> ## 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.

# Platform Onboarding

> Get your service-provider organization up and running on ContraForce: grant Microsoft access, set up the Agent Center, connect your own security tools, and pre-onboard customer workspaces.

This guide walks you through getting your **service-provider organization** up and running on ContraForce. By the end, you'll be ready to pre-onboard your first customer.

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

  * **MSP/MSSP partners** setting up your parent tenant before onboarding customers
  * **Internal security teams** deploying ContraForce for your own organization
</Info>

If a teammate gets stuck at sign-in, 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 security data |
| **ContraForce sign-up link**                     | Provided by your account team                                                                                        |
| **Pop-ups allowed for `portal.contraforce.com`** | Microsoft consent prompts open in popup windows                                                                      |

<Warning>
  If your tenant has a "Do not allow user consent" policy, the consent must be completed by a Global Administrator. Non-admin users will see a Sign In Failed page. See [Troubleshooting: Sign-in failed](#troubleshooting-sign-in-failed) below.
</Warning>

***

## Step 1: Grant ContraForce Access to Your Tenant

Before anyone in your organization can sign in, a Microsoft Entra **Global Administrator** has to grant ContraForce permission to read security data from your tenant. **This is a one-time approval.**

<Steps>
  <Step title="Open the ContraForce sign-up link">
    Use the link your account team shared with you.
  </Step>

  <Step title="Sign in with Microsoft">
    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. Review the list and click **Next**.

    <Frame caption="Initial Microsoft consent screen">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-images/onboarding-01-msp-first-consent.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=f5c63fb007602ead49de620fbb28fe32" alt="Microsoft consent dialog showing ContraForce Portal permissions" width="662" height="790" data-path="images/onboarding/msp-images/onboarding-01-msp-first-consent.png" />
    </Frame>
  </Step>

  <Step title="Accept the second consent">
    Microsoft may ask you to consent a second time: once for the ContraForce platform API and once for the ContraForce Portal. Check **Consent on behalf of your organization** and click **Accept**.

    <Frame caption="Second Microsoft consent: Portal and Consent on behalf of your organization">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-images/onboarding-02-msp-second-consent.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=e6c06422c27f23bbb3886428e3d6a311" alt="Microsoft consent dialog showing ContraForce API permissions" width="657" height="908" data-path="images/onboarding/msp-images/onboarding-02-msp-second-consent.png" />
    </Frame>
  </Step>
</Steps>

***

## Step 2: Sign In for the First Time

Once consent is granted, create a workspace for your organization.

<Frame caption="Command page on first sign-in">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-images/onboarding-03-msp-create-workspace.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=c84ab100408a3a4153d45fc04970306b" alt="Create a workspace for your organization" width="769" height="375" data-path="images/onboarding/msp-images/onboarding-03-msp-create-workspace.png" />
</Frame>

The platform detects that this is a brand-new tenant and creates your account automatically. You'll land on the **Command** page.

<Frame caption="Command page on Getting Started">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-images/onboarding-04-msp-getting-started.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=352ba9b5e3f2b053b282149cc3f2d8ae" alt="Service provider getting started" width="2210" height="613" data-path="images/onboarding/msp-images/onboarding-04-msp-getting-started.png" />
</Frame>

***

## Step 3: The Get Started Checklist

The **Get started with ContraForce** panel is your home base for setup. It lists the activities your organization still needs to complete.

| Item                        | What it does                                                                    |
| --------------------------- | ------------------------------------------------------------------------------- |
| **Create your account**     | Already done by signing in for the first time                                   |
| **Setup agent center**      | Choose where ContraForce-hosted automation runs                                 |
| **Connect sources**         | Connect your own security tools so your SOC team can use ContraForce internally |
| **Add customer workspaces** | Pre-onboard the customers you'll be managing                                    |

Each unchecked item has a **Start** button on the right that takes you straight to the relevant page. You can dismiss the panel at any time using the âœ• in the top right; it will also self-hide once every item is complete.

***

## Step 4: Set Up Your Agent Center

Click **Start** next to **Setup agent center**. This is where you choose how the ContraForce automation engine runs for your organization.

<Frame caption="Agent Center setup page">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-images/onboarding-05-agent-center.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=2565bd8ebf1e608668e0d5a93b89ac1a" alt="Deploy your agent center" width="2227" height="855" data-path="images/onboarding/msp-images/onboarding-05-agent-center.png" />
</Frame>

You can either deploy your agent here or skip it and continue with the other items. If you deploy an agent, the **Setup agent center** item shows a green checkmark when you return to the Command page.

<Card title="Agent Center Deployment Reference" icon="robot" href="/guides/onboarding/agent-center-deployment">
  Detailed Agent Center setup, requirements, and configuration options
</Card>

***

## Step 5: Connect Detection Sources to Your Own Workspace

Click **Start** next to **Connect sources**. This jumps you straight to the detection-source picker for your own workspace.

<Frame caption="Detection-source picker for your own workspace">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-images/onboarding-06-detection-sources.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=a57c6a43a528314ab59d3681aec4f0c8" alt="Connect your detection sources" width="2234" height="968" data-path="images/onboarding/msp-images/onboarding-06-detection-sources.png" />
</Frame>

Select the security tools your team uses, then follow the prompts to authorize ContraForce to read from each one. Once at least one detection source is connected, the **Connect sources** item on the checklist will check off.

<Note>
  Connecting Microsoft Sentinel triggers ContraForce to deploy the supporting Azure infrastructure in your subscription automatically. You don't need a separate Azure deployment step. Provisioning runs in the background after you grant consent.
</Note>

***

## Step 6: Add a Customer Workspace

Click **Start** next to **Add customer workspaces**. You'll land on the **Workspace Center** with the **Onboarding** tab active and the **Add workspace** rail panel already open on the right.

<Frame caption="Workspace Center with Add workspace rail open">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-images/onboarding-08-add-customer-workspace-2.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=d40718ce62d5b29925c2daac1f9c7db1" alt="Add customer workspace" width="439" height="705" data-path="images/onboarding/msp-images/onboarding-08-add-customer-workspace-2.png" />
</Frame>

Fill in the customer details:

| Field                              | Description                                                   |
| ---------------------------------- | ------------------------------------------------------------- |
| **Workspace name**                 | Friendly label you'll use to refer to this customer           |
| **Tenant ID**                      | The customer's Microsoft Entra tenant ID                      |
| **Primary point-of-contact email** | The customer admin who will complete the wizard on their side |
| **Detection modules**              | Pre-select the security tools the customer is bringing        |
| **Response modules**               | Pre-select the response capabilities the customer will use    |

<Frame caption="Detection and response module pre-selection in the rail">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-images/onboarding-09-add-customer-workspace-3.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=71cb1cdfc11e07615df1d06b477bde11" alt="Pre select customer modules" width="439" height="749" data-path="images/onboarding/msp-images/onboarding-09-add-customer-workspace-3.png" />
</Frame>

Click **Send Invite**. ContraForce sends an invite email to the POC, and the new workspace appears as a card in the Onboarding tab with a **Pending customer setup** badge.

<Frame caption="New customer workspace card on the Onboarding tab">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-images/onboarding-10-customer-workspace-preonboarded.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=e12d2aed4abd9d2f8f5414483378f86a" alt="customer workspace preonboarded" width="2235" height="1168" data-path="images/onboarding/msp-images/onboarding-10-customer-workspace-preonboarded.png" />
</Frame>

Repeat this step for every customer you want to manage.

<Tip>
  When the customer admin finishes their wizard, you'll receive a real-time notification in the portal so you know their workspace is live.
</Tip>

<Card title="Customer Workspace Onboarding" icon="user-check" href="/guides/onboarding/customer-workspace-onboarding">
  What your customer sees on their side after they receive the invite email
</Card>

***

## Troubleshooting: Sign-in Failed

If a teammate sees the **Sign In Failed** page after trying to log in, it usually means one of three things:

* The Microsoft admin consent step was skipped
* A non-admin user tried to sign in before consent was granted
* A previous sign-in session is stuck

<Frame caption="Sign In Failed page">
  <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-non-admin/onboarding-01-non-admin-msp-need-approval.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=2ecfbe795b745741d7ee1636f81f07e3" alt="Consent failed" width="657" height="661" data-path="images/onboarding/msp-non-admin/onboarding-01-non-admin-msp-need-approval.png" />
</Frame>

### What to do, in order

<Steps>
  <Step title="Click Return to the application without granting consent">
    This bounces you back to a clean state without applying a half-completed consent.
  </Step>

  <Step title="Send the admin consent link to your admin">
    Copy the admin consent link from the page and forward it to your Global Admin.

    <Frame caption="Admin consent link to forward">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-non-admin/onboarding-02-non-admin-msp-login-failed-copy-link.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=9abdf6a92bb4ac9aeee5759e5b7119bd" alt="Sign-In failed" width="747" height="626" data-path="images/onboarding/msp-non-admin/onboarding-02-non-admin-msp-login-failed-copy-link.png" />
    </Frame>
  </Step>

  <Step title="Have your admin complete the consent flow">
    Your admin clicks the link, signs in as a Global Administrator, and walks through the Microsoft consent prompts.

    <Frame caption="Admin consent: first permissions screen">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-non-admin/onboarding-03-non-admin-msp-admin-consent-1.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=e332cb4d19a085cd4f8497120563bccf" alt="First consent permission" width="659" height="972" data-path="images/onboarding/msp-non-admin/onboarding-03-non-admin-msp-admin-consent-1.png" />
    </Frame>

    <Frame caption="Admin consent: second permissions screen">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-non-admin/onboarding-04-non-admin-msp-admin-consent-2.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=ddcfa5ab5294892a9140f813808758a5" alt="Second consent permission" width="656" height="932" data-path="images/onboarding/msp-non-admin/onboarding-04-non-admin-msp-admin-consent-2.png" />
    </Frame>

    <Frame caption="Admin consent: third permissions screen">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-non-admin/onboarding-05-non-admin-msp-admin-consent-3.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=976a1f52a08fe77290d2a00055951e27" alt="FirsThridt consent permission" width="658" height="886" data-path="images/onboarding/msp-non-admin/onboarding-05-non-admin-msp-admin-consent-3.png" />
    </Frame>

    <Frame caption="Admin consent: Permissions Approved card">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-non-admin/onboarding-06-non-admin-msp-admin-approved.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=ad64ed960b5ab501836627880a08f14a" alt="Permissions  Approved" width="752" height="483" data-path="images/onboarding/msp-non-admin/onboarding-06-non-admin-msp-admin-approved.png" />
    </Frame>

    Wait until your admin reaches the **Permissions Approved** card before you try again.
  </Step>

  <Step title="Try sign-in again">
    Once consent is approved, you can sign in normally and proceed to create your workspace.

    <Frame caption="Successful sign-in after admin consent">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-non-admin/onboarding-07-non-admin-msp-try-again.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=327b116512d37032aeebc763ac906627" alt="Sign-In again" width="748" height="726" data-path="images/onboarding/msp-non-admin/onboarding-07-non-admin-msp-try-again.png" />
    </Frame>

    <Frame caption="Workspace creation continues">
      <img src="https://mintcdn.com/contraforce/WrVM0ufvE8QAC_TC/images/onboarding/msp-non-admin/onboarding-08-non-admin-msp-create-workspace.png?fit=max&auto=format&n=WrVM0ufvE8QAC_TC&q=85&s=14433c7b487956a104d534284511012d" alt="Create workspace again" width="755" height="379" data-path="images/onboarding/msp-non-admin/onboarding-08-non-admin-msp-create-workspace.png" />
    </Frame>
  </Step>
</Steps>

***

## Next Steps

<CardGroup cols={2}>
  <Card title="User & Group Management" icon="users" href="/guides/onboarding/user-group-management-for-providers">
    Set up groups before onboarding customers
  </Card>

  <Card title="Customer Workspace Onboarding" icon="user-check" href="/guides/onboarding/customer-workspace-onboarding">
    What your customer sees on their side
  </Card>

  <Card title="Multi-Tenant Features" icon="buildings" href="/guides/getting-started/multi-tenant-features">
    Manage multiple customers efficiently
  </Card>

  <Card title="Roles & Permissions Reference" icon="shield-halved" href="/guides/general-support/roles-and-permissions-reference">
    Plan role assignments for your team
  </Card>
</CardGroup>

***

<Note>
  Questions about platform onboarding? Contact us at [support@contraforce.com](mailto:support@contraforce.com).
</Note>
