Managed Customers
As an MSP or agency, Managed Customers is where you see client organizations that delegated Site management to you.
What this page is for
Managed Customers is the provider view of delegation. Each row is a client org that either invited you or approved your access request. You work under their ownership and the permissions they granted.
Request access
Use Request access, enter the client organization ID or admin email, and select the permissions you need. The client sees the request under Service Providers and can Approve or Reject. Plan limits may cap how many managed customers you can hold.
- site.view — see client Sites in scope
- site.register — enroll new Sites for the client
- access.assign / access.revoke — assign or remove specialists
- site.health.view and audit.provider_scope.view — monitoring and scoped audit
After access is ACTIVE
- Open the customer to review permissions and Sites in scope
- Enroll a Site for the client when site.register is granted
- Assign individuals or provider groups when access.assign is granted
- Use the audit log for that customer relationship
If the client suspends or revokes
Suspend immediately stops effective access for your specialists while keeping assignments for a later resume. Revoke ends the relationship and cleans up delegated grants. Clients retain ownership of every Site.
This public guide explains the workflow. Environment-specific setup commands, connection details, and administrative controls are available inside the authenticated dashboard.