Customer access for each technician
Admins see the customers the MSP owns, members see only assigned customers, and both employees and customer owners can review the access that applies to them.
Harbor IT
Staff access
- Leo ParkActiveMemberContoso Dental only
- Riley ChenActiveMemberContoso Dental only
- Morgan LeeActiveAdminAll customers
- Drew PatelSuspendedMemberNo customers
Technicians have more access than they need.
Technician assignments change as people join and leave, and shared logins blur boundaries.
What you get
Customer assignments
Admins see the customers the MSP owns; members require current customer grants, and bounded workforce roles restrict workloads further.
Scoped reads
Customer views are filtered by each person's current partner and workload access.
Access explanations
Employees can review their access, and customer owners can see MSP access and recorded activity.
How it works
- 1
Invite the team
Invite staff into bounded partner roles.
- 2
Assign customers
Admins see the MSP's customers; members see only assigned customers.
- 3
Explain access
Employees review their own access; customer owners see MSP access and recorded activity in Settings.
What needs setup
Connect the customer through administrator consent; Microsoft actions still need their applicable Microsoft permissions and setup.
Limits
Console visibility follows current grants.
An invite stops working if its issuer loses approval or invitations are disabled.
Related documentation
Connect a customer with administrator consent, then review the findings and service work in your console.