Onboarding

Streamline client onboarding with guided workflows and bulk endpoint enrolment.

Overview

The Onboarding module provides a structured, repeatable process for bringing new clients (or new sites) into Xcellerate RMM. Instead of manually creating groups, deploying agents, and configuring policies for each new client, you define an onboarding template once and reuse it.

Each template captures the full set of setup tasks: tenant creation, group structure, policy assignments, agent deployment method, initial scan schedules, and welcome emails. When you onboard a client, a wizard walks you through the template and tracks progress step by step.

The onboarding wizard showing progress through template steps

Key concepts

Onboarding template — a saved blueprint that defines the steps, groups, policies, and configurations for a new client setup.
Onboarding wizard — a guided, multi-step form that walks you through the template, pre-filling defaults and tracking completion per step.
Bulk enrolment — install the agent on many endpoints at once using a deployment script, GPO, Intune, or a downloadable installer with a pre-configured server URL and tenant key.
Tenant key — a unique token generated for each client/tenant. The agent uses this key to register itself under the correct tenant during installation.
Welcome pack — an optional auto-generated email or PDF sent to the client containing login credentials, agent installers, and a quick-start guide.

Step-by-step walkthrough

Create an onboarding template

Go to Onboarding → Templates → New template. Give it a name (e.g. "Standard MSP client") and add steps: create tenant, create default groups (Servers, Workstations), assign patch and monitoring policies, generate agent installer, send welcome pack.

Start a new onboarding

Click Onboarding → New onboarding. Select a template, enter the client name, primary contact email, and any custom fields. The wizard opens with all template steps pre-loaded.

Walk through the wizard

Complete each step in order. The wizard pre-fills defaults from the template — you just review and confirm. Steps like "create tenant" and "generate installer" are executed automatically; others (e.g. sending the welcome pack) may require your approval.

Deploy agents in bulk

At the agent deployment step, the wizard offers several methods: download a pre-configured installer (EXE or MSI), copy a PowerShell one-liner for GPO deployment, or generate an Intune-compatible package. All include the tenant key automatically.

Track onboarding progress

Go to Onboarding → Active to see all in-progress onboardings. Each row shows the client name, template used, steps completed, and any steps that need attention.

The bulk enrolment options including installer download and PowerShell one-liner

# Example: one-liner for bulk agent deployment via GPO
Invoke-WebRequest -Uri "https://your-server/agent/install?key=TENANT_KEY" -OutFile "$env:TEMP\xcellerate-agent.msi"
Start-Process msiexec.exe -ArgumentList "/i $env:TEMP\xcellerate-agent.msi /qn" -Wait

Tips & best practices

Create separate templates for different client sizes or verticals (e.g. "Small office — 10 endpoints" vs. "Enterprise — 500+ endpoints").
Include a "verify agents reporting" step at the end of every template — it's easy to miss devices that failed to install.
Use bulk enrolment scripts with GPO or Intune whenever possible — it's much faster than manual installs.
Send the welcome pack to the client's IT contact so they know how to reach you and what to expect.
Review completed onboardings periodically to refine your templates based on lessons learned.

You can duplicate an existing template and modify it — much faster than creating one from scratch for each variation.

Network infrastructure & IPAM+

Plugin framework