Skip to content
Sign inBook a demo

MSP

Managing clients

Clients are the organisations your MSP supports. Each has its own isolated workspace.

Adding a client

  1. Go to MSP Portal.
  2. Click + New Client.
  3. Enter the company name, domain, primary contact, and select a plan.
  4. Click Create.

Assigning agents

Open a client → Agents tab → Assign Agent. Select from your agent pool. Agents only see tickets and KB articles scoped to their client.

Updating settings

Open a client → Settings tab to change the name, domain, plan, or contact details.

Deleting a client

Open a client → Settings tab → Delete Client. This removes all associated tickets and agents from that workspace. This action cannot be undone.