Security Onboarding Checklist
Configuration and Incident Data Collection.
1. Contact & Incident Reporting
Primary contacts for service delivery and the 24/7 alert list.
Primary Point of Contact (POC)
Name
Company
Title
Email
Work
Mobile (Optional)
Alert Follow-Up Contact(s) – 24/7 (Minimum two required)
Add Additional Alert Contact
Authorize MSSP to take containment/remediation actions if unreachable during an active, high-severity incident (Recommended).
2. Incident Escalation Path
Define the tiered contact order for security incidents. Level 1 is the lowest/initial notification.
Level
Name
Role/Title
Phone(s)
Email
#1
#2
#3
Add Escalation Level
3. Environment Overview
Number of Workstations
Number of Servers
Operating Systems Present (Select all that apply)
Windows 11
Windows 10
Server 2022
macOS
Ubuntu LTS
RHEL
Debian
Other (Specify in notes)
4. Sites & Network Prerequisites (NTA)
Provide details on site locations and network readiness for monitoring.
Total Number of Sites
Per-Site Checklist (Key Sites)
Site Name
IPs .195–.200 (Y/N)
iDRAC Port (Y/N)
Mgmt Port (Y/N)
SPAN Notes (VLANs, Setup)
Add Site Row
5. Core Security Products
Primary **Firewall** Product
Primary **EDR** Product
6. Critical Business Applications
List applications vital to business operations.
Application
Purpose
Hosting
Owner
Criticality
SSO/MFA
Add Application
7. Security Policies & Compliance
Frameworks in Scope
8. Access Provisioning Status
Confirm which critical administrative access accounts have been provisioned for the security team.
Microsoft 365 / Azure Global Admin
Yes
No
Active Directory Domain Admin
Yes
No
Rapid7 Service Account
Yes
No
Local Admin (Azure/Entra-only)
Yes
No
Firewall Administrative Access
Yes
No
EDR Admin/API Access
Yes
No
9. Pre-Kickoff Confirmations
Final confirmation that all necessary prerequisites are complete before kickoff.
Completed scoping form
Confirmed IP availability .195–.200
Per-site confirmation of NTA prerequisites
Firewall product provided
EDR product provided
Access requirements provisioned
Password
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Password
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Submit Security Onboarding Form