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Adding a New Customer

Updated over 2 weeks ago

Once you, as the MPS, are fully onboarded with Guardz, your admins can begin onboarding new customers who use either Google Workspace or Microsoft 365 environments.

This step-by-step guide provides detailed instructions for adding a new customer to the Guardz platform.

Important note:

Ensure your MPS account is fully activated before attempting to onboard a new customer. Please verify your account is active by ensuring the ITDR feature is connected (if not, please proceed to install it).



Adding a New Customer: Step-by-Step

1. Connect the New Customer

  • Click on the ‘+ New’ button and select the ‘New Customer’ option

  • Select the Cloud SSO (Google / Microsoft 365) the customer works with and install the application (keep in mind the customer’s data storage preferences will be the same as yours)

  • Important notes:

    • This action installs the Guardz primary application (Guardz Detection)

    • Make sure to grant Guardz the required permissions by authenticating the process with a Global Admin account

    • For more details on applications installation, refer to the dedicated articles for Google or Microsoft 365

    • If you encounter issues during the setup, refer to these troubleshooting articles: Google, Microsoft

    • If your MSP account is not yet activated, clicking on the ‘+ New’ button will redirect you to an alternate screen, prompting you to install this primary application on your own account first

2. Manage Users Type and status

  • Manually review the customer’s user list and determine which accounts should receive an active Guardz license

  • The User Type displayed for each entry is determined by the account’s email status in the customer’s primary directory:

    • Regular Employees – assigned an active license by default
      Shared Inboxes – assigned an active license by default (each shared inbox counts as a paid license

    • Inactive / Suspended Accounts – assigned an inactive license by default

    • Conference Rooms – assigned an inactive license by default

    • External / Temporary Users – Assigned an inactive license by default

  • Determine the status of each user: Admin, Member or Viewer (refer to this article to learn more user types)

  • Check the boxes to automatically activate / deactivate users according to the defined scenarios

  • Please note: only users with active licenses are protected by Guardz and counted toward active subscription usage


3. Assign the Customer to a Subscription

  • When a new client is added, they automatically receive a 14-day trial

  • You may assign the client to your subscription immediately; no charges will apply until day 15

  • You can also assign the client at any time during the trial

  • If the client is not assigned before day 15, the trial will expire

  • This ensures you will not incur charges if the client does not enroll in your cybersecurity services

4. Update Email Notification Preferences:

  • Navigate to My Profile to configure email notification settings for your admin account for each newly managed customer
    By default, real-time notifications are disabled for all new customers.

  • Use the toggle to enable or disable notifications as needed

  • Set a severity threshold — Info, Low, Medium, High, or Critical — for each customer individually

  • Notifications can only be sent to admin users

5. Review the Activated Guardz Services

Now that the customer has been added, the following features are immediately available:

  • External Footprint Scan

  • Dark Web Monitoring

  • Security Awareness Training

Please refer to our Security Controls articles for more details.

6. Managing Customer Accounts

  • Use the ‘Customer Management’ screen to view all customers currently protected by Guardz

  • This view provides key information for each customer, including:

    • Total number of users

    • Current security score

    • Registration date

    • Number of open issues

  • From this screen, you can also:

    • Generate an ROI Report for any customer

    • Delete a customer account, if necessary

7. Optional: Personalize the Branding (White Label Feature):

  • The logo and company details are displayed in all engagements Guardz has with your customers’ end users

  • By default, your MSP organization settings are automatically applied to the customer account

  • If the customer prefers to use their own branding, they can override the MSP branding by navigating to their ‘Organization Settings’ and selecting ‘Override Global Settings’

  • Use this article for more details


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