1. Create or join a tenant
Hosted signup begins with email verification before operational access is active. If you were invited, use the account and tenant context from that invitation.
Getting Started
Bring the first endpoint online with the right scope.
Start in the portal, confirm the organization you are working in, and choose an enrollment path that matches the endpoint or host lane.
2. Check your role
Viewer can read. Operator can run endpoint actions. Admin can manage organizations and many operational settings. Owner can perform tenant-sensitive actions such as deletion requests.
3. Add organizations
Organizations scope endpoint visibility and action authority. Pick the target organization before copying bootstrap commands or linking guest stubs.
4. Enroll one endpoint
Use the portal's generated bootstrap command for the selected platform. The command carries enrollment context and lets the agent obtain its client certificate.
First endpoint checklist
- Use a current bootstrap command from the portal, not an old copied command.
- Install on a direct endpoint for direct-agent management, or on a Proxmox VE or Unraid host for host-observed guest inventory.
- Confirm the endpoint appears in the expected organization before running patch, script, terminal, reboot, or homelab actions.
- Use the operating-as role selector if you want to test lower-role behavior before giving access to another user.
Next: platform support
Check whether your endpoint belongs to a core direct-agent lane, a homelab host lane, a staged evidence lane, or future roadmap scope.
Next: installation
Review install notes for Windows services, macOS direct agents, Linux systemd agents, Proxmox VE hosts, and Unraid USB-boot hosts.