MSP · MSP & Multi-Client
The MSP workspace
Switching between your org and managed clients.
4 min read
If your organisation manages other companies' IT, it's an MSP workspace. The MSP group in the sidebar holds Fleet and Clients, and shows while your MSP workspace is selected (switch into a client and it hides). My queue, the cross-client work list for owners, admins and techs, sits near the top of the sidebar under Home — see "My queue". Fleet is your cross-client overview — managed client count, devices, unused seats, recoverable spend, a needs-attention list and a per-client health table — for owners, admins and read-only Users (narrowed to their assigned clients); techs work client by client and don't see it. Fleet needs the Growth plan or above. Each client's own data still lives in its own isolated organisation; Fleet is a read-only rollup across them.
- 01
Set up your MSP workspace
On Growth or above, open MSP → Clients, choose an organisation you own and select Make this my MSP workspace. Its people become your staff, and Settings → Members switches to the staff roles (Admin, Tech, User) with per-client access. Roles aren't remapped, so check them: a read-only Member becomes a Tech, who can edit the workspace's own data. While no clients are linked, the owner can undo it with Convert back to a regular organization.
- 02
Switch between workspaces
Use the workspace switcher at the top of the sidebar (⌘O / Ctrl+O; on a phone it's the workspace name in the top bar) to jump between your MSP organisation and any client you have access to — each one has its own Hardware, Licences, Certificates and People, scoped to that client only. The list is searchable, shows each workspace's open alerts, and the star makes one your default. Switching takes you to that workspace's Home. A calendar event opens its item in the right client, and a link from an alert email opens in the workspace the email was sent for, whatever you have selected; when you jump from your workspace into a client, Back returns you to where you were.
- 03
Check the Fleet dashboard
MSP → Fleet rolls up devices, seats and recoverable spend across every client and your own workspace, with a per-client table (Health, Devices, Retiring, Spares, Seats, Waste / mo, Security, Renewals) you can click into. Spares counts the devices on each organisation's shelf — never part of Devices — and a dash means spares tracking is off there; click a number to open that client's Spares page. Needs attention lists the same alerts as the Alerts page, grouped by client and rule, most severe first. Upcoming renewals shows what falls due inside each client's own lead time, and Security posture ranks clients by Secure Score. Once a client (or your workspace) is connected to Microsoft 365, you can switch between Microsoft 365 only and All items at the top; the Waste report downloads from the page. Each unused seat is priced one way everywhere — Fleet, the client's Licence Dashboard and the License Utilization report: the licence's own cost (its cost for all seats ÷ seats, per month) first, then what you pay per seat for that Microsoft SKU under License costs (owners and admins set these), then Microsoft's list price as an estimate marked ~. Recoverable spend is split into what you can reduce now (monthly terms) and what waits for the next renewal (annual terms, which Microsoft lets you reduce only in the 7 days after renewal; a licence with no term set is counted here too and the tooltip says so).