Client Onboarding
William Pote
I would love a crate that would allow us to move a prospect to client status in manage and have it then build out the onboarding checklist and do most of if not all the work.
Create autoelevate,duo,huntress,immy,synnex, etc.
Sophos would be big for making a monthly client then pulling in the install link to immy and setting up the deployment for onboarding.
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Logan Cook
I typed up a lot of ideas here- to keep a very long reply short: Yes, please!
I can envision this helping out with the following:
* Account Setup in PSA
* Integrations between MSP platforms
* DSC on company endpoints (set up exclusions for x-tenant immy deploys and adding tenant-specific ones) and send EXE/PPKG to technical POC
* Billing config, i.e., set up agreement according to type option gen from PSA
* Possibly using the default Org Variables as a sort of DSC on the company-level
* Using CIPP/MS Partner to send out two GDAP invites, one non-GA for auto-renewal and one with GA.
Brian Mead
Would love this for Automate, Immy, Sophos, Duo, Pax8, Huntress.
Dana Ayala
I too like this but would need it for PSA/Autotask