Liongard Smart Start Journey

Welcome to Liongard: Get excited! Automation is coming your way!

Welcome Aboard Email

Welcome to Liongard! You should receive an email from [email protected] Use the link in that email to set up a payment method. Entering your billing details will get your Liongard instance quickly provisioned. If needed, contact your Account Manager for support.

After you've entered your billing details, you'll receive an email with your credentials from [email protected] Check your spam!

Partner Kickoff Call

Meet with your Account Manager and Partner Success Coordinator to schedule your Smart Start Sessions.

Set up Account Details & Liongard Login

Log in to your Liongard instance to prepare for your Smart Start Sessions.



As a best practice, we recommend setting up your Liongard instance using Multi-Factor Authentication (MFA) for ALL users.

Set up Single Sign-on (Optional)

Liongard supports Single Sign-On via SAML 2.0. Setup documentation can be found here.

We’ll see you in your Smart Start Sessions!

Liongard's Smart Start Sessions 1-3 are 1:Many sessions where you will be able to engage with a Partner Success Engineer (PSE) and other partners onboarding Liongard!

Get Ready: Session 1

  • Create an API Key​ to connect Liongard to systems you may be using
  • Integrate with your PSA​ and/or Documentation Tool, if applicable
  • Set up configuration auto-updating​
  • Deploy an ​On-Premises Agents via the MSI Installer
  • Invite other System Admins into Liongard


Set Up Integrations

Prior to rolling out System Inspectors ensure you have set up your Integrations.

By importing and mapping all of your clients in Liongard, you will reduce the manual time it takes to get to reliable, automated documentation.

Your goal is to reach the number of Environments in your minimum commit to get the best bang for your buck!

Rev Up: Session 2

  • Deploy & activate Discovered Systems​

Ramp Up: Session 3

  • Deploy & activate Microsoft 365 Suite Inspectors

Roaring: Session 4

  • 1:1 session with your Partner Success Engineer
  • Review Automated Documentation
  • Setup and explore Actionable Alerts
  • Leverage Reporting & Metrics

Growing: Session 5

  • 1:1 session with your Partner Success Engineer
  • Deploy Additional System Inspectors
  • Final Check-in and graduate from Smart Start
  • Invite Other Users into Liongard
  • Account Management Checkpoint

Join our Liongard Lounge Slack Group

As a Liongard partner, you're invited to join our community on Slack!

Slack is a messaging app that allows you to interact with our partners and team. Drop your questions in the #onboarding channel to chat with our team. Join our Slack community now!

You can also join the Liongard Lounge in your instance under the Support dropdown.

Keep Roaring!

Become a Liongard Certified Professional with Liongard Academy.

Join our Continuing Education Sessions to get the most value from Liongard! Sign up HERE!

Stay Updated!

Catch us in our Monthly Feature Update Webinar each month. Register HERE!

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