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Getting started with Graften

Basics

Graften is organised around clients — everything else (assets, risks, change requests, audits, quotes) hangs off a client record. If you're setting up for the first time:

  1. Add your first client under Clients — even your own MSP business can be added as a "self" client if you want Graften to track your own internal environment too.
  2. Run an InfraAudit against that client once you've connected at least one data source (Microsoft 365, Azure, AWS, Google Cloud, Alibaba Cloud, or an on-prem agent) — this is what populates most of the platform's other views (Risk Register, Patch Dashboard, asset inventory) with real data, rather than empty states.
  3. Invite your team under Settings → Users — admins can invite teammates as either subscriber_admin (full access) or subscriber_user (no user management or billing access). Invited users get an email with a secure link to set their own password; nothing is ever emailed in plaintext.

Most tools in the sidebar will show a genuinely empty state (not fake demo data) until a client has real audit/asset data behind it — that's intentional, not a bug, so you're never looking at numbers that don't reflect reality.

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