> For the complete documentation index, see [llms.txt](https://cortex-docs.paloaltonetworks.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cortex-docs.paloaltonetworks.com/cortex-xsoar-8-saas/multi-tenant/onboard-cortex-xsoar-multi-tenant/onboarding-checklist-for-multi-tenant-deployments.md).

# Onboarding checklist for multi-tenant deployments

We recommend that you review the following steps to successfully deploy and onboard Cortex XSOAR.

This checklist enables you to get up and running a multi-tenant deployment. After onboarding, you should configure Cortex XSOAR to suit your needs. For more information, see [Configure Cortex XSOAR](/cortex-xsoar-8-saas/configure-cortex-xsoar/engines.md).

| STEP                                          | DETAILS                                                                                                                                   | SEE MORE                                                                                                                         |
| --------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| Step 1. Activate Cortex XSOAR multi-tenant    | <ul><li>Activate Cortex XSOAR in Cortex Gateway</li><li>Enable access to Palo Alto Network resources</li></ul>                            | [See topic](/cortex-xsoar-8-saas/multi-tenant/onboard-cortex-xsoar-multi-tenant/step-1.-activate-cortex-xsoar-main-tenant.md)    |
| Step 2. Create a Child tenant                 | Create and activate a child tenant in Cortex Gateway.                                                                                     | [See topic](/cortex-xsoar-8-saas/multi-tenant/onboard-cortex-xsoar-multi-tenant/step-2.-create-a-child-tenant.md)                |
| Step 3. Allocate incident retention licenses  | If you have incident retention licenses available, assign one or more incident retention licenses to the child tenant.                    | [See topic](/cortex-xsoar-8-saas/multi-tenant/onboard-cortex-xsoar-multi-tenant/step-3.-allocate-incident-retention-licenses.md) |
| Step 4. Set up an engine (optional)           | Use an engine for load balancing and proxies.                                                                                             | [See topic](/cortex-xsoar-8-saas/multi-tenant/onboard-cortex-xsoar-multi-tenant/step-4.-set-up-an-engine.md)                     |
| Step 5. Set up a remote repository (optional) | Set up a dev/prod environment using an in-built or private remote repository.                                                             | [See topic](/cortex-xsoar-8-saas/multi-tenant/onboard-cortex-xsoar-multi-tenant/step-5.-set-up-a-remote-repository.md)           |
| Step 6. Set up users and roles                | Set up users, roles, user groups, and user authentication.                                                                                | [See topic](/cortex-xsoar-8-saas/multi-tenant/onboard-cortex-xsoar-multi-tenant/step-6.-set-up-users-and-roles.md)               |
| Step 7. Install and configure content         | Install content packs and configure integrations for your use cases. Relevant for all environments.                                       | [See topic](/cortex-xsoar-8-saas/multi-tenant/onboard-cortex-xsoar-multi-tenant/step-7.-install-and-configure-content.md)        |
| Post-deployment                               | Configure user notifications and customize system emails. Configure security settings and system settings. Relevant for all environments. | [See topic](/cortex-xsoar-8-saas/onboard-cortex-xsoar/post-deployment.md)                                                        |


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