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The setup wizard takes you through the essentials in one place. Creating a workspace opens it automatically. To return, choose Settings → Setup checklist, or open the wizard after signing in. You can select any step, use Skip for now, or Finish later and return. Work through the steps with a workspace administrator if your role cannot manage connections, invite people or build standards.

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Walk through the four steps

1

Microsoft partner access

Connect your MSP’s Microsoft partner account to access customer directories through your authorised relationships. Prepare a dedicated account in the partner tenant, keep MFA enabled and review the required access before authorising.A partner connection does not create customer consent or a GDAP relationship. For clients outside your Partner Center, use the client Microsoft connection guide to choose a direct connection.After authorisation, review and import customer Organizations. Your own staff directory is handled separately in the teammate step.
2

Connect your PSA

Choose your service tool and enter its API credentials in the connection form. Review the saved connection and match its client records to the right Alignr clients.Connecting a client directory is different from collecting assessment evidence. Follow the integration guide to check what each source supplies.
3

Invite your teammates

Select Invite a teammate, enter their details and choose their Alignr role. They set their own password using a single-use invitation link.You can also preview your MSP’s Microsoft staff directory when your permissions allow it. Review each proposed invitation and role; previewing the directory does not send invitations. See accounts and teammates.
4

Set up your standards

Choose Build a guided baseline → Choose standards to select identity, device, backup and manual review areas. Or choose Use an existing checklist → Import checklist to bring an Excel or CSV checklist into an inactive standard.Both paths require review before enabling checks. Select Finish setup when you are ready to leave the wizard.
Follow Build or import a standard for the guided questions, spreadsheet format and draft review steps.

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Check what is actually ready

On the final screen, choose Review setup readiness. This checks progress towards live assessment coverage rather than simply counting the wizard steps you visited. Passing and failing controls both count as assessed. Completing the wizard, or reaching full setup readiness, does not mean every control passed.
You can start with manual reviews without connecting a source. The readiness progress tracks live automated coverage; record manual reviews separately in the client’s controls.

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Know which page to use next

The wizard helps you configure the workspace. Readiness checks whether it can produce assessments. The first-assessment journey teaches you to interpret a result. Workspace health helps you keep collection, coverage and follow-up work current. Your checkpoint: you know which connections and clients you have configured, what still needs attention, and which standard you will assess first. Continue with Your first client assessment, or use Workspace health to investigate an existing workspace.