> ## Documentation Index
> Fetch the complete documentation index at: https://kb.mspprocess.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Go-live checklist

> Everything a new MSP sets up in Triggr Studio before clients use it, in order, with how to tell each step is done.

Work through these in order; each links to its guide. Organisation admins can track the first few on the Onboarding Dashboard (Beta): click Onboarding (β) in the top bar, or search for Onboarding with ⌘K once that link has gone.

<video controls preload="none" playsInline poster="/images/videos/studio-go-live.jpg" src="https://mintcdn.com/triggr/GxrCQFDFNLmEMyJ1/images/videos/studio-go-live.mp4?fit=max&auto=format&n=GxrCQFDFNLmEMyJ1&q=85&s=546e5734000c5b657c7156ea1eb47633" />

Your go-live checklist: the set-up order, where each step lives in Studio and how to tell it's done (1:28).

> [!TIP]
>
> If our team builds your workflows ([done for you](https://kb.mspprocess.com/studio/introduction.md#two-ways-to-use-studio)), you still complete this setup so they can run.

![The Onboarding Dashboard (Beta) with a Refresh All button and eleven numbered steps from Set Default Microsoft Connection to Deploy Desktop Agent, each showing Configured, Not Configured, a group count or a button.](https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/go-live-checklist/onboarding-dashboard.png?fit=max\&auto=format\&n=_d7ojda9vf8IHE31\&q=85\&s=793aa4c8ae6110c28408cca7d3164c7d)

| # | Set up | Where | Done when |
| - | - | - | - |
| 1 | [Invite your team](https://kb.mspprocess.com/studio/clients/team-and-permissions.md) | Your organisation's name > Manage > Members > Invite | Everyone who builds or approves is on Members |
| 2 | [Add your clients](https://kb.mspprocess.com/studio/clients/clients-and-variables.md) | Clients > New Client | Every business you support is on Clients |
| 3 | [Choose your defaults](https://kb.mspprocess.com/studio/clients/clients-and-variables.md#org-variables) | Onboarding (β), or Settings > Org Variables > Setup Wizard | `defaultMicrosoftConnection` and `defaultPSA` appear on Org Variables |
| 4 | Connect Microsoft: [GDAP](https://kb.mspprocess.com/integrations/microsoft-graph/gdap-service-account.md), [Individual Enterprise Apps](https://kb.mspprocess.com/integrations/microsoft-graph/sam.md) or [CIPP](https://kb.mspprocess.com/integrations/cipp.md) | Integrations | Configure Microsoft Connection Credentials shows Configured on the Onboarding Dashboard, and every client has a `microsoftTenantId` variable |
| 5 | Connect your PSA: [HaloPSA](https://kb.mspprocess.com/integrations/halopsa.md), [ConnectWise PSA](https://kb.mspprocess.com/integrations/connectwise-psa.md), [Autotask](https://kb.mspprocess.com/integrations/autotask.md) or [Syncro](https://kb.mspprocess.com/integrations/syncro.md) | Integrations | Every client is mapped on the integration's Client Mapping card |
| 6 | [Create approval groups](https://kb.mspprocess.com/studio/clients/team-and-permissions.md#group-your-approvers) | Settings > User Groups > New Group | Create Approval Groups shows at least one group |
| 7 | [Link your distributor](https://kb.mspprocess.com/studio/settings/distributors-and-licensing.md) (optional) | Onboarding Dashboard > Set Distributor and Link Distributor | Link Distributor shows Configured |
| 8 | [Brand your forms and add your domain](https://kb.mspprocess.com/studio/settings/branding-and-portal.md) | Settings > Branding | The domain shows Verified and Certificate shows Active |
| 9 | [Send email from your address](https://kb.mspprocess.com/studio/settings/sending-profiles.md) | Settings > Sending Profiles | A test email from a workflow arrives from your address |
| 10 | Deploy the desktop agent for clients with on-premises AD: [generate credentials](https://kb.mspprocess.com/desktop-agent/generate-credentials.md), then [install](https://kb.mspprocess.com/desktop-agent/install.md) | Clients > the client > Agent Credentials | The client's Agent Summary shows Online |
| 11 | Build and test your first [form](https://kb.mspprocess.com/studio/forms/introduction.md) and [workflow](https://kb.mspprocess.com/studio/workflows/introduction.md) | Forms and Workflows | A test run through Share Form > Impersonate shows Completed in Workflows > Executions |
| 12 | [Publish your portal](https://kb.mspprocess.com/studio/settings/branding-and-portal.md#lay-out-the-client-portal) | List on Homepage on each form, then Settings > Portal | `https://forms.yourmsp.com` lists your forms under your logo |
| 13 | Watch for failures: [debug a failed run](https://kb.mspprocess.com/studio/workflows/debugging.md) or send `execution.failed` to your PSA with a [webhook](https://kb.mspprocess.com/studio/settings/api-and-webhooks.md#add-a-webhook) | Workflows > Executions, or Settings > Webhooks | A named person is told about every failed run |

## FAQ

> [accordion] I can't see Onboarding (β) in the top bar
>
> It shows only to organisation admins, and only until a default Microsoft connection is set. Admins can still open it from ⌘K search.

> [accordion] Do I need Triggr Core set up too?
>
> No. Core and Studio share your sign-in, team, clients, branding and sending profiles. Core's request forms have their own domain setting.

> [accordion] Which PSA should I choose if mine isn't listed?
>
> Choose **Other**. Create Ticket and Log to Ticket work with Halo PSA, ConnectWise PSA and Autotask by Datto; with any other PSA, use its own [integration](https://kb.mspprocess.com/integrations/overview.md) actions.

> [accordion] Can I change the defaults later?
>
> Yes: run Setup Wizard again, or edit the variables on Org Variables. Steps use the new value from their next run.


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