Onboard a first tenant

  1. Establish the GDAP relationship in Partner Center first. PatchPilot can’t create this relationship — the MSP requests it and the customer approves it in Microsoft Partner Center, outside PatchPilot entirely. See Known Issues.
  2. Once the relationship is active, open Settings > Tenants and click Discover (or the page-level re-probe action) to have PatchPilot pick up the new tenant.
  3. Confirm its Consent column reads Active and its Reachability column reads Reachable. If Reachability shows Needs consent, the customer’s admin consent for PatchPilot’s app registration is still outstanding — see App Registration.
  4. The tenant starts read-only. Leave it that way until you’ve reviewed its data; opt in write access explicitly on the same Tenants row when you’re ready to dispatch remediations against it.
  5. Switch the tenant selector to the new tenant and check Setup > Setup Health > Readiness — this confirms the tenant is actually synced (Defender onboarding present, latest sync succeeded), not just reachable.
  6. From here, the Dashboard for that tenant should populate on the next scheduled sync. Continue to Remediate a vulnerability.
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