Onboarding
Structured onboarding
DeskBridge onboarding captures the information needed to quote accurately, understand the client environment and create controlled users, access boundaries and support records.
Before onboarding
- Confirm package scope, users, roles and authorised approvers
- Confirm identity, MFA, mail, domains, distribution groups, catch-all and archive monitoring choices
- Confirm applications, data classes, storage, backup, retention, legal hold and support requirements
- Confirm endpoint survey consent, metadata-only collection, temporary support access and cleanup expectations
- Confirm offboarding owner, review cadence, go-live dates, blackout dates and quote assumptions
Discovery and computer check
Where a technical site survey is required, DeskBridge uses a controlled one-link model: the client opens a DeskBridge survey link and runs a branded computer check during an agreed window.
The computer check is metadata-only. It inventories systems, applications, storage paths, dependencies, security state and risks; it collects system metadata for design evidence while protecting document contents, passwords, MFA secrets, private keys, email bodies and banking data.
Endpoint discovery is evidence for solution design, governed approval to provision. Manual decisions on users, applications, display, storage, mail, security, support, commercial scope and go-live must be complete or recorded as approved exceptions before enrolment.
Production boundary
The standard onboarding route is delivered through DeskBridge review, operator-led discovery and, where useful, the one-link computer check. The automated survey is run under controlled conditions with client consent, HTTPS delivery, package verification, unique tokens, monitoring and signed release handling.
Next step
Plan the right workspace
Tell us the team size, access risks, applications, support expectations and audit requirements. DeskBridge will map the right package before deployment.