GS · Getting Started
The onboarding checklist
Connect Microsoft 365, add your fleet, invite your team.
4 min read
Once your workspace exists, these are the steps worth doing in order. None of them are mandatory on day one — you can use AssetSort with entirely manual data entry — but each one saves real time as your fleet grows.
- 01
Connect Microsoft 365 (Growth plan and above — the biggest time-saver)
In Settings → Integrations, connect your tenant. This is a one-time, tenant-wide connection that a Global Administrator approves once — it then syncs your Microsoft licences, directory users, Intune and Entra devices, Entra groups and app-registration credentials automatically, so you're not entering them by hand. The integration requires the Growth plan or above; a managed client inherits its MSP's plan, so a client org doesn't need its own subscription. See "Connecting Microsoft 365" for the full walkthrough.
- 02
Set your organisation's branding
In Settings → Organization, the owner sets the organisation logo at the top of the page — it's also the report logo (PNG, JPEG or WebP, up to 2MB). Under Report branding, an owner or admin adds an accent colour, legal or display name, website and a report footer line, checks the cover preview beside them, then chooses Save branding. This is what appears on every PDF report and QBR pack you generate — worth doing before you send your first client report.
- 03
Add your hardware, licences and certificates
Add items manually from each section's Add button, or let the Microsoft 365 sync populate them. The sync brings in licences, people, Intune/Entra devices (as Hardware) and Entra app credentials (as App Credentials). TLS certificates and compliance certifications aren't in Microsoft 365, so you add them yourself — for a certificate, paste it, upload the file or fetch it from a website, and the form fills itself in.
- 04
Invite your team
In Settings → Members, choose Invite Member, enter their email, pick a role — Admin (manages the organisation) or Member (read-only) — and choose Create Invite Link. On an MSP workspace the roles are Admin, Tech and User, and you pick which clients a Tech or User reaches. Inviting needs Starter or above: Free is one person, Starter 5 people per organisation, Growth 10, pending invitations included. There's no automatic email — copy the link and send it yourself. It expires after 7 days, works once, and only for the address you entered.
- 05
Set your alert windows
Alerts for expiring licences, certificates and warranties are on by default. Settings → Organization → Defaults (owner only) sets the expiry & renewal alert window (default 14 days) and the device lifecycle (default 3 years) — and the default currency your costs are entered in, worth setting before you add any. Certificates warn by type — the alert window for TLS and client certificates, 45 days for code signing, 90 for CA certificates and certifications — unless you set a warning time on the certificate. Settings → Alerts controls which alerts email you (My notifications) and, for owners and admins, the per-rule thresholds (Organisation rules).