New to Evo Checklist

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.  The steps below are typically what we cover during your Implementation Call.

1. Create a Customer Site.
   • During the activation of your Evo console, your company was added as a customer.
2. 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.
3. 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.
4. Create a Role-Based Permissions Group.
5. Assign Admins to Customer Access.
6. Create or edit and existing Domain Account for Elevated Access of a customer.
7. Assign Elevated Access for you and your technicians to use the Domain Account.
8. Generate the Access Token to use for the Evo Credential Provider install
9. Install the MSI agent to the customer's environment.
10. Setup SSO for any available SAML integration.
11. Test user login and elevated access to that device.
12. Train users on new experience
13. Re-enable the users MFA if you have turned it off for customer setup.
14. Create Email Campaign