Who is this for?Service-provider operations and onboarding leads verifying a freshly onboarded customer workspace.
Part 1: MSP Platform Onboarding
Pre-onboard the customer workspace
Part 2: Customer Workspace Onboarding
What the customer admin sees on their side
Core Verification
Run these checks first. Any failure here blocks go-live.- The customer workspace shows Active status (not Pending customer setup) in your Workspace Center
- You received the Customer onboarding complete real-time notification in the portal
- Open the customer’s workspace and confirm every pre-selected module shows Connected
- Navigate to the Command Dashboard filtered to the customer workspace and verify incidents appear (allow 5 to 15 minutes for initial sync)
- Open an incident and confirm the Workbench loads with entity context and timeline
- Verify Gamebook response actions appear on incident entities (do not execute on production entities)
Sentinel-Specific Verification
Skip this section if the customer is on Defender-only.- Sentinel incidents are syncing alongside Defender for Endpoint incidents
- Azure Lighthouse delegation completed successfully in the customer’s subscription
- Supporting Azure infrastructure deployed by Sentinel consent shows Active
- Navigate to Content Management System (CMS) and verify the detection rule library is accessible
- Log search is functional
Sentinel Azure infrastructure is provisioned in the background after the customer grants Sentinel consent. If verification fails, allow 5 to 10 extra minutes for the deployment to complete before retrying.
If Something Fails
For sign-in failures encountered by the customer admin, point them to the Customer onboarding sign-in failed troubleshooting.
After Verification Passes
Two follow-ups close out the onboarding.Assign your team to the workspace
Use organization-level groups rather than individual users so future onboardings are consistent.User & Group Management
Detailed user and group setup, including organization-level groups
Configure notifications (Sentinel only)
Notifications Configuration
Severity filters, distribution group setup, and test notification verification
Go-Live Communication
- Notify the customer that ContraForce is live on their environment
- Share relevant documentation links with the customer team
- Confirm the customer knows how to reach your delivery team
- Document any customer-specific configuration notes or permission exceptions
- Schedule a follow-up check-in within 7 days to review initial incident volume and rule tuning
Need help? Contact us at support@contraforce.com.