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MSP service delivery 9 minute read Lesson 18 of 19

Create and run an MSP workspace

Set up the partner, team and separated customers, then operate the portfolio consistently.

MSP
Complete this lesson, then continue through the system0 of 19 completed

Outcome

Manage multiple customers without mixing identities, evidence or permissions.

Where to find it

Partner Portal > Operations Dashboard

Start here

Complete guide to Create and run an MSP workspace

When you do this

Use the MSP workspace when your company manages networks for separate paying customers and needs portfolio operations, team roles, service requests and branded proof of work.

What this means

The MSP workspace is a partner-level operating environment. Each customer is an isolated security boundary containing its own sites, client access, service history, approvals and reports.

Before you start

  • The legal and brand identity of the MSP.
  • A named workspace Owner and the team members who need access.
  • The customer list, service packages and which operators serve each customer.
  • A commercial plan with enough managed-site allowance.

Do this step by step

  1. 1Complete the launch checklist for brand, service package, client access and billing readiness.
  2. 2Create each customer before connecting its sites or inviting client users.
  3. 3Assign Owner, Admin, Operator and Viewer roles according to responsibility.
  4. 4Use Operations Dashboard and Portfolio intelligence to prioritize verified customer impact.
  5. 5Manage requests in Service and publish branded proof through Reports.

How to know it worked

Every site belongs to the correct customer, restricted team members see only assigned customers and the workspace can produce a customer-specific service record.

If it does not work

  • If a site appears under the wrong customer, stop work and correct the boundary before any action or export.
  • If an Operator sees too much, review role and customer assignments.
  • If MSP inclusions cannot load, retry and confirm the commercial entitlement service is available.

Important

Customer separation is a security control, not only an organizational label. Confirm customer and site before every action, approval and export.

What you will see on this page

These are the exact AXORIK sections to look for. Read them in the order shown unless the complete guide directs you to a specific finding.

1

Operations Dashboard

Sorts every managed site by severity and shows devices, open alerts and current health.

2

Portfolio intelligence

Combines needs-attention items, service requests, client approvals, verified recoveries and estimated operator time returned.

3

Customers

Creates the customer boundary, lists its sites and shows whether its branded client portal is active.

4

Service

Keeps every client request in one accountable queue with priority, owner, status and private team notes.

5

Reports

Generates branded evidence packs, schedules delivery and keeps report history by customer and site.

6

Team

Controls Owner, Admin, Operator and Viewer access, including customer assignments for restricted roles.

7

Billing

Shows the MSP commercial plan, portfolio allowance and billing state for workspace owners.

Recommended workflow

Follow these steps in order. If a step is blocked, resolve it before moving to the next one.

1

Finish the launch checklist

Complete brand, service package, client access and billing so the workspace represents a sellable managed service.

2

Create each customer first

Open Customers and establish the customer boundary before adding sites, users, reports or approvals.

3

Connect and triage sites

Use Operations Dashboard and Portfolio intelligence to start with the customer that has the highest verified impact.

4

Assign accountable service

Route client requests in Service and restrict Operators or Viewers to their assigned customers in Team.

5

Prove recurring value

Generate or schedule Portfolio reports that show reliability, security, performance, recoveries and completed work.

Safety and interpretation

  • A customer organization is a security boundary.
  • Owners and Admins have workspace-wide access.
  • Operators and Viewers should receive only the customers they serve.
  • Confirm customer and site before every action, approval or export.

AXORIK Essentials lesson 18 of 19

Can you now explain when and why to use this feature?

Mark it complete only when you know where to find it, what its main sections mean and what the safe next step is.