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Operate workspaces

Business includes customer management and workspace switching for verified MSPs and consultants. A workspace owner can request verification in Settings → Plan & billing → Subscription under Managed customers → Review eligibility. Stackyapper reviews the business type and company website before granting access.
The Customers page is the managing account's view across managed customer workspaces. Search by customer name or domain, and filter by lifecycle state (Active, Invited, or Offboarding) or by Needs attention. A customer needs attention when it is offboarding, has an invitation still pending, or has had no recorded tool call for 14 days or more.
Select View on a customer to open its management page. The Access section on its Overview tab shows single sign-on, directory sync, and access domain state. Absence of SCIM or SAML is not a failure when the customer does not use managed identity.
Manage invitations on the customer's Users & groups tab, under Recent invitations. Rescind a pending invitation that is incorrect or no longer needed, and check the address before you Resend a pending or expired one. Do not invite a customer user into the managing company's internal workspace as a shortcut.

Open a customer workspace

This is the canonical scope-safety checklist; other pages link here.
  1. Verify the customer
    On Customers, select View on the customer and verify its name and primary domain.
  2. Enter the workspace
    Select Enter workspace. It is available only for an active customer; an invited or archived customer shows Review invitations or Review lifecycle instead.
  3. Confirm the current workspace
    Confirm the Workspace switcher at the top of the sidebar shows the intended customer.
  4. Make the change
    Make the app, user, group, AI client, or Audit change.
  5. Verify before switching
    Verify the result before switching away.
Entering a customer workspace changes administrative context; it does not merge the customer with the managing workspace. Stackyapper records the entry in the customer's Audit. Administering a customer workspace is for configuration: actions that would give you access to the customer's data, such as creating an API key for that workspace, are refused.
To move between your own workspace and managed customers later, use the Workspace switcher at the top of the sidebar.

Operational review

For a periodic customer review, cover:
  • Users and groups
  • Apps needing attention
  • AI clients and last use
  • Audit, filtered to the review period
  • Identity and custom-domain state, when the customer configured them
Record remediation in the managing company’s system of record.