Set up your Outpost

The first time you open a new Outpost console, a wizard called Set up your Outpost walks you through five steps: your password, the compliance frameworks you need to meet, network discovery, your team, and the agent installer. When you finish, the rest of the console opens. Only the password is required, and you can skip every other step and come back to it later.

Before you begin

• You have created your Outpost account in the Outpost portal. The portal sends you to your new console with a single-use link that signs you in. See Account and billing.
• You are the owner. The wizard opens for anyone who holds client:manage, which among the built-in roles only the owner holds. Other people who sign in before setup is finished go straight to the console.
• The single-use link works once. If you close the tab before you set a password, use Email me a sign-in code instead on the sign-in page to get back in.

Note

Until setup is finished, every console page sends the owner back to the wizard. After you finish, the wizard cannot be opened again. Each step’s setting is changed later on the page that owns it.

Step 1: Password

1. On Choose your password, enter a password in Password. It must be at least 12 characters. Outpost checks it against known breached passwords.
2. Enter it again in Confirm password.
3. Select Set password.

This step cannot be skipped. If you reload the page after setting a password, the wizard resumes at step 2.

Step 2: Compliance

On Which frameworks do you need to meet?, select every framework that applies to your organization. Each one assigns its built-in baseline profile to your whole organization. That profile sets the defaults Outpost applies, and the settings your own profiles are not allowed to weaken.

Framework	Status in the wizard
SOC 2	enforced
HIPAA Security Rule	enforced
CJIS Security Policy	enforced
PCI DSS 4.0	enforced
NIST SP 800-171	enforced
NIST SP 800-53 Rev 5	enforced
CMMC Level 2	enforced
ISO/IEC 27001	enforced
CIS Benchmarks	recorded only

CIS Benchmarks ships no content, for licensing reasons, so selecting it puts nothing in force.

1. Select the frameworks you need.
2. Select Continue, or Skip for now to choose none.

You can change your frameworks later under Profiles. See Profiles and Compliance.

Step 3: Network discovery

On Find the devices on your networks, choose whether your agents list the other devices on the networks they sit on: computers without an agent, printers, phones, and network gear. Outpost then suggests the computers that could take an agent.

Agents read what their own network tables already hold, and one agent per network runs a slow, rate-limited scan. Device details stay in your Outpost.

1. Select Allow to turn discovery on, or Skip for now to leave it off.

You can turn discovery off later under Profiles.

Step 4: Team

On Invite your team, invite the people who need to sign in to the console. There are no per-user fees.

1. For each person, enter their email address and, optionally, their name.
2. Choose a role: Field Technician, Support Rep, Support Manager, or Accounting. See Roles and permissions.
3. Select Add another for more rows.
4. Select Send invitations, or Skip for now.

Each row then shows emailed when the invitation was sent by email, link only with the invitation link when it could not be emailed, or failed. Pass a link only invitation on yourself.

Note

Home Lab allows 1 console user and Essentials allows 3. Pending invitations count toward the limit. See Plans and limits.

Step 5: Agents

On Install the agent, download an installer to enroll your first endpoint.

1. Select the installer for your platform: Windows installer, Linux (x86-64), Linux (arm64), FreeBSD (x86-64), FreeBSD (arm64), OpenBSD (x86-64), or OpenBSD (arm64). macOS installers appear here when your Outpost offers them.
2. Keep the installer and the configuration file it comes with together. The configuration file points the agent at your Outpost.
3. Select Finish setup.

You can download installers at any time under Endpoints. See Install and enroll the agent.

Verify

After Finish setup, the console opens with the full navigation rail, and opening any page no longer returns you to the wizard. Open Settings > Team to check that the people you invited are listed with the status invited.

Next steps

• Set your support contact before you send installers to end users.
• Configure outgoing email so invitations and alerts are delivered.
• Manage your console account with two-factor authentication.