New Customer Setup
Portfolio / New Customer Setup
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9
JV
J. Virtanen
1 Tenant
2 Licenses
3 Provisioning
4 Email
5 Branding
6 Review
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Create Customer Tenant

Enter the basic details for this customer. The tenant will be provisioned instantly upon completion.

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Ops note: Use the customer's legal entity name — this appears on compliance reports and cannot be changed without contacting Hoxhunt support. The display name can be changed anytime.
Legal entity name. Used in reports and audit logs.
Shown in your portfolio dashboard. Optional.
Used to validate synced users. We check this domain is not registered to another organization.
This domain is already associated with an existing Hoxhunt tenant. Contact support if this is unexpected.
Optional. Add if the customer uses multiple email domains.
Determines data residency region (EU or US) and default language.
Simulations deliver during 8 AM–6 PM in this timezone. Critical: setting wrong timezone is a common setup mistake.
Default language for simulations and training. Per-user override available via IdP attribute.
For your own billing/project tracking. Not visible to end users.

Assign Product & Licenses

Select the product tier and allocate licenses from your pool for this customer.

Your License Pool
NordTech Solutions — Master Agreement NT-2024-001
84.6% allocated
Total Pool
5,000
Allocated
4,230
Available
770
770 licenses remaining. 2 other setups in progress may claim ~200 additional seats.
150 of 770 available licenses.
Exceeds available licenses. Reduce count or request additional licenses from Hoxhunt.
Hoxhunt Premium — Features Included
✓ Automated phishing simulations
✓ Adaptive difficulty per user
✓ Training course library
✓ Report button (Outlook + Gmail)
✓ Custom simulation templates
✓ Department-level analytics
✗ API access (Enterprise only)
✗ Advanced reporting (Enterprise only)

Configure User Provisioning

Choose how users will be synced into this customer's Hoxhunt tenant.

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Common mistake: Make sure you connect your customer's directory, not your own MSP directory. We'll validate synced emails against the configured domain meridianhealth.com and flag mismatches.
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Azure AD
SCIM / Entra ID
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Okta
SCIM provisioning
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Google Workspace
Directory sync
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CSV Upload
Manual import
Azure AD SCIM Setup
Complete these steps in your customer's Azure portal. Check each when done.
1. Copy the SCIM Tenant URL
Paste into Azure AD → Enterprise Applications → Hoxhunt → Provisioning → Tenant URL
https://scim.hoxhunt.com/v2/orgs/mhg-9f3a2 📋 Copy
2. Copy the Secret Token
Paste as the Secret Token. Expires in 180 days — you'll be notified 14 days before expiry.
hxt_scim_9f3a2_Kj82mNpQ•••••••• 👁 Reveal
3. Configure attribute mapping
Map: userPrincipalName → email, displayName → name, department → department, preferredLanguage → language
4. Assign the correct user group
In Azure AD, assign users/groups to the Enterprise Application. Only assigned users will sync.
5. Start provisioning in Azure
Click "Start provisioning" in Azure AD. Initial sync takes 20–40 min for large directories.
Sync Status
Waiting for initial sync from Azure AD...
Click "Test Connection" to verify your SCIM endpoint is reachable.

Configure Email Environment

Allowlist Hoxhunt so simulation emails reach user inboxes. This is the #1 cause of failed first campaigns.

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40% of first-time setups fail at this step. The most common cause is configuring only one email filtering layer when the customer has multiple (e.g., M365 + Mimecast). Complete every checklist item and run the delivery test before proceeding.
If the customer uses a third-party gateway, you must configure allowlisting there too.

Allowlisting Checklist — Microsoft 365

1. Add Hoxhunt sending IPs to Connection Filter
Exchange Admin → Mail Flow → Connection Filtering → IP Allow List
185.26.97.0/24, 185.26.98.0/24, 52.178.167.0/24 📋 Copy
2. Create Transport Rule to bypass spam filtering
Condition: sender IP in above ranges AND header X-Hoxhunt-Sim: true → Action: Set SCL to -1.
3. Add Hoxhunt domains to Safe Senders
Allow: *.sim.hoxhunt.com and *.training.hoxhunt.com
4. Disable Safe Links URL rewriting for Hoxhunt
Defender Safe Links rewrites URLs and can break click-tracking. Create an exception for Hoxhunt domains.
5. Deploy the Hoxhunt Report Button
Deploy via M365 Centralized Deployment or Intune. Verify it appears in users' Outlook ribbon.
📧 Email Delivery Test
Sends a test simulation and verifies delivery across all filtering layers.
No test sent yet. Configure the checklist above, then run this test.

Apply Branding

Customize how Hoxhunt looks to this customer's employees in training and simulation emails.

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Drop PNG or SVG here, or click to browse
Recommended: 200×60px, transparent background, under 500KB
Buttons and accents
We'll check contrast ratio. Minimum 4.5:1 against white text for accessibility.
Appears as the "From" name on simulation emails. Use something the customer's users will recognise.
Meridian Healthcare Group
Security Awareness Training

Welcome to your training portal. Complete the assigned modules to build stronger phishing awareness.

Start Training
Approximate preview of the end-user training interface with your branding.
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Want to co-brand with your MSP logo? Configure your MSP-level branding in Settings → MSP Branding — it will appear alongside each customer's logo.

Review & Create Tenant

Review everything below. You can modify any setting from the customer's detail page after creation.

Setup Readiness
4 of 5 ready
Ready Tenant information
Ready Product & licenses (150 Premium)
Ready User provisioning (143 users synced)
Partial Email delivery (1/2 tests passed)
Ready Branding configured
⚠️
Email delivery is partially configured. You can create the tenant now, but campaign launches will be blocked until email delivery passes verification (80%+ delivery rate). This is a safety gate to prevent wasted campaigns.
Configuration Summary
Organization NameMeridian Healthcare Group
Primary Domainmeridianhealth.com
Country / RegionUnited States (US data residency)
TimezoneAmerica/New_York (UTC-5)
LanguageEnglish
Product TierHoxhunt Premium
Licenses Allocated150 seats (from pool of 770 available)
User ProvisioningAzure AD SCIM — 143 users synced, 2 domain mismatches excluded
Email PlatformMicrosoft 365 (no third-party gateway)
Delivery TestPartial — 1/2 delivered (campaign launch blocked)
BrandingCustom — Meridian Healthcare logo + #0066CC
ReferenceNT-2026-0347