Onboarding Your First Customer (Partner Guide)

This guide walks you through the end-to-end process of onboarding your first customer using CanIPhish's Partner Features. It’s designed for current partners and those who are currently on a partner trial. 

Follow along using the video below!

Steps Covered

1. Setting up your Master Tenant
2. Preparing access to your customer’s environment
3. Creating a new Customer Tenant
4. Verifying the customer’s domain
5. Adding employees
6. Configuring allowlisting
7. Allocating licenses

1. Master Tenant Setup (Optional but Recommended)

Before onboarding your first customer, we recommend setting up a Master Tenant. This saves time by applying consistent settings across all future tenants.

Recommended configurations:

• Set up White Labelling:
  Go to Platform Settings > Appearance Settings > White Labelling. Toggle it on and follow the setup wizard. Here is a dedicated article.

• Notifications:
  Adjust any custom notifications under Platform Settings > Notification Settings.

• Look and Feel: 
  Adjust the theme of your training modules under Platform Settings > Appearance Settings > Learner Dashboard

• Preload Admins:
  Add your internal team members under Platform Settings > User Management so they’re automatically added to all new tenants.

• Custom Training Modules:
  Use the Training Modules page to customize existing content or build your own. 

Once configured, head to the Customer Management Dashboard, then click "Manage" to open your Master Tenant Management dasboard.

• Automated Configuration Sync:
  Choose to automatically sync your white label and tenants users across.

• One-Off Configuration Sync:
  These are used to sync data from your master tenant to your sub tenants.

2. Prepare Customer Environment Access

To onboard a customer effectively, you’ll need access to:

• An email address on the customer’s domain (for domain verification)
• Mail flow/spam filtering permissions (for allowlisting)
• Optional: Directory access (Entra ID or Google Workspace) for syncing employee data

3. Create the Customer Tenant

From the Customer Management Dashboard, in the New Customer Tenant section:

1. Select the preferred storage region
2. Choose a user-friendly tenant name
3. Click Create Tenant

Once created, use the topbar dropdown to switch between tenants. The active tenant is always shown in the topbar.

4. Verify the Customer’s Domain

Domain verification enables phishing and training content to be delivered to the customer’s email addresses.

To verify:

1. Navigate to the customer tenant using the dropdown menu in the top bar
2. Go to Employees > Verification
3. Click Verify A New Domain
4. Enter an email address on the customer's domain you have access to and click Generate Verification Email
5. A 6-digit code will be sent to the email. Enter it when prompted and click Verify

For more information about domain verification see our dedicated article.

5. Add the Customer’s Employees

There are multiple ways to import employees:

• Directory Sync: (Recommended)
  Use Directory Sync to connect with Entra ID or Google Workspace. See our dedicated articles.

• Manual Upload (CSV):
  Click New Employee List and upload a CSV file. See our dedicated article.

• Manual Add One User At A Time:
  Click New Employee List and enter each users details one-by-one. See our dedicated article.

6. Set Up Allowlisting

Allowlisting ensures phishing and training content arrives in employee inboxes. It also ensure that phishing websites load on the employees endpoint.

Steps:

1. Confirm if/what mail filtering and endpoint protection tools the customer uses

2. Follow the relevant allowlisting guide/s (Microsoft 365, Google Workspace, Proofpoint etc.)

7. Allocate Licenses

To provision licenses for the new tenant:

• If using a Single Master Subscription:
  Scroll to the bottom of the Customer Management Dashboard and click Manage Billing. Allocate licenses from your pool. Here is a dedicated article.

• If using our Legacy Individual Tenant Subscription Billing Mode:
  Purchase a standalone subscription directly for the tenant.