Set up your workspace

Complete these steps to get started with DSS.

  1. portal/login -> dashboard
  2. portal/onboarding -> first governed workspace
  3. purchase -> provisioned operator handoff
4Validated steps
24hEstimated time to first governed workspace

Build the path your team will actually use

This route should feel like a real first-run handoff: identity, tenant boundary, first integration, and team access in one progression.

Identity and boundary

Confirm tenant boundary, primary domain, and the identity provider that will own the workspace.

First governed flow

Choose the first Pick & Drop, MSPStudio, or Consensus workflow to make the workspace real.

Operator access

Invite the first operators and keep roles, downloads, and evidence on the same route surface.

Estimated time to first governed workspace4 / 4
1

Create your organization

Provide your company name and primary domain. This defines your workspace boundary.

2

Connect identity provider

Link Microsoft Entra ID or Google Workspace for SSO and automatic user provisioning.

3

Configure your first integration

Set up a Pick & Drop channel, MSP tenant, or Consensus policy to see the platform in action.

4

Invite your team

Add colleagues and assign roles. Governance policies apply from day one.

Onboarding · DSS Customer Portal