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HLDEnterprise

Enterprise Onboarding

How to activate an enterprise subscription and set up the first admin user.

Enterprise Onboarding

Enterprise onboarding activates a new tenant on the MCM platform and provisions the first admin user. It is initiated by the MSP and completed by the buyer.


Onboarding Flow


Steps

1. Activate the Enterprise Subscription

The MSP creates the enterprise and provides the buyer's email address and a subscription key. The system sends an activation email to the buyer.

2. Create the First User

After activating the subscription, the buyer creates the first admin user with the following fields:

FieldRequiredNotes
EmailYesMust match the enterprise domain
First NameYes
Last NameNo

3. Login with Temporary Password

The system generates and emails a temporary password to the new user. The user logs in using this temporary credential.

4. Change Password

On first login the user is required to change their password before accessing any other part of the platform. After this step the enterprise is fully operational.

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