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Settings

Manage your organization settings, users, and sites.

Account & Access

PartnerConfigure MSP defaults, business hours, and contact information.My profileAPI keysService principals

Billing & Service Desk

TicketingConfigure ticket statuses, priority SLAs, categories, and export defaults.Ticket checklist templatesReusable step lists your technicians can apply to any ticket.Deliverable TemplatesDefine a service tier once and apply its deliverables to any customer.

Automation & Data

Saved Filters

AI

AI Usage

Integrations

IntegrationsConnected AppsReview and revoke AI assistants and MCP clients authorized to access your tenant.Outlook Add-in BindingsManage technicians bound to the Outlook tech add-in, and revoke access.
Documentation