Setup guide

From first device to full setup

A practical route from one secure workstation to a complete, supportable business system.

Step 1

Start with the work

Choose a business-grade device around the applications, mobility and performance the work actually requires. Record who owns it, configure a separate user account and avoid building the business around a personal device.

Step 2

Secure the device

Turn on full-disk encryption, multi-factor authentication, managed endpoint protection, automatic updates and a protected administrator account before business information is added.

Step 3

Create the business identity

Use a company-owned domain, business email and managed Microsoft 365 or Google Workspace account. Keep ownership, recovery details and licences under business control.

Step 4

Connect and protect

Use reliable broadband, secured Wi-Fi and an appropriate firewall. Add secure remote access only where it is required and make sure cloud data has an independent backup.

Step 5

Make it repeatable

Document the device, accounts, licences, backup and support route. The same checklist can then be used for every new starter and location.

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