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Adding a New Customer

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 Guardz Unified Cybersecurity application is connected (if not, please proceed to install it).


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Adding a New Customer: Step-by-Step

Option 1: Tenant is Added Fully by the MSP

1. Connect the New Customer

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

  • Select the 'Connect with admin credentials' 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 Guardz Security Application

    • 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

    • Sign in to the Microsoft 365 Admin Center

    • Navigate to Settings → Organization Settings → Organization Profile

    • Edit the Organization Name field and save your changes

  • Google Workspace Customers

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

    • Open Account → Account Settings

    • Expand the Profile section

    • Edit the Name field and click Save

Option 2: Customer Self-Serve via an Invite Link

Use this method when you don't have — or don't want to use — global admin credentials for the customer's environment. The customer's own IT admin completes the connection independently using a secure, time-limited link you generate.

  1. Click on the '+ New' button and select 'New Customer'

  2. Choose Invite via Link when prompted for the connection method

  3. Enter the customer's Company Name and Email Domain, then click 'Generate Link'

  4. Copy the generated invite link and share it directly with your customer's IT admin

  5. Once completed, a new object appears on the list with a status 'Invited'

  6. The customer's admin opens the link — no Guardz account needed — and:

    • Reviews the connection details showing your MSP's branding

    • Signs in with their own Google Workspace or Microsoft 365 Global Admin credentials

    • Completes the Guardz application installation in the prompted window

  7. Once the customer completes the installation, their account automatically appears as Active in your Guardz dashboard, and you may processed with steps 2-8 from the option #1 detailed above.

Important notes:

  • Invite links are valid for 72 hours and are single-use — once the customer completes the connection, the link is automatically invalidated.

  • The customer appears as Pending (with a countdown timer) in your subscription dashboard until they complete the setup.

  • If the link expires before the customer connects, you can generate a new one from the customer's card in your dashboard.

  • The customer's IT admin becomes the admin of their own Guardz workspace — they are not required to have an existing Guardz account.

  • MSP administrators are granted full visibility by default, as they are provisioned under the MSP account and inherit administrative access rights.

Related Articles
Users Management
MSP Getting Started with Guardz
Delete Your Account
Email Protection Service: Activating Check Point Email Protection
Guardz New Security Application (For Existing Customers)
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