MSPs
Preparation workspace for MSPs
An MSP can request a client-approved, read-only portfolio roll-up for posture summaries. Each client stays in its own organization. The summary page does not open or switch into a client workspace.
Advisedly supports preparation. It does not certify an organization, accept an examination, or decide that you comply with a law or a framework.
Available today
Available today
Approved read-only portfolio roll-up
An MSP admin can request access to a client, and that client must approve it. The portfolio then shows a limited read-only posture summary for approved clients. Its summary cards do not expose underlying client records or open the client workspace.
Available today
One organization per client
Each customer organization is its own tenant. People invited into that organization use its assessments, evidence, plans of action, vendors, and executive briefing. The read-only roll-up is separate from workspace access. Data does not cross organizations.
Available today
Service-provider records inside one organization
Inside a client organization, the vendor register can record an MSP or another external service provider, including tier and assessment dates. That is a record in one organization. It is not a console across clients.
Roadmap
Roadmap
Multi-client console
Switching from an MSP customer account into a client workspace is not shipped. The approved portfolio is read-only and does not change the active organization. Advisedly staff have a separate internal organization switcher, which is not a customer feature. Client workspace switching remains roadmap.
How this supports preparation
An MSP may review limited posture summaries for clients that approved a read-only portfolio grant. To work in a client workspace, an MSP user must be invited into that organization and sign in there separately. Customer tenant switching is not available.
Questions
- Can an MSP switch among client organizations from one login?
- An approved client grant provides a limited read-only posture summary in the MSP portfolio. It does not switch your session into the client organization. To work there, use an account invited to that organization. Advisedly supports preparation. It does not certify an organization, accept an examination, or decide that you comply with a law or a framework.
- Does a client organization share data with the MSP’s other clients?
- No. Each organization is its own tenant. Records stay in the organization where they were written.
Book a demo
This is the same lead form as the public demo. It stores your name, email, company, and message for follow-up. A person replies to schedule the demo. The form does not open a workspace and it does not read customer records.
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