Add a Customer
Create a managed customer or a direct customer, choose frameworks and set the primary contact.
Updated Aug 20, 2026Product 2026.94 minMSP operator, Internal IT
Overview
Create a managed customer or a direct customer, choose frameworks and set the primary contact.
Documentation status
This article is a concise reference. A fully expanded guide for “Add a Customer” is scheduled in the documentation roadmap; the steps below are accurate for the current product version.
How it works
- Configuration lives in the workspace and is scoped to the tenant.
- Collectors and connectors produce evidence on a cadence; results update control states automatically.
- Every state change is recorded as an append-only observation.
Next steps
Use the contextual Help menu on the related product page to jump back here, or open the related playbooks listed below.
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