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Workspace lifecycle

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.
A managed customer workspace moves through creation, operation, offboarding, and archive; each stage ends with the workspace in a known, verifiable state.

Create

  1. Open Customers
    In the managing workspace, open Customers and select Add customer.
  2. Enter the customer details
    In the Add customer dialog, enter the Customer name (the customer’s legal or commonly recognized company name) and the Primary domain. Optionally enter an Administrator email to invite the customer's first administrator; it must use the primary domain.
  3. Review the reservation and billing notes
    The dialog notes two effects. Domain reserved automatically: users with that email domain cannot join another workspace, and domain changes require administrator recovery. Subscription impact: the new active customer adds one managed-customer workspace to your subscription, and Stripe prorates the increase for the rest of the current billing period.
  4. Create the workspace
    Select Save. To record an internal reference, select View on the customer, open Details, and use Internal reference only when it helps reconcile the customer with your PSA or billing system.
Before inviting users, connect only the required apps and establish a baseline group policy.

Operate

Review workspaces that need attention, have stale activity, or contain unconfigured apps. Identity synchronization is optional; its absence is not by itself a health failure.
Keep cloud permission packs and identity configuration inside the selected customer’s settings. Reconfirm the workspace before opening an external authorization flow. See Operate customer workspaces.

Offboard

  1. Stop new access changes.
  2. Export required Audit records.
  3. Revoke AI clients and personal authorizations.
  4. Remove or disable users. Remove the customer's SAML and SCIM connections and custom access domain; archiving is blocked until they are removed.
  5. Revoke shared provider credentials.
  6. Archive the workspace according to the customer agreement.

Archive vs delete

Archiving is the supported way to end a customer relationship in the portal:
  • Archive customer is on the customer's Details tab, under Workspace lifecycle. It suspends access while retaining the customer's domain claims and audit history. It asks for a reason and requires typing the customer's domain to confirm. While archived, the customer's management actions are disabled. An archived customer stops counting toward the per-customer charge, and Stripe prorates the reduction for the rest of the current billing period.
  • Archiving runs through an intermediate Suspended state: pending invitations are canceled, app connections are deactivated, stored credentials are revoked, and sessions are ended, then the workspace is marked Archived. The Customers list shows both suspended and archived workspaces as Offboarding; if an archive stops partway, the customer remains suspended. Open the customer, go to Details → Workspace lifecycle, and choose Resume archive (type the customer’s domain to confirm). Resuming re-runs the remaining steps under the original archive request and reason, and is safe to repeat. A suspended customer cannot be reactivated until its archive is complete.
  • Reactivate customer is available on an archived customer's Details tab and restores sign-in and administration. It requires Business and an approved MSP or consultant verification, and the customer counts toward the per-customer charge again. App credentials revoked during archive are not restored: reconnect apps, and review users, groups, AI clients, and provider scopes before allowing new calls.
Permanent deletion is not available from the Customers page. If you need a customer workspace permanently removed, or need to understand the billing and recoverability consequences, contact support before deleting anything.