MSP · MSP & Multi-Client
Adding and managing client organizations
Provision a new client in minutes.
4 min read
Each client is its own fully isolated organisation. How many you can manage depends on your plan: none on Free or Starter, 5 on Growth, 15 on Business, 50 on Scale, and unlimited on Enterprise. The limit is checked whenever you add, link or import a client, and you can't downgrade to a plan with fewer clients than you manage; archived clients don't count. Everything on MSP → Clients is for owners and admins; techs and Users see a read-only list they can open clients from.
- 01
Open MSP → Clients
Shows your managed clients, how many you're using against your plan's limit ("N of M managed clients included in the Growth plan"), and which staff reach each client. Staff themselves — invites, roles and client access — are managed in Settings → Members.
- 02
Add, link or import a client
Add clients creates brand-new client organisations in three steps — Client names, Configuration, Review & create. Under Configuration you can start each client with a copy of your workspace's tags, custom fields, custom types and settings (report branding, contact details, currency, expiry window, device lifecycle, scheduled reports), the same for every client or customised per client. A client you create belongs to your MSP's owner. Link existing attaches an organisation you own yourself (not your first, billing workspace); you must also be an owner or admin of the MSP workspace, so an MSP can never absorb someone else's organisation. Import client creates a new client from an AssetSort export file — see "Exporting and importing an organisation".
- 03
Keep clients in line with your configuration
Apply configuration in a client's row menu copies your workspace's tags, fields, types and settings again. You see the changes first; missing items are added, the settings you tick are set to your values, and nothing is ever removed from the client.
- 04
Hand a client over
When a client takes its IT back, choose Hand over to the client in its row menu. If the client has an admin of its own (not one of your staff), pick them and choose Hand over now; otherwise enter the client administrator's email and choose Send hand-over invitation — that invitation is emailed for you, lasts 7 days and can be cancelled. When they accept, they become the owner: the organisation carries on as a standalone organisation with all its data, and your staff lose access.
- 05
Archive or delete a client
Archive client makes the client read-only, takes it out of your fleet and frees its slot on your plan; every admin is emailed. Read-only means exactly that, on every path: nothing in it can be added, edited, assigned, imported, invited, connected or synced, its alerts are frozen (not raised, cleared or triaged) and Apply configuration, hand-over and unlink are refused until it's restored. What still works: viewing everything, reports, Export data, Restore, and Delete permanently. For 30 days you can Restore it or Export data, then it's permanently deleted. On an archived client, Delete permanently skips the wait; it's open only to the MSP's owner, and for a client you linked, to that organisation's own owner. Export data in the row menu downloads a full export of one client at any time. If you archive the workspace itself, it can't take on new, linked, imported or restored clients until it's restored, so its own deletion date holds.