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Adding a New Customer

Updated yesterday

Once you, as the MSP, 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 MSP 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).


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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


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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
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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.
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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

8. Optional- change the Customer name:

Once a customer has been onboarded to Guardz, their displayed name can still be updated. The change must be made within the customer’s connected cloud directory either Microsoft 365 or Google Workspace, and will automatically sync to Guardz within 24–48 hours.

Microsoft 365 Customers

  1. Sign in to the Microsoft 365 Admin Center

  2. Navigate to Settings → Organization Settings → Organization Profile

  3. Edit the Organization Name field and save your changes

Google Workspace Customers

  1. Go to the Google Admin Console at admin.google.com

  2. Open Account → Account Settings

  3. Expand the Profile section

  4. Edit the Name field and click Save

Related Articles
Users Management
Guardz Applications for Microsoft
Guardz Applications for Google
MSP Getting Started with Guardz
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