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MSP User Guide

Enterprise Management

Enterprises

The Enterprises page allows administrators to manage tenant organizations, monitor enterprise status, review enabled modules, and access enterprise-specific configurations. This page serves as the central location for managing multi-enterprise relationships and account delegation.


Enterprise List

The Enterprise List displays all onboarded enterprises along with important details and management options.

Available Columns

ColumnDescription
NameName of the enterprise organization
DomainPrimary domain associated with the enterprise
EmailPrimary contact email address
ModulesEnabled platform modules for the enterprise
Created AtDate the enterprise was created
Created ByUser who created the enterprise
StatusCurrent enterprise status
ActionsAvailable actions for accessing and managing the enterprise

Search and Filtering

Administrators can quickly locate enterprises using the available search and filtering options.

Use the Search field to find enterprises by:

  • Enterprise name
  • Domain name
  • Contact email address

Filters

The Status filter can be used to display enterprises based on their current state:

  • Active
  • Suspended

Filtering helps administrators focus on specific groups of enterprises for management and monitoring purposes.


Enterprise Modules

The Modules column displays the modules that are enabled for each enterprise.

Supported modules include:

  • Discovery – Cloud asset discovery and inventory management.
  • FinOps – Cost monitoring, optimization, and financial insights.
  • SecOps – Security monitoring and compliance management.
  • Governance – Policy enforcement and resource governance.
  • Orchestration – Workflow automation and operational management.
  • Observability – Monitoring, alerting, and operational visibility.

Enabled modules appear as active icons, while disabled modules are displayed in a disabled state.


Enterprise Status

Each enterprise can have one of the following statuses:

Active

An Active enterprise is fully operational and users can access all enabled platform features.

Suspended

A Suspended enterprise has restricted access and may not be able to utilize platform services until reactivated.

The status badge provides a quick indication of the enterprise's operational state.


Add Enterprise

To onboard a new enterprise:

  1. Click + Add Enterprise.
  2. Enter the required enterprise information.
  3. Configure enterprise settings and module access.
  4. Save the configuration to create the enterprise.

The newly created enterprise will appear in the Enterprise List.


Enterprise Actions

The Actions column provides quick access to enterprise-level management functions.

Administrators can use the available action icons to:

  • Access enterprise details.
  • Switch to a specific enterprise context.
  • Manage enterprise configuration and resources.
  • Perform enterprise administration activities.

Export Data

The Enterprises page supports data export for reporting and auditing purposes.

Available export formats include:

  • CSV
  • Excel
  • PDF

Export functionality allows administrators to download enterprise information for offline review and reporting.


Pagination

For environments with multiple enterprises, pagination controls are available at the bottom of the page.

Features include:

  • Configurable rows per page.
  • Page navigation controls.
  • Record count display.
  • First, previous, next, and last page navigation options.

Process to Add a New Enterprise

Step 1 – Identity & Domain

  1. Click Add Enterprise.
  2. Enter Enterprise Name.
  3. Enter Legal Name.
  4. Enter Domain Name.
  5. Set Status.
  6. Enter Description.
  7. Click Next.

Step 2 – Module Selection

  1. Select modules as per enterprise requirements.
  2. Click Next.

Step 3 – Enterprise Admin Details

  1. Enter First Name of the Admin User.
  2. Enter Last Name.
  3. Enter Work Email of the Enterprise Admin.
  4. Click Next.

Step 4 – Summary & Confirm

  1. Review the full configuration.
  2. Click Create Enterprise to finalize.

The new enterprise record will appear in the Enterprise table.


Enterprise Overview

The Enterprise Overview page provides detailed information about a specific enterprise, including enterprise details, primary user information, and subscribed modules with associated billing plans. This page helps administrators review enterprise configuration, ownership, subscription details, and operational status from a single location.


Enterprise Details

The Enterprise Details section displays key information about the selected enterprise.

Available Information

FieldDescription
Enterprise NameName of the enterprise organization
DomainPrimary domain associated with the enterprise
StatusCurrent status of the enterprise
Created AtDate and time the enterprise was created
Created ByUser who created the enterprise
DescriptionAdditional information or notes related to the enterprise

Enterprise Status

An enterprise can have one of the following statuses:

  • Active: The enterprise is enabled and can access subscribed platform services.
  • Suspended: The enterprise has restricted access until it is reactivated.

The status badge provides a quick indication of the enterprise's operational state.


First User Details

The First User Details section displays information about the primary user created during enterprise onboarding.

Available Information

FieldDescription
Full NameName of the primary enterprise user
EmailEmail address of the primary enterprise user

This information helps administrators identify the initial enterprise owner or primary point of contact.


Modules & Billing Plans

The Modules & Billing Plans section displays all subscribed platform modules along with their assigned billing plans and pricing information.

Available Columns

ColumnDescription
ModuleName of the subscribed platform module
Plan NameAssigned subscription plan for the module
DescriptionAdditional information about the selected plan
PriceSubscription cost associated with the module

Billing Information

The billing plan table allows administrators to:

  • Review subscribed modules.
  • View the associated billing plan for each module.
  • Compare module pricing.
  • Verify subscription details for the enterprise.
  • Monitor platform licensing and service usage.

The Enterprise page includes the following tabs:

Overview

Displays enterprise information, primary user details, and module subscription information.

Settings

Allows administrators to manage enterprise configuration, update settings, and modify enterprise-level preferences.


Enterprise Settings

The Enterprise Settings page allows administrators to manage and update enterprise information, operational status, branding, and configuration details. This page provides the controls required to maintain enterprise records and perform enterprise-level administrative actions.


Enterprise Details

The Enterprise Details section contains the core identification and configuration settings for the enterprise.

Available Fields

FieldDescription
Enterprise LogoUpload or update the enterprise logo used throughout the platform
Enterprise NameDisplay name of the enterprise
Legal NameOfficial registered business name of the organization
DomainPrimary domain associated with the enterprise
StatusCurrent operational status of the enterprise
DescriptionAdditional information or notes about the enterprise

Administrators can upload a custom logo for the enterprise.

Supported Actions

  • Upload a new enterprise logo.
  • Replace an existing logo.
  • Customize enterprise branding across the platform.

The uploaded logo is used throughout the platform to visually identify the enterprise.


Enterprise Name

The Enterprise Name field specifies the display name of the enterprise.


Domain

The Domain field defines the primary domain associated with the enterprise.

Enterprise Status

The Status dropdown allows administrators to control the operational state of the enterprise.

Description

The Description field allows administrators to maintain additional enterprise information.

Typical use cases include:

  • Business description
  • Organizational notes
  • Internal administrative comments
  • Enterprise-specific details

This field is optional.

Updating Enterprise Information

After making changes:

  1. Review all updated information.
  2. Click Update Enterprise.
  3. The system validates the entered information.
  4. Changes are saved and applied to the enterprise configuration.

Cancel Changes

To discard unsaved modifications:

  1. Click Cancel.
  2. All unsaved changes are ignored.
  3. The page returns to its previous state.

Danger Zone

The Danger Zone section contains irreversible administrative actions that impact the entire enterprise.

Delete Enterprise

The Delete Enterprise action permanently removes the selected enterprise and all associated platform data.

Warning

  • This action cannot be undone.
  • All enterprise-related configurations will be removed.
  • Associated users, settings, subscriptions, and enterprise data may be permanently deleted.
  • Access to the enterprise will no longer be available after deletion.

Before deleting an enterprise:

  • Verify that the correct enterprise is selected.
  • Export any required data.
  • Inform affected users and stakeholders.
  • Ensure that enterprise removal has been approved according to organizational procedures.

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