Agent-readable docs index: /llms.txt. Full docs in one file: /llms-full.txt. Download /docs.zip to grep all markdown files locally.

Managed customers

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.
Managed customer workspaces are an optional Stackyapper mode for MSPs and consultants that manage separate customer environments. The company-wide workspace, app, access, AI client, and Audit concepts still apply; each managed customer adds a separate workspace boundary that the provider administers from the Customers page.
The Customers page in the portal: summary tiles for customers, managed users, thirty-day tool calls, and customers needing attention, above a table of three managed customers — Northwind Traders, Fabrikam, and Tailspin Toys — with domain, lifecycle status, user and app counts, thirty-day tool calls, last activity, and a View button. Tailspin Toys is Invited with an Invite pending flag.
Each row is a separate workspace boundary, not a label on shared data. Your own workspace is not a managed customer, so it is not listed or counted here. Select View to open a customer.

The managing-account mental model

Your company workspace and each customer workspace are separate containers. The managing account pays for customer workspaces and its owners and admins can administer them, but each workspace keeps its own users, app connections, credentials, and data.
Managing workspaceCustomer workspace
UsersYour staffThe customer's users; owners and admins of the managing workspace can enter it to administer it
AppsConnected for your own businessConnected separately for that customer
CredentialsYour provider accountsThat customer's provider tenant only
PolicyGrants and restrictions for your teamsGrants and restrictions for that customer's users
AuditYour workspace's activityScoped to that customer; managing-account admins can filter across customers
BillingOwns the subscription; managed customer workspaces bill hereNo billing settings
IdentityYour SAML/SCIM configurationCustomer-owned SAML and SCIM included with the managed workspace
Custom domainAvailable after verificationAvailable after verification
Use a managed customer workspace when the customer requires distinct users, connections, policies, Audit scope, or lifecycle controls. Do not use naming conventions as a substitute for a workspace boundary.
See Workspace lifecycle for creating, offboarding, and archiving customer workspaces, Operate workspaces for day-to-day administration, and Identity & cloud access for the included customer identity controls and optional cloud permission packs.

Scope safety

Before configuring an app or changing access, confirm you are in the right workspace. Follow the Open a customer workspace checklist.
Customer users should not receive access to the managing company’s internal workspace unless that is an intentional exception approved by an administrator.