Professional Onboarding Services
Get up and running with CIPP quickly and confidently—no guesswork, no headaches.
Introduction
We get it—GDAP can be confusing, but setting up CIPP doesn’t have to be painful!
Let our CIPP experts show you the ropes. They’ve seen it all and know the best tips and tricks to help you get up to speed. Stop banging your head against the wall and start benefiting from the time-saving, streamlined features CIPP offers once it’s configured correctly.
Why Choose Professional Onboarding?
✅ Recorded Sessions: Use the recordings to train your team and replicate processes effortlessly. ✅ Future-Proofing: Establish scalable systems that grow with your business. ✅ Expert Guidance: Work with a seasoned CIPP specialist who has hands-on experience. ✅ Save Time: Avoid trial-and-error setups and get clear, actionable steps.
What to Expect
For a one-time fee of $750 USD, you’ll receive:
A 90-minute live session with a CIPP expert.
A recording of your session for easy reference and team training.
Session Objectives
By the end of the session, you’ll:
Understand the step-by-step process for onboarding clients to CIPP.
Learn how to configure regional settings and custom domain names.
Identify and resolve common performance issues related to region selection.
Use the CIPP management portal for user role assignments and permissions.
Implement best practices for inviting and managing additional users.
Gain familiarity with the SAM wizard and GDAP setup process.
Complete a full GDAP setup for one client within CIPP.
Note: If you’ve already completed parts of the setup or need a specific focus, discuss this with your CIPP expert before scheduling. Unique requirements must be communicated in advance to ensure they’re addressed within the allotted time.
Getting Started
Fill Out the Form: Share your name, email, company name, and deployment status.
Check Your Email: Receive onboarding details and the sign-up link.
Complete Payment: Submit your payment securely to confirm your session.
Relax and Wait: Your dedicated CIPP expert will contact you to schedule the session.
What to Prepare
To make the most of your session, have the following ready:
1. Administrative Access
A Global Administrator account for your Partner Tenant.
Access to at least two Customer Global Admin accounts for GDAP testing.
2. CIPP Environment
3. Issues and Questions
Prepare a list of:
Any errors or challenges you’ve encountered.
Screenshots of relevant issues (e.g., CIPP access failures, portal errors).
4. Notifications and Mailbox Setup
Have a mailbox license ready for the CIPP Service Account.
This will be converted into a shared mailbox during onboarding.
Session Flow
Here’s what you can expect during your onboarding session:
1. Welcome and Review
Recap your current environment, goals, and any pre-identified issues.
2. Step-by-Step Setup
Guided walkthrough of key configurations, starting with GDAP setup and validation.
3. Live Testing
Test access to customer tenants using CIPP links.
Verify notifications and critical configurations.
4. Standards and Alerts
Review and implement:
“AllTenants” Standard configurations.
Scripted alerts and audit log alerts with remediation workflows.
5. Q&A and Wrap-Up
Address any outstanding questions or unique requirements.
Ensure you’re confident replicating processes for additional tenants.
After the Session: Next Steps
To build on your onboarding success:
Refine Your Standards:
Adjust your “AllTenants” Standard to align with business needs.
Finalize Notifications:
Test and confirm email notifications for critical alerts.
Expand GDAP:
Use the GDAP Invite Wizard to onboard additional customers efficiently.
Document and Train:
Leverage your session recording to train team members and reinforce processes.
Helpful Resources
Sign Up Today
Ready to simplify your CIPP setup and take full advantage of its features?
If you have questions or need additional assistance before your session, reach out to our team—we’re here to help!
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