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Quickstart

This guide gets a new workspace from zero to the first snapshot.

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1. Create a workspace

After sign-up, create a workspace from the onboarding flow. You will provide:

• workspace name
• optional URL slug
• usage type:
  • self for monitoring your own organization
  • msp for monitoring multiple client tenants

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2. Add your first Microsoft tenant

Go to: Settings -> Integrations -> Microsoft Then choose Add tenant and provide:

• tenant ID
• client ID
• client secret
• optional label

Driftmark validates the credentials immediately and stores the connection.

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3. Create a snapshot template

Still in the Microsoft integrations area, create a template that enables the controls you want to monitor. Templates define the scope of each snapshot. They also determine the Microsoft Graph application permissions your app registration must have.

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4. Assign the template to the tenant

Open the tenant configuration page and select the template in the Template section. Without a selected template, snapshot runs will be blocked.

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5. Run the first snapshot

From either:

• the Microsoft integrations page
• the tenant detail page

run a snapshot manually. Your first successful snapshot establishes the first historical record for that tenant. After that, later snapshots can be compared for drift.

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6. Review results

Open the snapshot to review:

• overview
• inventory
• drift status
• JSON export

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7. Configure ongoing automation

Once the first snapshot is working, configure:

• a snapshot schedule per tenant
• optional report schedules, if your plan supports them

This lets Driftmark continue collecting evidence and generating reports on an ongoing basis.