After you set up your MSP Admin portal, you'll be able to create new customers, customer groups and campaigns. Before you can do this, however, customer activation must take place. There are three components to this, which are described below.

  • Adding Users and Active Directory Synchronization: This is a mandatory first step, as when customer admins add users to their portals, they must give consent for Active Directory Synchronization to take place. Admins are automatically prompted to do this when it's required.

    If a customer does not want to provide admin consent or does not have auto sync in place, they can create users manually or import users in bulk with a CSV file.

  • Enable User Authentication: Customers can have their users authenticate with Single Sign On (SSO) or they can provide users with a login ID and password.

  • Graph API: As an option, Microsoft Graph API can be used to automatically synchronize customers' users on their active directory structure with the SafeTitan portal. It eliminates the need for any email trust-listing, as it automatically sets up the delivery of emails from the SafeTitan portal to your users' inboxes.


When you begin to set up your MSP Admin portal, you'll be prompted to choose how you want your customer activation to proceed. This is described in Set Up your SafeTitan MSP Admin Portal.

As an MSP admin, you may need to add users to your own portal. For further details on this, refer to Getting Started on Your SafeTitan Customer Admin Portal.