New to Evo Checklist Follow
Setting up the Evo for your MSP/MSSP is an important step to ensure that you are using the same great security as your customers. Keep in mind that you are a target for hackers that opens a door to all of your customers. Evo is a great barrier to help keep them out.
- Create a Customer Site.
- During the activation of your Evo console, your company was added as a customer.
- Create Directories for the customer to either sync with or have Evo host.
- Once the users have synced, you may want to turn off MFA for all users until training has happened for them.
- Convert your technicians user accounts to Admins.
- This will typically only need to happen during initial setup of your Evo console or adding an employee to your company.
- Create a Role-Based Permissions Group.
- Assign Admins to Customer Access.
- Create or edit and existing Shared Account for Elevated Access of a customer.
- Assign Elevated Access for you and your technicians to use the Shared Account.
- Generate the Access Token to use for the Evo Credential Provider install
- Install the MSI agent to the customer's environment.
- Setup SSO for any available SAML integration.
- Test user login and elevated access to that device.
- Train users on new experience
- Re-enable the users MFA if you have turned it off for customer setup.
- Create Email Campaign
- This step by step guide can assist you as well.
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