Platform / Client & staff portal
Client & staff portal
A branded front door for the people you serve. Clients see their own tickets, devices, and announcements without emailing your team to ask; staff get a self-service portal for the same. Agreement templates ship with electronic signing built in, so onboarding a new client or a new hire doesn’t require a separate e-sign tool.
Jordan M.
Client admin
Riley L.
Staff
Amara K.
Client admin
Illustrative preview — not live data.
What it does
- Client-facing portal: tickets, device inventory, and announcements, scoped per tenant
- Staff portal for internal self-service, separate from the client-facing view
- Electronic signing on agreement templates — no bolt-on DocuSign-style tool required
- Announcements and broadcast messaging to a client, a site, or everyone
- Every portal action is tenant-isolated by design — one client never sees another’s data
Other modules
Helpdesk & tickets
Email-to-ticket, SLA tracking, and device-linked history — the PSA your team lives in every day, with AI triage and drafting on top.
Asset & device management
Track every laptop, desktop, and mobile device through check-out, check-in, lifecycle, and warranty.
Endpoint management & RMM (UEM)
A native outbound-only agent for Windows and Linux — signed remote jobs, patch deployment, and remote control — plus Jamf, Intune, NinjaOne, and Action1 in one console.
Run Client & staff portal yourself.
This module is live in our own MSP practice today. Join the design-partner cohort to run it in yours.