As an MSP, your onboarding process is similar to that of end customers.
Therefore, you can follow the same documentation—a step-by-step guide that walks you through the wizard from the moment you receive an activation link to the complete data import—with the articles neatly listed below.
However, there are a couple of differences in some steps, which are highlighted below.
The steps are as follows:
Activation link and Microsoft login
After you receive the activation link via email, log in to your Microsoft 365 account with the Global Administrator role granted, and start the onboarding wizard!
Visit the Activation link and Microsoft login step guide
Registration
Review your Microsoft 365 account information, select the data center, and review and accept the terms and conditions.
Visit the Registration step guide
Please note that in this step the terms and conditions checks are different.
Consent
Provide consent for the set of permissions required to use the Microsoft Graph API and Office 365 Management API, which are necessary for collecting reporting data from your tenant.
Additionally, grant CoreView permission to create some read-only service accounts; this ensures that CoreView can gather reporting data effectively.
Visit the Grant consent step guide
Configuration
Create a Management Service Account and authorize the Graph Management app, two steps that are crucial for using all of CoreView's functionalities.
View the Configuration step guide
Check
Simulate the import process to verify whether CoreView can import data using the new service accounts.
Visit the Pre-import check step guide
Invoicing details
As an MSP, you have this additional step.
Here, you are required to fill in your company's billing information, starting with the address.
Then, you have two options for your payment method:
- Direct: if payments should be addressed directly to you
- Distributor: if payments should be addressed to a distributor
Direct
If you select Direct , you will be asked to enter your information and billing details.
Distributor
If you select this option, based on the country previously selected in the address section, a drop-down menu will appear with a list of distributors in that country. From here, you can select the distributor you would address the payment to.
Data import
Just wait for the data to be imported from your Microsoft 365 tenant to your CoreView tenant!
Provide additional consents
After onboarding, if you have not already provided them, you will be able to grant additional consents. These consents are necessary to properly utilize the features and add-ons of CoreView.
Visit the Provide additional consents step guide
Troubleshooting
In the event of any issues during the data import, we have documented the solution.