📄️ Getting Started Checklist
Complete the 2-step getting started checklist on your dashboard to register as a partner and enable your first customer
📄️ Billing Setup
Set up a payment method for your MSP partner account, including how to handle card declines and retry with a different card
📄️ Connecting Microsoft Partner Center
Import your CSP customer list by connecting Microsoft Partner Center through the 4-step connection wizard
📄️ Customer List
View, filter, and manage your full customer list - direct enablements and Partner Center discoveries - with bulk enable and refresh
📄️ Bulk Enable Customers
Enable Outermind for multiple customers at once with a default tier, per-customer overrides, and a single Customer Terms acceptance
📄️ Bulk Customer Enablement - Progress Tracker
Track real-time progress of a bulk customer enablement job, view per-customer status, and retry failed customers individually
📄️ Add a Customer Directly
Enable Outermind for a customer's Microsoft 365 tenant using the direct enablement wizard, including how to handle consent denial and tenant conflicts
📄️ Client Detail Page
Understand the client detail header - the company name, Status, Tier, and Management Mode badges - and use the Settings gear to open the Client Settings sheet