> ## Documentation Index
> Fetch the complete documentation index at: https://university.triggr-app.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add your clients

> Add the businesses you support, fix anything that stops a client being ready, and deploy the desktop agent where it's needed.

Clients you imported while [connecting Microsoft 365](/core/get-started/connect-microsoft-365) are already on Clients. The line above the table lists anything that stops a client being ready.

<Frame caption="Add your clients: adding one, fixing what isn't ready, the desktop agent and checking Microsoft access (1:27).">
  <video controls preload="none" playsInline className="w-full aspect-video rounded-xl" poster="/images/videos/add-your-clients.jpg" src="https://mintcdn.com/triggr/rFRD51HB_88hTzdJ/images/videos/add-your-clients.mp4?fit=max&auto=format&n=rFRD51HB_88hTzdJ&q=85&s=a02f06d4c1f96829e2f8208cc306b4a6" data-path="images/videos/add-your-clients.mp4" />
</Frame>

<Frame caption="Clients. Needs attention filters to clients with a gap.">
  <img src="https://mintcdn.com/triggr/MwzXHG3UWzFixdSz/images/core/add-your-clients/clients-page.png?fit=max&auto=format&n=MwzXHG3UWzFixdSz&q=85&s=b7232a36f1c0a83c645df9d621842756" alt="The Clients page with Connection Audit, Import and Add client buttons, a readiness summary line, and a table of clients with Environment, Agent, Microsoft and PSA columns." width="2190" height="1390" data-path="images/core/add-your-clients/clients-page.png" />
</Frame>

## Add clients

<Tabs>
  <Tab title="Import from Partner Center">
    With a GDAP connection, click **Import > Microsoft Partner Center**, tick the customers and click Import. Then click **Link all** on Clients to link them to GDAP.
  </Tab>

  <Tab title="Add one yourself">
    Click **Add client**. Enter the Primary domain and Core fills in the Microsoft tenant ID, which your public forms use to recognise the client's staff.

    <Frame>
      <img src="https://mintcdn.com/triggr/MwzXHG3UWzFixdSz/images/core/add-your-clients/add-client.png?fit=max&auto=format&n=MwzXHG3UWzFixdSz&q=85&s=1257751e99f891e68d9e671fc7a8ad18" alt="The Add a client dialog with Client name, Environment set to Cloud Only, an optional Primary domain and an optional Microsoft tenant ID." width="768" height="858" data-path="images/core/add-your-clients/add-client.png" />
    </Frame>
  </Tab>
</Tabs>

Choose Cloud Only for Microsoft 365-only clients. The On-Prem options are for clients with on-premises Active Directory and need the [desktop agent](#deploy-the-desktop-agent); choose synced when AD syncs to Microsoft 365, so Core makes [user changes in AD](/core/reference/workflow-catalogue#clients-with-on-premises-ad).

## Fix what's not ready

Click a client. Readiness shows a button for each gap: Link to GDAP, Add tenant ID, Approve access (per-client app, as the client's admin) or Map to *your PSA*. Under Details, fields save as you leave them, and Look up from domain fills in the tenant ID.

<Frame>
  <img src="https://mintcdn.com/triggr/MwzXHG3UWzFixdSz/images/core/add-your-clients/client-drawer.png?fit=max&auto=format&n=MwzXHG3UWzFixdSz&q=85&s=58abdcdea37d00b0c35612228358b91a" alt="The Initech client panel with Readiness showing Microsoft Not linked with a Link to GDAP button and PSA Not mapped with a Map to Halo button, above the Primary domain, Microsoft tenant ID with Look up from domain, and Environment type fields." width="1344" height="1120" data-path="images/core/add-your-clients/client-drawer.png" />
</Frame>

## Keep an eye on Microsoft access

Core checks every GDAP client overnight. Click a client's Microsoft status to open GDAP health; Check now rechecks it, and Check all and Repair all above the table cover every client.

* Missing permissions or App not consented: click **Repair** (admins).
* Missing roles: add the role in Partner Center. See [Recommended roles](/integrations/microsoft-graph/recommended-roles).
* Expires in *N* days: extend the GDAP relationship in Partner Center. Expiring lists these clients.

<Frame>
  <img src="https://mintcdn.com/triggr/MwzXHG3UWzFixdSz/images/core/add-your-clients/gdap-health.png?fit=max&auto=format&n=MwzXHG3UWzFixdSz&q=85&s=15946d35b88336c73e7719d95c3f8efe" alt="GDAP health showing App not consented with Repair and Check now buttons, and checks for Microsoft sign-in, Graph permissions, Admin roles, GDAP relationship and Recent failures." width="1340" height="1050" data-path="images/core/add-your-clients/gdap-health.png" />
</Frame>

To test a client's access live, click Check permissions under Microsoft connection, or run [Connection Audit](/core/manage/gdap-alerts#check-microsoft-access-for-every-client) for every client.

## Deploy the desktop agent

Clients with on-premises Active Directory have an Agent section in their panel.

<Steps>
  <Step title="Generate credentials">
    Click **Generate agent credentials** and copy the Client ID and secret, then click Done — hide secret. The secret shows once; Regenerate replaces it and revokes the old one.
  </Step>

  <Step title="Install the agent">
    Run the [install script](/desktop-agent/install) as administrator on a domain-joined Windows server.
  </Step>

  <Step title="Check it's online">
    Click Refresh. The status should read Online; Never connected means the service hasn't reached Triggr yet, so check the script's output.

    <Frame>
      <img src="https://mintcdn.com/triggr/MwzXHG3UWzFixdSz/images/core/add-your-clients/agent-section.png?fit=max&auto=format&n=MwzXHG3UWzFixdSz&q=85&s=e2285a85e9e2a6721a75cc38e0b40d57" alt="The Agent section of a client panel showing an Online status, Last seen and Last authenticated times of 1 min ago, a Refresh button, and the Client ID with a Copy button." width="1310" height="460" data-path="images/core/add-your-clients/agent-section.png" />
    </Frame>
  </Step>
</Steps>

For a Cloud + On-Prem (synced) client, then set its OUs on the [On-premises AD card](/core/get-started/configure-user-onboarding#settings-for-each-client).

## Troubleshooting

<AccordionGroup>
  <Accordion title="“Couldn't find a Microsoft tenant for that domain”">
    Check the domain, or paste the tenant ID from the client's [Microsoft Entra admin center](https://learn.microsoft.com/en-us/entra/fundamentals/how-to-find-tenant).
  </Accordion>

  <Accordion title="“Couldn't link this client — add its Microsoft tenant ID first.”">
    Fill in Microsoft tenant ID under Details, then click **Link to GDAP** again.
  </Accordion>

  <Accordion title="“Your organisation isn't connected to Microsoft Partner Center”">
    On the Microsoft setup's Sign in step, click Sign in on Connect Partner Center, then click Try again on the import page.
  </Accordion>

  <Accordion title="“Triggr's Microsoft sign-in needs renewing — every client is affected.”">
    Click Renew, then Redo on Connect Microsoft Graph and Connect Partner Center, signing in as the service account.
  </Accordion>

  <Accordion title="A client's staff see “These requests aren't available”">
    The client's Microsoft tenant ID in Core doesn't match their account's tenant.
  </Accordion>
</AccordionGroup>

Next: [Share your forms](/core/get-started/share-your-forms).


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