoft. Sign in with your Global Admin credentials.
  </Step>

  <Step title="Review the requested permissions">
    Microsoft displays a consent screen listing the permissions ContraForce needs to read security data from your tenant.

    <Frame caption="Microsoft consent screen: initial permissions">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-01-customer-api-consent.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=6c795bef90f96c825b3d9be9c9fd3e99" alt="Microsoft consent dialog showing ContraForce API permissions" width="663" height="980" data-path="images/onboarding/customer-images/onboarding-01-customer-api-consent.png" />
    </Frame>
  </Step>

  <Step title="Accept on behalf of your organization">
    Check **Consent on behalf of your organization** and click **Accept**.

    <Frame caption="Consent on behalf of your organization">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-02-customer-second-consent.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=4f388d348400602809c9394d9253d0c2" alt="Second Microsoft consent screen with the org-wide checkbox highlighted" width="658" height="931" data-path="images/onboarding/customer-images/onboarding-02-customer-second-consent.png" />
    </Frame>
  </Step>
</Steps>

<Tip>
  This is a one-time approval. Once a Global Admin grants consent, the rest of your team can sign in normally.
</Tip>

***

## Step 2: Sign In

After consent is granted, sign in with your admin account.

ContraForce recognizes that your service provider has already created your workspace, so you'll skip account creation and go straight into the **Setup Wizard**.

***

## Step 3: The Setup Wizard

The wizard walks you through connecting your security tools to ContraForce. It's mostly automatic. The modules your service provider pre-selected are already chosen for you, and you just confirm them and grant consent for each one.

### 3a. Connect Detection Sources

The wizard shows the detection modules your MSP pre-selected (for example, Microsoft Sentinel and Defender XDR).

<Steps>
  <Step title="Review the pre-selected detection modules">
    Each module your service provider chose appears with a **Connect** button.

    <Frame caption="Detection sources in the Setup Wizard">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-03-wizard-detections.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=b721bc29102d76c3298c088d60a0ec73" alt="Wizard detection step showing pre-selected modules" width="2270" height="844" data-path="images/onboarding/customer-images/onboarding-03-wizard-detections.png" />
    </Frame>

    <Frame caption="Detection modules ready to connect">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-04-wizard-detections-2.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=859cdd91d273bffddccedc9c52e48c6e" alt="Detection modules with Connect buttons highlighted" width="2272" height="832" data-path="images/onboarding/customer-images/onboarding-04-wizard-detections-2.png" />
    </Frame>
  </Step>

  <Step title="Click Connect on each module">
    A Microsoft consent prompt opens. Sign in if prompted, review the permissions, and click **Accept**.

    <Frame caption="Microsoft consent prompt: sign in">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-05-wizard-detections-consent-1.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=0f6503908cb793cc1f08c265e35df014" alt="Microsoft sign-in step for the detection module consent" width="657" height="997" data-path="images/onboarding/customer-images/onboarding-05-wizard-detections-consent-1.png" />
    </Frame>

    <Frame caption="Microsoft consent prompt: review permissions">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-06-wizard-detections-consent-2.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=2b404f01c3848b465267c22b8ba2eb31" alt="Permissions review step for the detection module consent" width="662" height="874" data-path="images/onboarding/customer-images/onboarding-06-wizard-detections-consent-2.png" />
    </Frame>

    <Frame caption="Microsoft consent prompt: accept on behalf of your organization">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-07-wizard-detections-consent-3.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=d37bfc48f0b71253d9e6fc70e624a422" alt="Final accept step for the detection module consent" width="656" height="915" data-path="images/onboarding/customer-images/onboarding-07-wizard-detections-consent-3.png" />
    </Frame>
  </Step>

  <Step title="Wait for the green checkmark">
    Each module shows **Connected** once consent succeeds. You can connect modules in any order.

    <Frame caption="All detection modules connected">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-08-wizard-detections-completed.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=9161cc12658dac374c09e02b42184828" alt="Wizard with detection modules showing the Connected state" width="2284" height="776" data-path="images/onboarding/customer-images/onboarding-08-wizard-detections-completed.png" />
    </Frame>
  </Step>
</Steps>

<Note>
  **Microsoft Sentinel customers:** Connecting Sentinel triggers ContraForce to deploy the supporting Azure infrastructure in your subscription automatically. You don't need to run a separate Azure deployment step. The deployment runs in the background after you grant consent. Allow a few minutes for resources to appear.
</Note>

### 3b. Connect Response Modules

Same flow as detection. Confirm each pre-selected response module and grant consent.

<Steps>
  <Step title="Review the pre-selected response modules">
    Response modules enable Gamebook actions like isolating devices, disabling users, and quarantining files.

    <Frame caption="Response modules in the Setup Wizard">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-09-wizard-responses.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=048bf41abdaf87164a9584df94d9f782" alt="Wizard response step showing pre-selected modules" width="2279" height="739" data-path="images/onboarding/customer-images/onboarding-09-wizard-responses.png" />
    </Frame>
  </Step>

  <Step title="Click Connect on each module">
    Complete the Microsoft consent prompt for each one.

    <Frame caption="Microsoft consent prompt: sign in">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-10-wizard-response-consent-1.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=57651aedab05dc8f9bda77c5ce00b471" alt="Microsoft sign-in step for the response module consent" width="657" height="1463" data-path="images/onboarding/customer-images/onboarding-10-wizard-response-consent-1.png" />
    </Frame>

    <Frame caption="Microsoft consent prompt: review permissions">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-11-wizard-response-consent-2.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=d33fbb3096b432aae727ea5813a99518" alt="Permissions review step for the response module consent" width="665" height="877" data-path="images/onboarding/customer-images/onboarding-11-wizard-response-consent-2.png" />
    </Frame>

    <Frame caption="Microsoft consent prompt: accept on behalf of your organization">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-12-wizard-response-consent-3.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=427ef52e20400618a792e6e86595cf5e" alt="Final accept step for the response module consent" width="660" height="907" data-path="images/onboarding/customer-images/onboarding-12-wizard-response-consent-3.png" />
    </Frame>
  </Step>
</Steps>

### 3c. Wizard Complete

When every module is connected, the wizard shows a completion screen and hands you off to the **Command** page.

<Frame caption="Wizard complete screen">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-13-wizard-completed.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=d314b6ea4f1937923cac6f2ee68dc588" alt="Wizard completion screen with the Go to Dashboard button" width="2276" height="607" data-path="images/onboarding/customer-images/onboarding-13-wizard-completed.png" />
</Frame>

<Tip>
  Your service provider receives a real-time notification when you finish the wizard, so they know your workspace is ready.
</Tip>

***

## Step 4: Get Started Checklist

The first time you land on the **Command** page, you'll see the **Get started with ContraForce** panel. It lists what's left to do. The customer checklist is shorter than the MSP version because your service provider already handled the agent center and account setup.

| Item                          | What it means                                          |
| ----------------------------- | ------------------------------------------------------ |
| **Connect detection sources** | Finish any detection modules you skipped in the wizard |
| **Connect response modules**  | Finish any response modules you skipped in the wizard  |

<Frame caption="Get started checklist on the Command page">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-14-getting-started.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=9d9ea8f29059ed5752b9f762e4cd9a54" alt="Get started checklist on the Command page" width="2156" height="481" data-path="images/onboarding/customer-images/onboarding-14-getting-started.png" />
</Frame>

If you completed every module in the wizard, both items will already be checked and the panel will hide itself.

### Re-opening the Detection or Response Picker

Click **Start** next to either item. ContraForce takes you straight to your **Workspace settings â†’ Modules** tab with the matching drawer (Detection or Response) already open.

<Frame caption="Detection picker re-opened from the checklist">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-15-add-detection-modules-panel.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=b304a587c8e122492ed8bb3200646f75" alt="Workspace settings Modules tab with the Detection drawer open" width="2151" height="1025" data-path="images/onboarding/customer-images/onboarding-15-add-detection-modules-panel.png" />
</Frame>

Select any module that wasn't in your wizard set, click **Add**, and complete the Microsoft consent prompt.

<Frame caption="Response picker re-opened from the checklist">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-16-add-response-modules-panel.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=a10f502aaadc991481711b394683eeea" alt="Workspace settings Modules tab with the Response drawer open" width="2142" height="1130" data-path="images/onboarding/customer-images/onboarding-16-add-response-modules-panel.png" />
</Frame>

If you close these panels, you can always re-open them by clicking the **Add Module** buttons on the Modules tab.

<Frame caption="Add detection module button on the Modules tab">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-17-add-detection-modules-button.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=8eeb662ea5eef1893d6ad2b42febd8eb" alt="Modules tab showing the Add detection module button" width="2144" height="1089" data-path="images/onboarding/customer-images/onboarding-17-add-detection-modules-button.png" />
</Frame>

<Frame caption="Add response module button on the Modules tab">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-images/onboarding-18-add-response-modules-button.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=33ddfdd4f7c8780ca695023705c3225e" alt="Modules tab showing the Add response module button" width="2111" height="749" data-path="images/onboarding/customer-images/onboarding-18-add-response-modules-button.png" />
</Frame>

***

## Troubleshooting: Sign-in Failed

If you click your invite link and see a **Sign In Failed** page, it's almost always because:

* You aren't a Global Administrator and ContraForce hasn't been pre-approved for your tenant yet
* A previous sign-in attempt got into a bad state

<Frame caption="Consent required">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/customer-non-admin/onboarding-01-non-admin-customer-need-approval.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=e8cebe48a7f5584ec0576ee1e2ac1eb5" alt="Need admin approval" width="662" height="668" data-path="images/onboarding/customer-non-admin/onboarding-01-non-admin-customer-need-approval.png" />
</Frame>

### What to do

<Steps>
  <Step title="Click Sign out in the top right">
    This clears any stale session that might be blocking sign-in.
  </Step>

  <Step title="If you're a Global Admin, click Try Again">
    Sign in. Microsoft will show the consent screen. Accept it, and you'll proceed into the wizard.
  </Step>

  <Step title="If you're not a Global Admin, click Email Your Admin">
    Or copy the **Admin Consent Link** from the page and send it to a Global Admin in your organization. Once they accept, return to your invite link and click **Try Again**.
  </Step>
</Steps>

<Warning>
  Don't keep retrying the same sign-in repeatedly without signing out. Repeated failures can compound the bad-session state and require a browser cache clear to recover.
</Warning>

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Command Dashboard" icon="chart-line" href="/guides/getting-started/command-dashboard">
    Your home base for incident triage across your environment
  </Card>

  <Card title="Incident Management" icon="shield-halved" href="/guides/getting-started/incident-management">
    How to triage, investigate, and respond to incidents
  </Card>

  <Card title="What Are Gamebooks?" icon="bolt" href="/guides/getting-started/what-are-gamebooks">
    Automated response workflows you can run from any incident
  </Card>

  <Card title="Workbench Overview" icon="microscope" href="/guides/getting-started/workbench-overview">
    The investigation command center
  </Card>
</CardGroup>

***

<Note>
  **Need help?** Contact us at [support@contraforce.com](mailto:support@contraforce.com).
</Note>
