Onboarding a client

Onboarding a client takes four steps. Most clients are fully onboarded in under an hour.

Step	What you do	Guide
1	Create the client and choose its standards	Create a client
2	Create an enrollment key	Enrollment keys
3	Install Lookout on each Windows device	Install Lookout · Deploy at scale
4	Connect the client's Microsoft 365 tenant	Connect Microsoft 365

Then verify the first scan.

Onboarding checklist

• Client created with the right standards
• Enrollment key created and stored in your password manager
• Lookout allowed by any application control (for example ThreatLocker)
• Lookout deployed to every Windows device
• Microsoft 365 connected, with Global Reader assigned for Exchange checks
• First results reviewed with the client
• Enrollment key revoked once rollout is finished