Feature/Automated Onboarding

Automated Onboarding

Fast setup. Less recurring SAT admin.

Use automated onboarding, learner enrollment, reminders, escalations, and reporting to reduce the recurring SAT admin work that slows MSP teams down.

See pricing
Built for MSP-led security awarenessAU Cyber5G NetworksTechSpecialistEverNimbleGivIT
10 min
To deploy across every client
Auto
Enrollment, reminders, and reporting
Less
Recurring campaign and reporting admin
3-click
Add a new subclient — done

The time drain

SAT was supposed to be automated. In practice, it still creates recurring admin work.

MSP teams still lose time to user provisioning, chasing completions, generating reports, and prepping for QBRs. DefendWise is built to reduce that recurring admin loop.

How it works

Set it up once. It runs itself forever.

One-click M365 OAuth

Consent once, your MSP tenant and every subclient tenant syncs. Users pre-enroll based on role and department.

Smart reminders

AI-tuned reminder cadence. Learners overdue? Escalation email at day 3, manager CC at day 7, PSA ticket at day 14.

Campaign scheduling

Set training calendars per subclient or globally. Monthly phishing simulations, quarterly compliance refreshers, ad-hoc crisis content — scheduled.

Policy templates

Define once at the MSP level. New subclients inherit. Override per tenant for vertical-specific rules (healthcare, finance, legal).

See it live

Ten minutes. No exaggeration.

An illustrative deploy flow for MSP teams. Timing varies by tenant complexity, directory access, and rollout scope.

Deploy timeline10:00
0:00Connect Microsoft 365
One-click OAuth consent
2:30Auto-import 3,241 users across 48 tenants
Directory sync detects subclients
5:00Apply white-label brand
Logo, colors, custom domain
7:30Launch first campaign
AI picks 3 starter modules by role
9:30Enrollment emails send
Branded as your MSP
10:00Dashboard live — you're done
Reports scheduled. Reminders on autopilot.
The automated rollout helped us keep training moving without the usual spreadsheet-and-reminder loop.
T
TechSpecialist
MSP — Australia

Questions about this feature

M365 sync, brand setup, first campaign launch, and enrollment emails going out. You’re watching completion stats scroll in while you finish your coffee.

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