Auth0 Tenant Hardening and Client Handoff (Delivery)

Auth0 Tenant Hardening and Client Handoff (Delivery)

1. 01

   Create a dedicated tenant per client in the Auth0 Dashboard and confirm the plan tier before any configuration

   A separate tenant keeps client user data and logs isolated. Essentials at $35 monthly covers up to 500 monthly active users with Pro MFA and role-based access control per organization, so match the tier to the client's expected MAU ceiling rather than starting on Free and migrating later.

2. 02

   Configure the Universal Login experience with the client's branding and disable unused connection types

   Under Branding, apply the client logo and colors to Universal Login. In Authentication > Social, keep only the connections the client actually uses (the Free tier allows unlimited social connections, so the risk is leaving dormant ones enabled, not cost).

3. 03

   Enable MFA and passwordless options in the Authentication policies

   Turn on Pro Multi-Factor Authentication where the client handles sensitive data. Passwordless login is available on all tiers, so decide with the client whether email magic links or social login replace passwords for their end users before writing the integration guide.

4. 04

   Define roles and permissions for each user group the client described

   Use Role-based Access Control per Organization to map the client's admin, staff, and customer groups to scoped permissions. On Essentials the tenant supports 10 Organizations, which is enough for most B2B SaaS clients but should be checked against their customer count before signing a retainer.

5. 05

   Integrate the SDK into the client application and test the full login, logout, and token refresh path

   Auth0 publishes SDKs and quickstarts for 30+ frameworks. Run the pilot against a staging application first, then verify session expiry and permission checks before promoting the configuration to the production application.

6. 06

   Review tenant logs and set up monitoring alerts before go-live

   In Monitoring > Logs, confirm successful and failed login events are captured. Agree with the client on who receives anomaly alerts, since a silent authentication failure on a client portal is the kind of incident that ends a retainer.

7. 07

   Export configuration and hand off credentials with a written runbook

   Document tenant name, plan tier, enabled connections, role definitions, and the support escalation path. Deliver admin access to the client's named owner and keep agency access scoped, so the handoff is clean if the engagement ends.