Create a Reliable Source of Truth
Keep customer assets, documentation, notes, and infrastructure information organized.
Operational knowledge
Keep Customer Documentation and Assets Organized in One Place
Store asset records, notes, credentials, media, policies, and infrastructure context so technicians can work with complete, controlled information.
Included in every MSPControl plan.
Operational outcomes
Give Every Technician the Context They Need
Create a reliable operational source of truth for customer assets, knowledge, credentials, and infrastructure.
Give Technicians Better Context
Make the information needed for service delivery available in one controlled location.
Protect Sensitive Information
Apply policies and access controls to credentials, notes, media, and customer records.
Platform capabilities
What You Can Manage
Explore the asset, knowledge, credential, media, and access-control capabilities available in MSPControl.
Assets & Inventory
4 capabilities
- Asset Type
- Asset Category
- Asset Section
- 2. Asset Policies: Define and enforce policies for asset management operations.
Notes & Operational Knowledge
4 capabilities
- 1. Note Content: Notes Entry
- Location Tags
- Device Tags
- 4. Notes Policies: Define and enforce policies for notes creation, modification, and deletion.
Passwords & Credentials
3 capabilities
- 1. Secured Password Storage: Safekeeping of passwords with robust encryption.
- Integration with Azure Vault
- 4. Certificates Management: Storage, organization, and retrieval of certificates.
Media & Attachments
2 capabilities
- 1. Photo Storage: Secure storage and organization of photos related to assets or notes.
- 2. Photo Policies: Define and enforce policies for photo storage, access, and deletion.
Policies & Approval Workflows
2 capabilities
- Email notifications for authorization requests and approvals
- 7. Authorizer Policies: Define and enforce policies for authorization operations and settings.
Access Control & Security
4 capabilities
- 3. Authorization Requirement: Availability based on authorization levels
- 5. Security: Notes are securable with defined access controls.
- 3. Security: Passwords are securable with defined access controls.
- 5.Authorization Settings: Configurable settings to manage authorization levels and access controls.
Additional Microsoft Cloud Capabilities
20 capabilities
- 1. Asset Identification: Asset Name Asset Type Asset Category Asset Section
- Asset Name
- Define and enforce policies for asset management operations.
- Notes Entry
- 2. Tagging: User Tags Location Tags Device Tags
- User Tags
- Availability based on authorization levels
- Define and enforce policies for notes creation, modification, and deletion.
- Notes are securable with defined access controls.
- Secure storage and organization of photos related to assets or notes.
- Define and enforce policies for photo storage, access, and deletion.
- Safekeeping of passwords with robust encryption.
- 2. Password Manager Policies: Define and enforce policies for password storage, retrieval, and deletion. Integration with Azure Vault
- Define and enforce policies for password storage, retrieval, and deletion.
- Passwords are securable with defined access controls.
- Storage, organization, and retrieval of certificates.
- Configurable settings to manage authorization levels and access controls.
- 6. Authorizer Functionality: Request and approval workflow for accessing protected items. Email notifications for authorization requests and approvals
- Request and approval workflow for accessing protected items.
- Define and enforce policies for authorization operations and settings.
Everyday MSP workflows
Keep Customer Knowledge Accurate and Useful
Document a New Customer
Create asset records, operational notes, credentials, and infrastructure context.
Maintain Asset Information
Update ownership, categories, locations, policies, and customer details over time.
Share Operational Knowledge
Give technicians access to the information required to resolve issues efficiently.
Control Sensitive Access
Protect credentials and customer information with structured authorization policies.
Product view
See Documentation & Asset Management in MSPControl
Keep customer knowledge connected to the same platform used for daily operations.
Deployment & compatibility
Prepare Your Environment
Review supported services, prerequisites, permissions, and deployment guidance before connecting production environments.
Full platform included
Documentation & Asset Management Is Included in Every Plan
Start with the Free License or choose a paid plan for Professional Support and additional capacity.
