Step 1: Access SaaS Protection from the Partner Portal
Log in to the partner portal.
In the Quick Start menu, locate the Data SaaS Protection tile.
Click Manage underneath the tile.
You will be taken to the SaaS Protection Status page.
Step 2: Add a New Organization
Click Add Organization.
Choose either:
An existing organization, or
Create New Organization.
Select Create New Organization.
Enter a name for the organization (e.g., New Client).
Step 3: Configure Basic Settings
Select the Data Region (e.g., USA).
Choose the Product to Back Up (e.g., Microsoft 365).
Step 4: Select Commitment and Retention
Choose the appropriate Commitment Term (e.g., K365 User).
Select the Retention Period (e.g., Infinite).
Note: Commitment terms and retention periods may vary depending on client requirements.
Step 5: Choose Management Type
Select one of the following management options:
Partner Managed
The partner/MSP manages the organization.
Client users can also be added.
Organization Only (Client Managed)
Only the client can access and manage the account.
Step 6: Provide Microsoft 365 Credentials
Indicate whether you have Global Administrator credentials for the Microsoft 365 tenant being protected.
If available, select Yes.
Step 7: Configure License Management
Choose how licenses will be handled:
Auto-add new users upon onboarding.
Manually select users after setup.
(Optional) Enable a License Cap to limit the number of licenses consumed during onboarding.
This limit can be increased later if needed.
Select whether you want to back up online services.
Step 8: Review and Confirm
Review the summary page showing all selected options.
Confirm the details are correct.
Select I Agree.
Click Add Organization.
Step 9: Grant Microsoft Permissions
You will be prompted to log in to Microsoft 365.
Sign in using Global Administrator credentials.
Review the permissions requested by the Backup application in Microsoft Entra ID.
Click Accept to grant permissions.
Step 10: Confirm Successful Onboarding
Once permissions are accepted, onboarding will complete successfully.
Use the search function to find the organization you created (e.g., New Client).
You can now:
Access backups
Manage users
Adjust settings as needed
Video Transcript:
To onboard a new SaaS protection client from the partner portal, we'll want to select the manage option underneath the data SaaS protection tile in the quick start menu. From there, it'll take us to the SaaS protection status UI where we'll select add organization. From here, this will allow us to select either an existing organization or create a new one. In this case, we're going to create a new one and just name it new client.
We'll select the data region. In this case, I'm selecting USA and which product to back up, which in this case is Microsoft three sixty five. From here, we'll select commitment terms. In this case, I'll be selecting k three sixty five user and a retention period of infinite.
However, this can vary depending on the requirements of the client and what you want to select. From here, we can either select partner or organization managed.
Partner managed allows the partner or MSP to manage the organization for the client. Additionally, users from the client can be added. Or organizational only, which only allows the client to access the account. Then select whether or not we have global administrator credentials for the m three sixty five tenant we're protecting.
In this case, we do have those credentials. License management, whether or not we want to auto add new users and auto add users once the account is onboarded, or allow us to select them manually once the account is set up. Additionally, you can enable a license cap, which limits the number of licenses that can be consumed when the account is onboarded. This can always be raised in the future and whether or not we wanna back up online.
From here, we then have the overview of all the options we selected, and we have reviewed those and select I agree, and then select add organization. This will now prompt us with an m three sixty five login, which gives permission to the back upify app in Entra. Here, we're presented with all the permissions that are required by the application.
Click on accept. Once completed, onboarding will be successful. Just like that, our client is now onboarded. We can search for the organization we created called new client, and we can then access their backups and manage from there.
Video Link: https://helpdesk.kaseya.com/hc/en-gb/articles/44399765928209-SaaS-Protection-Onboarding-a-new-SaaS-client