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One place for customer work

Navigate the customers your current access allows, organise their findings into owned cases, and pick up authorized requests, cases and plans from your personal queue.

Example data

Harbor IT

Fleet

1

Requests past their reply target

1

Customers with stale or partial scans

CustomerOpen workScan
  • Contoso Dental2Current
  • Fabrikam Legal1Current
  • Northwind Freight0PartialNot read
Current: the latest scan finished.Partial: some data could not be read yet.

Scan status shows freshness, not a security score.

Harbor IT's fleet, with customer work and unread data shown separately.
Example data

Contoso Dental

Assigned work

Receipt #WRK-2041

Add a new technician to the billing group

Customer workAssignee: Riley ChenDue today 11:00Overdue by 2h 15m
An assigned group-membership request with its assignee, overdue clock and job receipt.

Every customer is another login.

Tabs multiply for every customer, and follow-ups slip between portals.

What you get

1

Fleet navigation

Navigate the customers and workloads your current access allows from My customers.

2

Owned cases

Organise customer findings into owned cases with tasks and history.

3

Personal queues

Join authorized requests, cases, plans, native steps and jobs from your personal queue.

How it works

  1. 1

    Find the customer

    Search and filter the customers your current access allows.

  2. 2

    Organise the work

    Turn customer findings into owned cases with tasks and history.

  3. 3

    Pick up your queue

    Join authorized requests, cases, plans, native steps and jobs from your personal queue.

What needs setup

Link customer tenants through administrator-consent onboarding.

Limits

Your current grants determine which customer data you see.

Related documentation

Connect a customer with administrator consent, then review the findings and service work in your console.