# MSPControl --- ## Pages - [Passwords](https://mspcontrol.org/wiki/customer-passwords/): Learn how the Passwords page in MSPControl stores credentials securely with tags, authorization, peer access, bulk actions, and optional “Show Disabled” visibility — including sending passwords and managing access safely. - [Photos](https://mspcontrol.org/wiki/customer-photos/): Learn how the Photos section in MSPControl helps you store images in albums, control access with authorization and peer sharing, upload via drag & drop, and manage photos in bulk using tags and album actions. - [Notes](https://mspcontrol.org/wiki/customer-notes/): Learn how to create, tag, secure, and manage Notes in MSPControl — including rich-text editing, peer access with expiration, bulk actions, filters, and authorization controls. - [Documents](https://mspcontrol.org/wiki/customer-documents/): Learn how the Documents page in MSPControl helps you organize files with folders, tags, filters, and bulk actions — including uploads, column visibility, and audit-friendly document management. - [Assets](https://mspcontrol.org/wiki/customer-assets/): Assets Management in MSPControl: 7 Essential Controls for Customers - [VirtuBot](https://mspcontrol.org/wiki/virtubot/): Learn how to manage VirtuBot for a customer in MSPControl, including installation status, consent options, permissions, and best practices. - [Customer Email Routes](https://mspcontrol.org/wiki/customer-email-routes/): Learn how Customer Email Routes works in MSPControl customer portal. Review routes, understand route types, and troubleshoot mail flow with confidence. - [Domains](https://mspcontrol.org/wiki/customer-domains/): Manage domains, DNS, email security, and SSL with ease. Learn how to add domains, enable DNS, configure email protection, and keep everything running smoothly. - [Audit Log](https://mspcontrol.org/wiki/customer-audit-log/): Learn how to use the Customer Audit Log in MSPControl to securely track scheduled tasks, peer actions, and organization changes. Filter events, export reports, and audit who did what and when. - [Running Tasks](https://mspcontrol.org/wiki/customer-running-tasks/): Track tasks currently in progress, with options to stop or restart them in MSPControl’s Running Tasks menu. - [Notification Groups](https://mspcontrol.org/wiki/notification-groups/): Learn how to create and manage notification groups in MSPControl. Organize peers into alert groups to streamline communication, automate updates, and boost operational awareness. - [Scheduled Tasks](https://mspcontrol.org/wiki/customer-scheduled-tasks/): Learn how to use Scheduled Tasks to automate alerts, reports, and monitoring. A customer-focused guide to essential MSPControl automations. - [Cusromer Peer Invitations](https://mspcontrol.org/wiki/customer-peer-invitations/): Discover 5 powerful ways to create, manage, and secure customer peer invitations in MSPControl. Improve access control, streamline onboarding, and keep your hosted organization safe. - [Peer Roles](https://mspcontrol.org/wiki/user-peer-roles/): Learn how to create and configure custom Peer Roles in MSPControl. Define granular permissions with view, edit, create, and delete access across all system modules, including hosted organizations, Azure, Exchange, and RMM devices. - [Peers](https://mspcontrol.org/wiki/users-peers/): Learn how to view, filter, and create peer accounts in MSPControl. See roles, last login dates, two-factor status, and Microsoft account linkage to keep customer access secure. - [Space Add-Ons](https://mspcontrol.org/wiki/user-space-add-ons/): View and manage all add-ons assigned to your hosting space in MSPControl. Monitor active licenses, allocated quantities, and creation dates for services like Microsoft 365, Exchange, and FTP users. - [Space Statistics](https://mspcontrol.org/wiki/space-statistics/): Explore Space Statistics in MSPControl to monitor disk usage, bandwidth, service quotas, and resource add-ons. View usage reports, manage backups, and analyze hosting space performance. - [Hosting Spaces](https://mspcontrol.org/wiki/user-hosting-spaces/): Learn how to view and manage hosting spaces in MSPControl. See space creation dates, active status, and eCommerce management details. Open the Space Statistics page for detailed resource usage. - [Subscriptions](https://mspcontrol.org/wiki/subscriptions/): Learn how to manage subscriptions, payment profiles, and invoices in MSPControl. Add or upgrade service plans through the Marketplace, review transactions, and configure credit settings for automated billing. - [User Menu](https://mspcontrol.org/wiki/user-menu/): Learn how to use the MSPControl User Menu to personalize your interface, update your account details, switch between light and dark themes, and reset or fine-tune layout settings. - [Account Home](https://mspcontrol.org/wiki/user-account-home/): Learn how to navigate the MSPControl Account Home page, view hosting resources, access documentation, and monitor your organization’s activity. - [Licensing](https://mspcontrol.org/wiki/licensing/): Learn how to manage and sync your MSPControl Licensing: retrieve your Machine SID, upload or synchronize your license, and understand how to upgrade from a free to a paid license. - [Update Dashboard](https://mspcontrol.org/wiki/update-dashboard/): Safely upgrade MSPControl via the Update Dashboard — enable Maintenance Mode, select servers, schedule or run updates, and receive email notifications and logs. - [Mail Templates](https://mspcontrol.org/wiki/mail-templates/): Learn how to configure and customize Mail Templates in MSPControl. Manage email notifications for check-ins, accounts, Azure, organizations, web, ecommerce, and more. - [Scheduling Groups](https://mspcontrol.org/wiki/scheduling-groups/): Master Scheduling Groups in MSPControl: streamline escalations, triage tickets, define immediate work priorities, and improve technician productivity with structured routing rules. - [Documentation Policies](https://mspcontrol.org/wiki/documentation-policies/): Explore the Documentation Policies in MSPControl, including Authorizer, Notes, Photos, Password Manager, Asset Manager, and Documents Policy. Ensure secure handling of documentation and access approvals. - [System Policy](https://mspcontrol.org/wiki/system-policy/): Learn how to configure the System Policy in MSPControl. Includes IP Geolocation API integration and ODBC DSN naming rules for consistent and secure system operations. - [VirtuBot Policies](https://mspcontrol.org/wiki/virtubot-policies/): Learn how VirtuBot Policies in MSPControl streamline IT support with intelligent automation, chatbot integration, Azure connectivity, and AI-driven ticket processing. - [Azure Policies](https://mspcontrol.org/wiki/azure-policies/): Explore Azure-related policies in MSPControl, including Office 365 offers, Microsoft Products, CSP, GDAP, Risk Detection, Alert Templates, and Cloud Agreement management for secure and automated service delivery. - [Autopilot](https://mspcontrol.org/wiki/autopilot/): Discover MSPControl Autopilot: an advanced automation engine that powers RMM, patch management, and policy enforcement. Learn how it simplifies IT operations, enhances security, and scales managed services. - [Agentless Devices](https://mspcontrol.org/wiki/agentless-devices/): Discover how MSPControl handles agentless devices synced from Azure. Learn registration steps for iOS and Android, and manage non-Windows devices within your unified device management strategy. - [Device Apps](https://mspcontrol.org/wiki/device-apps/): Learn how MSPControl Device Apps menu empowers administrators to track, export, and control installed applications across all Autopilot-managed devices. Ensure security, disable or enable updates, and maintain consistency with ease. - [Device Map](https://mspcontrol.org/wiki/device-map/): Visualize and manage your global Autopilot device fleet using the MSPControl Device Map. Filter by health, security, and update status to ensure full compliance and visibility. - [Device Settings](https://mspcontrol.org/wiki/device-settings/): Learn how to create, organize, and manage Device Settings in MSPControl. Define custom device types, configure inheritance, and optimize your workstation/server settings efficiently. - [Device Details](https://mspcontrol.org/wiki/device-details/): Explore the Device Details page in MSPControl to access 20+ essential data points about each managed Windows machine. From OS and CPU to security, updates, and compliance, get full visibility and control over every endpoint in your network. - [Autopilot Installation](https://mspcontrol.org/wiki/autopilot-installation/): Learn about MSPControl Autopilot installation on a Windows system in just 6 simple steps. Follow this complete guide to ensure secure setup and connectivity with your MSPControl panel. - [Hyper-V Policy](https://mspcontrol.org/wiki/hyper-v-policy/): Discover the 2 essential Hyper-V policy types in MSPControl—VPS and RDS policies. Learn how to automate server provisioning, enforce naming rules, and secure access to virtual environments with consistent policy enforcement. - [Database Policies](https://mspcontrol.org/wiki/database-policies/): Configure naming standards, backups, and access security for MS SQL in MSPControl Database Policies - [Web Policy](https://mspcontrol.org/wiki/web-policy/): Explore MSPControl’s Web Policy settings to securely manage domain, FTP, mail, and web hosting configurations. Enforce compliance and reduce exposure to internet-facing threats. - [Hosted Organization Policies](https://mspcontrol.org/wiki/hosted-organization-policies/): Discover 14 essential Hosted Organization policies in MSPControl, including mailbox plans, retention tags, backup rules, and security controls for Microsoft 365 tenants. - [MSPControl General Policies](https://mspcontrol.org/wiki/mspcontrol-general-policies/): Learn how MSPControl General Policies define security controls, password policies, lockout thresholds, and session limits to protect admin and peer accounts from unauthorized access. - [Security Improvements](https://mspcontrol.org/wiki/security-improvements/): Security Improvements in MSPControl help you encrypt sensitive data, create database master key backups, and securely restore encryption settings. Strengthen your security posture and ensure compliance with built-in recovery tools. - [System Settings](https://mspcontrol.org/wiki/system-settings/): Unlock the power of MSPControl’s system settings! This guide covers 20 key configuration areas—from Twilio and Google Analytics to Office Web Apps integration and advanced security. Manage your MSP environment with ease. - [Email Routes](https://mspcontrol.org/wiki/email-routes/): Discover how to configure Email Routes in MSPControl in just 5 steps. Enhance communication management, streamline routing logic, and integrate with existing systems like Exchange, RDS, and Hyper-V. Learn more from official Microsoft SMTP guidance. - [VM Templates](https://mspcontrol.org/wiki/vm-templates/): Learn how VM Templates in MSPControl simplify RMM, Hyper-V, and RDS deployments—offering consistent, efficient provisioning and management. Save time, standardize your VMs, and keep your IT infrastructure in top shape. - [Virtual Networks](https://mspcontrol.org/wiki/virtual-networks/): Learn how to master virtual networks in MSPControl with 5 essential tools that empower IT pros to streamline IP management, enhance VLAN configurations, and optimize performance. Elevate your infrastructure today! - [IP Addresses](https://mspcontrol.org/wiki/ip-addresses/): Learn how to manage IP addresses in MSPControl: add new ranges, assign NATs, apply predefined pools, and export reports in XLSX format. - [Storage Spaces](https://mspcontrol.org/wiki/storage-spaces/): Discover how to efficiently create, configure, and monitor Storage Spaces in MSPControl. Learn to set quotas, assign paths, and optimize storage usage. - [Streamlined Deployment from Azure Marketplace](https://mspcontrol.org/wiki/streamlined-deployment-from-azure-marketplace/): Streamlined Deployment from Azure Marketplace to your Azure subscription with a few simple steps. Learn how to set up your Azure subscription. - [Virtual Machines](https://mspcontrol.org/wiki/virtual-machines/): View, start, stop, or replicate Hyper-V virtual machines with MSPControl’s centralized Virtual Machines dashboard. - [Azure GDAP](https://mspcontrol.org/wiki/azure-gdap/): View, track, and terminate Azure GDAP admin relationships across customers with MSPControl’s centralized GDAP dashboard. - [RDS Users](https://mspcontrol.org/wiki/rds-users/): View, log off, or send messages to Remote Desktop users across multiple RDS hosts in MSPControl’s RDS Users dashboard. - [RDS Servers](https://mspcontrol.org/wiki/rds-servers/): Discover how to view, configure, and maintain RDS servers and applications with MSPControl’s centralized RDS management. - [Devices](https://mspcontrol.org/wiki/devices/): Discover, monitor, and control Windows devices (desktops or servers) through MSPControl Autopilot’s centralized Devices management. - [Choco Feeds](https://mspcontrol.org/wiki/choco-feeds/): Choco Feeds: Define and monitor Chocolatey feed sources in MSPControl, simplifying Windows software deployment and updates. - [Servers](https://mspcontrol.org/wiki/servers/): Add and configure real servers (physical or virtual) in MSPControl to enable managed hosting services and resource allocation. - [Virtual Servers](https://mspcontrol.org/wiki/virtual-servers/): Create a Virtual Server by selecting services from multiple physical or virtual servers to build a unified hosting target in MSPControl. - [Cloud Folders Dashboard](https://mspcontrol.org/wiki/cloud-folders-dashboard/): View folder sizes, usage stats, and organization-level sharing details in MSPControl’s Cloud Folders Dashboard. - [Receivables Dashboard](https://mspcontrol.org/wiki/receivables-dashboard/): View outstanding invoices, aging periods, and unused payments in MSPControl’s Receivables Dashboard for streamlined billing oversight. - [Azure Backups Dashboard](https://mspcontrol.org/wiki/azure-backups-dashboard/): View a calendar-based summary of Azure Backup jobs, check statuses, and drill down into protected items with MSPControl’s Azure Backups Dashboard - [Veeam Dashboard](https://mspcontrol.org/wiki/veeam-dashboard/): Veeam Dashboard: View a calendar-based summary of Veeam backup jobs by VM, category, or job, and quickly spot successes, warnings, or failures in MSPControl. - [Azure Dashboard](https://mspcontrol.org/wiki/azure-dashboard/): Monitor Azure consumption, budgets, and cost trends with MSPControl’s Azure Dashboard. - [Bandwidth Dashboard](https://mspcontrol.org/wiki/bandwidth-dashboard/): Easily monitor overall bandwidth usage, filter by date range, and export HTM reports in MSPControl’s Bandwidth Dashboard. - [Disk Space Dashboard](https://mspcontrol.org/wiki/disk-space-dashboard/): Track hosting space allocations, usage details, and quickly view resource breakdowns in MSPControl’s Disk Space Dashboard. - [Certificates](https://mspcontrol.org/wiki/certificates/): Manage and securely share certificates with peers, enable optional password protection, and set authorization requirements in MSPControl. - [Passwords](https://mspcontrol.org/wiki/passwords/): Manage and securely share passwords with peers, enable MFA secrets, and set authorization requirements in MSPControl. - [Photos](https://mspcontrol.org/wiki/photos/): Store and manage images in categorized albums. Restrict access or require authorization for sensitive photos in MSPControl. - [Notes](https://mspcontrol.org/wiki/notes/): Store rich-text notes, control access with peers, and require authorization for sensitive information in MSPControl. - [Running Tasks](https://mspcontrol.org/wiki/running-tasks/): Track tasks currently in progress, with options to stop or restart them in MSPControl’s Running Tasks menu. - [Audit Log](https://mspcontrol.org/wiki/audit-log/): View and filter system events, changes, or errors. Export logs or clear records from the Audit Log in MSPControl. - [Peers Invitations](https://mspcontrol.org/wiki/peers-invitations/): Manage and track peers invitations for newly created peer accounts. Resend or delete invites to streamline onboarding in MSPControl. - [Scheduled Tasks](https://mspcontrol.org/wiki/scheduled-tasks/): Configure and manage automated tasks like bandwidth calculation, license updates, antivirus scans, and more in MSPControl’s Scheduled Tasks module. - [Peer Roles](https://mspcontrol.org/wiki/peer-roles/): Create and manage Peer Roles with granular View/Edit/Create/Delete rights for each feature. Securely delegate tasks in MSPControl. - [Peers](https://mspcontrol.org/wiki/peers/): Manage peer accounts (Peers) with role-based permissions. Grant help desk or delegated admin access while maintaining security in MSPControl. - [Hosting Add-Ons](https://mspcontrol.org/wiki/hosting-add-ons/): Grant extra resources without altering base plans. MSPControl’s Hosting Add-Ons let you tailor individual quotas for customers and maintain flexible service offerings. - [Hosting Plans](https://mspcontrol.org/wiki/hosting-plans/): Discover essential Hosting Plans built from 20 quota groups tailored for customer accounts in MSPControl, ensuring optimal resource allocation and limits. - [Hosting Spaces](https://mspcontrol.org/wiki/hosting-spaces/): Discover step-by-step instructions to set up Hosting Spaces in MSPControl. Simplify your IT automation platform effortlessly. - [Customers](https://mspcontrol.org/wiki/customers/): Manage and filter customers in MSPControl’s Customers page. Create, organize, and oversee accounts in a centralized control panel. - [Account Home](https://mspcontrol.org/wiki/account-home/): Manage account-level settings, view essential details, and oversee hosting space allocation on MSPControl’s Account Home page. - [How to Add a Managed Server](https://mspcontrol.org/wiki/how-to-add-a-managed-server/): Learn how to add a managed server in MSPControl with 5 simple steps. This guide covers configuration, agent setup, and best practices for a smooth deployment. - [Account Menu and Features: Root Administrator Level](https://mspcontrol.org/wiki/account-menu-admin-level/): Discover how to configure your IT automation platform with our step-by-step guide on the Account Menu for root admins. - [First Setup Guide](https://mspcontrol.org/wiki/first-setup-guide/): Complete your MSPControl setup with our First Setup Guide. Configure admin accounts, licensing, encryption, and updates easily to manage your hosting environment. - [Prerequisites](https://mspcontrol.org/wiki/prerequisites/): Review the key prerequisites for deploying MSPControl. Ensure your environment is ready with essential steps for a successful and efficient setup. - [Deployment Guide](https://mspcontrol.org/wiki/deployment-guide/): Follow the MSPControl Deployment Guide for step-by-step instructions on setting up your IT automation platform. Simplify installation and configuration effortlessly. - [MSPControl Typical Configurations](https://mspcontrol.org/wiki/mspcontrol-typical-configurations/): Explore typical MSPControl configurations for efficient IT management. Discover best practices for deploying and managing your IT ecosystem seamlessly. - [How MSPControl Works](https://mspcontrol.org/wiki/how-mspcontrol-works/): Discover how MSPControl works to streamline IT automation. Learn 5 powerful benefits, including centralized control, seamless setup, and smart integrations. - [Wiki](https://mspcontrol.org/wiki/): Access the MSPControl Wiki for comprehensive guides, troubleshooting tips, and best practices. Master IT automation with detailed and reliable documentation. - [Supported Software](https://mspcontrol.org/supported-software/): Explore MSPControl’s supported software, including Microsoft Azure, Office 365, Connectwise, and more. Ensure smooth IT management with seamless integrations. - [Privacy Policy](https://mspcontrol.org/privacy-policy/): Read MSPControl's Privacy Policy to understand how we protect your data. Learn about our practices for security, data collection, and user privacy. - [Pricing](https://mspcontrol.org/pricing/): Compare MSPControl pricing plans, including our Free License with limits on techs, customers, and devices. Start using it for free today! - [Documentation](https://mspcontrol.org/documentation/): Browse MSPControl documentation with guides, tutorials, and best practices to automate IT tasks and streamline Microsoft service management. - [Downloads Center](https://mspcontrol.org/downloads-center/): Discover the Downloads Center for MSPControl and access 5 essential tools to simplify IT automation. Save time, boost productivity, and enhance efficiency. - [Contact Us](https://mspcontrol.org/contact-us/): Reach out to MSPControl for support, inquiries, or product information. Our team is here to help with your IT automation needs. Contact us today! - [Home](https://mspcontrol.org/): Simplify IT management with MSPControl, the all-in-one platform for automating Microsoft enterprise applications, cloud services, monitoring, and security. --- ## Posts - [Billing Automation: Improving Efficiency for MSPs](https://mspcontrol.org/billing-automation-msp-benefits/): Billing automation streamlines MSP operations. Learn how it works, integration types, benefits for MSPs, common pitfalls, and financial implications. - [How to Automate Billing for MSPs and Boost Efficiency](https://mspcontrol.org/how-to-automate-billing-for-msps/): Discover how to automate billing for MSPs with this step-by-step guide. Set up, integrate, and verify automated billing to improve profitability and client satisfaction. --- ## Features - [Documentation and Asset Management](https://mspcontrol.org/feature/documentation-and-asset-management/): Explore 5 powerful tools in MSPControl for Documentation and Asset Management. Organize IT assets, track policies, and optimize decision-making effortlessly. - [Backup & Disaster Recovery](https://mspcontrol.org/feature/backup-disaster-recovery/): Discover 5 powerful backup features in MSPControl. Protect critical data, ensure business continuity, and simplify disaster recovery with advanced tools. - [Antivirus & Antimalware Protection](https://mspcontrol.org/feature/antivirus-antimalware-protection/): Learn how Antivirus Protection in MSPControl offers 1 powerful way to secure IT systems. Deploy Microsoft Defender and advanced antimalware tools effortlessly. - [Remote Monitoring & Mangement](https://mspcontrol.org/feature/rmm/): Discover how RMM in MSPControl streamlines IT monitoring and management. Learn 5 powerful features to deploy agents, troubleshoot issues, and enhance security. - [Microsoft Azure](https://mspcontrol.org/feature/microsoft-azure/): Discover Azure management in MSPControl with 5 essential features for easy administration. Monitor Office 365, control spending, and automate tasks seamlessly. - [Top-Tier Security Compliance](https://mspcontrol.org/feature/top-tier-security-compliance/): Master security compliance in MSPControl with 5 proven ways to protect your IT environment. Leverage advanced detection tools, protocols, and real-time insights. - [Ticketing & Helpdesk](https://mspcontrol.org/feature/ticketing-helpdesk/): Discover 2 essential ways the helpdesk in MSPControl simplifies IT support. Automate ticketing, integrate with ConnectWise, and keep your system clean and efficient. --- # # Detailed Content ## Pages > Manage domains, DNS, email security, and SSL with ease. Learn how to add domains, enable DNS, configure email protection, and keep everything running smoothly. - Published: 2025-11-28 - Modified: 2025-11-28 - URL: https://mspcontrol.org/wiki/customer-domains/ Domains Management: 7 Powerful Tips for Smooth Control Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationUser GuideDomains Domains The Domains section allows customers to manage their top-level domains (TLDs) and sub-domains, configure DNS, enable email security, and create instant aliases. All actions in this menu apply only to the customer’s own Hosted Organization and do not affect other organizations in the system. Table of Contents Domains Overview Domain Actions Add a New Domain Main Settings Notification Settings Email Security Settings ConnectWise Settings Let’s Encrypt SSL Best Practices   Domains Overview The Domains page lists all domains and sub-domains assigned to the customer’s Hosted Organization. Customers can review: Domain Name Instant Alias availability Email Security status DNS Enabled status Expiration Date for domains registered externally   Customers can also filter domains using: All — show all domains Search box — filter by name Column Visibility — hide or show table columns   Domain Actions The Actions dropdown allows bulk operations on selected domains. Available actions: Create Instant Alias — create a new instant alias for the selected domain(s). Delete Instant Alias — remove existing instant... --- > Learn how to use the Customer Audit Log in MSPControl to securely track scheduled tasks, peer actions, and organization changes. Filter events, export reports, and audit who did what and when. - Published: 2025-11-21 - Modified: 2025-11-21 - URL: https://mspcontrol.org/wiki/customer-audit-log/ Customer Audit Log: 5 Secure Ways to Track Activity in MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationUser GuideAudit Log Audit Log The Customer Audit Log page provides a time-ordered record of actions that affect your account in MSPControl. It helps you verify what was done, when it happened, and which automated task or user initiated the change, maintaining security and compliance standards. Table of Contents Accessing the Customer Audit Log Filters and search options Page commands Log columns and details Typical usage scenarios   Accessing the Customer Audit Log The Customer Audit Log is available from the customer portal and shows only events related to: Your own customer account Your peers (other users who were granted access via Peers) Your organizations / hosting spaces You cannot see activities for other customers; all data is scoped to your tenancy. Filters and search options Use the filters at the top of the page to narrow down which events are displayed in the log. Severity – Three checkboxes let you include or exclude: Information – Normal events, confirmations, and successful operations. Warning – Events that... --- > Track tasks currently in progress, with options to stop or restart them in MSPControl’s Running Tasks menu. - Published: 2025-11-19 - Modified: 2025-11-19 - URL: https://mspcontrol.org/wiki/customer-running-tasks/ Running Tasks: 5 Powerful Ways to Monitor and Control Active Jobs in MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationUser GuideRunning Tasks Running Tasks The Running Tasks section in MSPControl displays all currently active or in-progress scheduled tasks, allowing customers to monitor their status and, when necessary, stop or restart them. This is especially useful for troubleshooting long-running or stuck processes. Overview When you open the Running Tasks page, you’ll see a table listing all tasks that are actively processing. Each entry typically shows: Task Name – The descriptive label of the running task. Item Name – A sub-label or additional context for the task (e.g., target object). Start Date – The date and time the task began running. Duration – How long the task has been running so far. Actions Administrators can manage a running task by selecting it (via the checkbox or row) and then choosing one of the following options from the -Actions- drop-down menu: Restart – Stops the current task instance (if needed) and immediately attempts to start it again. This is useful when a task is stuck or if... --- > Learn how to create and manage notification groups in MSPControl. Organize peers into alert groups to streamline communication, automate updates, and boost operational awareness. - Published: 2025-11-17 - Modified: 2025-11-17 - URL: https://mspcontrol.org/wiki/notification-groups/ 3 Smart Ways to Use Notification Groups for Better MSPControl Alerts Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelNotification Groups Notification Groups The Notification Groups page allows customer administrators to organize and manage groups of peers who receive automated system notifications. This feature helps streamline communication by grouping recipients according to purpose or responsibility — for example, technical alerts, billing updates, or security warnings. Notification Groups ensure that relevant peers receive messages triggered by specific system events, such as service suspensions, quota limits, or ticket updates. Interface Overview The main Notification Groups list displays all created groups within the current customer account. The table contains the following columns: Name — The name of the notification group. Recipients — Displays all peers currently included in the group. Actions — Provides quick options for editing or deleting a group.   If no groups have been created, the page will display the message No records…. Creating a Notification Group To create a new group, click + Add Notification Group. The following fields will appear: Name — Enter a clear and... --- > Learn how to use Scheduled Tasks to automate alerts, reports, and monitoring. A customer-focused guide to essential MSPControl automations. - Published: 2025-11-17 - Modified: 2025-11-17 - URL: https://mspcontrol.org/wiki/customer-scheduled-tasks/ Scheduled Tasks Guide: 15 Essential Automations for Better Control Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationUser GuideScheduled Tasks Scheduled Tasks (Customer Account) The Scheduled Tasks page allows Customer Administrators to automate recurring maintenance, monitoring, and reporting actions inside their own MSPControl environment. Only a subset of system-wide tasks is exposed here – the ones that are safe and useful at the customer level. Table of Contents Scheduled Tasks overview Azure: AAD synchronization Azure: Check for Budget exceed Azure: Check for reach Budget suspension percentage Azure: Check for reach Budget warning percentage Backup Database Check domain expiration date Check for inactive users Check Web Site Availability Check Websites Pointers Cloud Folders Overage Report Devices Report Enterprise Solution Report Exchange Distribution Lists Report Exchange Online Distribution Lists Report Send Device Command Send E-Mail Notification Send Files via FTP Send Mailboxes Space Report Send Organization Users Report Update Panel by Time Weekly Timesheet Lock Reminder WordPress State Report Zip Space Files Best Practices   Scheduled Tasks overview The Scheduled Tasks page lists all automated jobs configured for your customer account. Each task has its own: Name... --- > Discover 5 powerful ways to create, manage, and secure customer peer invitations in MSPControl. Improve access control, streamline onboarding, and keep your hosted organization safe. - Published: 2025-11-10 - Modified: 2025-11-10 - URL: https://mspcontrol.org/wiki/customer-peer-invitations/ 5 Powerful Ways to Manage Customer Peer Invitations Effectively Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelCusromer Peer Invitations Customer Peer Invitations The Peer Invitations page allows customer administrators to invite new peers to manage their organization. This feature simplifies user onboarding by generating and sending invitation links via email, allowing new peers to create accounts and gain access to customer resources according to predefined Peer Roles. This page is available only within the context of a specific customer account. Invitations managed here are visible and applicable exclusively within the customer’s own organization. Global administrators can view or manage these invitations only when switched to that customer’s space. Interface Overview The Peer Invitations page displays a list of all current and past invitations for the selected customer account. The table includes the following columns: User Name — The username assigned to the invited peer. Email — The email address to which the invitation link was sent. Phone — Contact number provided during the invitation (if applicable). Created — Date and time when the invitation was generated. Expired... --- > Learn how to create and configure custom Peer Roles in MSPControl. Define granular permissions with view, edit, create, and delete access across all system modules, including hosted organizations, Azure, Exchange, and RMM devices. - Published: 2025-11-04 - Modified: 2025-11-04 - URL: https://mspcontrol.org/wiki/user-peer-roles/ Peer Roles – Custom Permission Management in MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelPeer Roles Peer Roles The Peer Roles page defines the permission model for all Peer accounts in MSPControl. Peer Roles determine what each peer can see and do in the customer portal. They are fully customizable — administrators can create any number of roles and specify access rights to each module using View, Edit, Create, and Delete permissions. Navigation Open Peer Roles from the main customer menu to see a list of all existing roles. The page shows each role’s name, how many peers use it, and quick management controls. Page Overview + Create Peer Role — opens the role creation form where you define a new permission set. Column Visibility — allows hiding or showing specific columns in the table.   Roles Table Name — the role name as it appears in the Peers list when assigned to a user. Users Count — number of peers currently using this role. Copy — allows duplicating an existing role as a template for... --- > Learn how to view, filter, and create peer accounts in MSPControl. See roles, last login dates, two-factor status, and Microsoft account linkage to keep customer access secure. - Published: 2025-10-31 - Modified: 2025-10-31 - URL: https://mspcontrol.org/wiki/users-peers/ Peers – manage additional user access and customer admin accounts in MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationUser GuidePeers Peers The Peers page provides a complete overview of all peer accounts that have access to your MSPControl environment. A peer represents an additional user or device identity — for example, another administrator, a developer, or an integration account — who can sign in and manage tenant resources within their assigned permissions. Navigation To open this page, select Peers from the main navigation panel in the customer area. The page displays a sortable table with all current peer accounts, their status, and authentication settings. Toolbar The top toolbar includes several control options: + Create Peer Account — opens the peer creation form (see the section below for details). All — a filter to display only specific peer types (Active, Device, Disabled, etc.). Search — instantly finds users by name, full name, or e-mail address. Column Visibility — toggles individual table columns on or off to simplify the display. Page Size (e.g. 25 ▼) — defines how many peers are shown per page.  ... --- > View and manage all add-ons assigned to your hosting space in MSPControl. Monitor active licenses, allocated quantities, and creation dates for services like Microsoft 365, Exchange, and FTP users. - Published: 2025-10-30 - Modified: 2025-10-30 - URL: https://mspcontrol.org/wiki/user-space-add-ons/ Space Add-Ons – Manage Hosting Extensions and Service Licenses in MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationUser GuideSpace Add-Ons Space Add-Ons The Space Add-Ons page lists all additional services, features, and licensing components currently assigned to a specific hosting space. These add-ons extend the functionality of the main hosting plan and can include email accounts, storage capacity, Microsoft 365 licenses, or specialized hosting resources. Navigation This page can be accessed from the Space Statistics section by clicking View All Quotas and then selecting the Space Add-Ons tab. It allows reviewing all provisioned add-ons for the selected hosting space (e.g., Hosted Organization).   Tabs The interface includes two tabs: Space Add-Ons — Displays the list of all add-ons currently linked to the hosting space. Hosting Plan — Shows details about the active hosting plan and its configuration (described separately in the Hosting Plan section).   Add-Ons List Each entry in the Space Add-Ons table represents an individual service or feature associated with the hosting space. The table columns include: Name — The name of the add-on (e.g., VirtuWorks Hosted Services – FTP 1... --- > Explore Space Statistics in MSPControl to monitor disk usage, bandwidth, service quotas, and resource add-ons. View usage reports, manage backups, and analyze hosting space performance. - Published: 2025-10-29 - Modified: 2025-10-29 - URL: https://mspcontrol.org/wiki/space-statistics/ Space Statistics – Resource Quotas, Usage Reports, and Add-Ons Overview in MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationUser GuideSpace Statistics Space Statistics The Space Statistics page provides a comprehensive overview of a specific hosting space’s configuration, status, and resource usage. It allows administrators to quickly evaluate available capacity, assigned quotas, and overall space health. Space Overview At the top of the page, detailed information about the selected hosting space is displayed: Created — The date and time when the hosting space was created. Hosting Plan — The associated hosting package or organizational plan (for example, Hosted Organization). Location — The resource pool or datacenter where the hosting environment is deployed. View Space Summary — A quick link that opens a summarized usage view. Default Space — Indicates whether this space is the primary one assigned to the user.   Status and Tools Status — Displays the current operational state (e.g., Active). Only active spaces allow resource modification and service provisioning. Tools — Provides access to system management functions: Backup — Creates a full backup of the hosting space configuration and associated data.... --- > Learn how to view and manage hosting spaces in MSPControl. See space creation dates, active status, and eCommerce management details. Open the Space Statistics page for detailed resource usage. - Published: 2025-10-29 - Modified: 2025-10-29 - URL: https://mspcontrol.org/wiki/user-hosting-spaces/ Hosting Spaces – Manage Service Containers and Access Space Statistics in MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationUser GuideHosting Spaces Hosting Spaces The Hosting Spaces page displays all existing hosting spaces associated with the current user or organization. Each space represents an isolated service container that groups hosted resources such as mail, websites, databases, and users under a single administrative boundary. Overview The main table lists all hosting spaces available in the account. Each record includes the following columns: Space Name — The name of the hosting environment (for example, Hosted Organization). Clicking the name opens the Space Statistics page with detailed usage metrics and configuration data for this space. Creation Date — The date the hosting space was created in the system. Status — Indicates whether the hosting space is Active or Suspended. Only active spaces allow management of resources and new service provisioning. eCommerce Managed — Displays a check mark if the space is managed via the eCommerce system. This means its subscription and billing are controlled automatically through the Subscriptions module and Marketplace integration. Column Visibility The Column Visibility... --- > Learn how to manage subscriptions, payment profiles, and invoices in MSPControl. Add or upgrade service plans through the Marketplace, review transactions, and configure credit settings for automated billing. - Published: 2025-10-23 - Modified: 2025-10-23 - URL: https://mspcontrol.org/wiki/subscriptions/ Subscriptions – Manage Billing, Marketplace Plans, and Payments in MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationUser GuideSubscriptions Subscriptions The Subscriptions page provides an overview of all customer billing relationships, payment profiles, transactions, and credit settings. It allows users to manage service plans, monitor billing cycles, and maintain up-to-date account balances. Overview At the top of the page, key financial metrics are displayed: Balance — The current account balance across all subscriptions. Amount Past Due — Total outstanding amount that has passed the due date. Open Invoices — Number of invoices awaiting payment. Next Billing Date — The date of the next scheduled invoice or recurring charge. Next Billing Amount — The total amount expected on the next billing cycle.   Below the summary section, there are four tabs: Subscriptions Payment Profiles Transactions Credit   Subscriptions Tab The Subscriptions tab lists all active and past plans associated with the organization. Each entry displays key information such as: Space — The organizational context (e.g., Hosted Organization). Plan — The name of the subscribed service or hosting plan. Account Statement — Quick access to a... --- > Learn how to use the MSPControl User Menu to personalize your interface, update your account details, switch between light and dark themes, and reset or fine-tune layout settings. - Published: 2025-10-21 - Modified: 2025-10-21 - URL: https://mspcontrol.org/wiki/user-menu/ User Menu Overview – Customize and Manage Your MSPControl Interface Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationUser GuideUser Menu User Menu The profile menu, accessible by clicking the user avatar in the top-right corner, provides quick access to personal account controls and interface customization settings.   My Account (User Account Details) The My Account option opens the User Account Details page, where users can view and update their personal information, authentication options, and display preferences. It is divided into several logical sections described below.   Account Information User Name — The system login name assigned to the user. This field is read-only and cannot be changed. Password / Confirm Password — Fields used to update the user’s login password. The password must meet security complexity requirements defined by the administrator. Change Password — Applies the entered password change. Generate Password — Automatically creates a strong random password. Photo — Upload or replace the user’s profile picture displayed across the interface. First Name / Last Name — The user’s personal name details displayed in account records and communications. Company Name — The organization associated... --- > Learn how to navigate the MSPControl Account Home page, view hosting resources, access documentation, and monitor your organization’s activity. - Published: 2025-10-09 - Modified: 2025-10-21 - URL: https://mspcontrol.org/wiki/user-account-home/ MSPControl User Guide – Explore Your Account Home Dashboard Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationUser GuideAccount Home Account Home The Account Home page serves as the main dashboard for MSPControl users. It provides a complete overview of your organization, user profile, hosted resources, and quick access to essential management sections. Account Header At the top of the dashboard, you will see your profile block that summarizes account details: Company Name – the organization associated with your account. Full Name – your registered display name. Email – your contact email address. Role – defines your access level (for example, Customer). Status – indicates if your account is Active. Created / Updated – record creation and last update timestamps.   To the right of the header, you will find the gear icon (⚙) that opens additional account management options: View Account Summary – opens the User Account Summary window. From there, you can review your account’s welcome message and send the summary to a specific email address. This feature is useful for providing quick onboarding information to users. Edit Details – opens the User... --- > Learn how to manage and sync your MSPControl Licensing: retrieve your Machine SID, upload or synchronize your license, and understand how to upgrade from a free to a paid license. - Published: 2025-10-06 - Modified: 2025-10-06 - URL: https://mspcontrol.org/wiki/licensing/ Licensing in MSPControl – 3 Key Ways to Sync, Upload, and Manage Licenses Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelLicensing Licensing The Licensing section allows administrators to manage the MSPControl license used by the installation. It includes options for retrieving the machine SID, synchronizing with the license server, and manually uploading license files if required. Get License If you already completed the First Setup Guide, your environment should already include at least a Free License. This block displays your unique Machine SID — an identifier required when purchasing or upgrading your license. If the license was detached or expired, this section will prompt you to obtain a new one. You can either purchase a subscription or update your existing license. Once the new license is issued, it can be synchronized automatically or uploaded manually using the options below. Your License This section synchronizes your local MSPControl installation with the license stored on the MSPControl license server. When you click Sync License, the panel retrieves your current license information, applying any updates (e.g., quota increases or plan... --- > Safely upgrade MSPControl via the Update Dashboard — enable Maintenance Mode, select servers, schedule or run updates, and receive email notifications and logs. - Published: 2025-10-03 - Modified: 2025-10-03 - URL: https://mspcontrol.org/wiki/update-dashboard/ Update Dashboard: 5 Essential Steps for Safe & Easy MSPControl Upgrades Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelUpdate Dashboard Update Dashboard The Update Dashboard provides administrators with a centralized interface for monitoring and applying updates to the MSPControl system. This tool ensures that all servers remain on the same version, which is critical for stable and predictable operation. Before any update can be performed, Maintenance Mode must be enabled. This prevents end users from interacting with the system during update operations and safeguards against incomplete or inconsistent installations. Key Functions Maintenance Mode – Must be enabled before updates can proceed. Update actions such as Upgrade or Update Selected remain disabled until this mode is active. Version Overview – Displays the current system version and the latest available update version. Notification Emails – Administrators can define one or multiple email addresses to receive update-related notifications and logs. Update Selection – Allows administrators to choose which components (Database, Enterprise Server, Local, Portal) to update. Disabled until Maintenance Mode is turned on. Logs – Provides access to the latest... --- > Learn how to configure and customize Mail Templates in MSPControl. Manage email notifications for check-ins, accounts, Azure, organizations, web, ecommerce, and more. - Published: 2025-09-30 - Modified: 2025-09-30 - URL: https://mspcontrol.org/wiki/mail-templates/ 10 Essential MSPControl Mail Templates – Powerful Guide to Notifications and System Emails Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelMail Templates Mail Templates The Mail Templates section provides a comprehensive collection of predefined email templates that cover system notifications, account actions, service updates, reports, and alerts across different modules of MSPControl. Templates can be customized and styled to match organizational requirements. Table of Contents Check In / Out Templates Account Templates Azure Templates Organization Templates Reports Templates VPS Templates Web Templates Ecommerce Templates Settings Templates Documentation Templates Check In / Out Templates User Checked In Notifies when a user successfully checks in to the system. User Checked Out Notifies when a user checks out, confirming the session closure. Time Entry Approval Request Notification Alerts authorizers that a new time entry requires approval. Time Entry Approval Request Notification For User Informs the user that their submitted time entry is awaiting approval. Time Entry Approval Request Notification For Authorizers Sends targeted notifications to authorizers for pending time entry approvals. Time Entry Bulk Approval Notification Summarizes multiple time entry... --- > Master Scheduling Groups in MSPControl: streamline escalations, triage tickets, define immediate work priorities, and improve technician productivity with structured routing rules. - Published: 2025-09-29 - Modified: 2025-09-29 - URL: https://mspcontrol.org/wiki/scheduling-groups/ Scheduling Groups in MSPControl – 7 Powerful Ways to Optimize Ticket Routing Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelScheduling Groups Scheduling Groups The Scheduling Groups section allows administrators to define, organize, and manage groups that determine how tickets and tasks are assigned, escalated, and routed within the system. Each group can represent an escalation path, a triage entry point, or a specialized response team, ensuring efficient distribution of workloads and faster resolution times.   Table of Contents Overview Scheduling Group Configuration Immediate Work and Priorities Best Practices Overview The overview page lists all existing scheduling groups with details such as name, type, and subgroup status. Groups can be created for different functional areas (e.g., Dispatch, Engineering, Frontline, SOC) and may act as escalation points or triage handlers. Name – the identifier of the group (e.g., “Engineering – Intake”). Type – defines the group’s role, such as Escalation or Initial Triage. Is Subgroup – indicates if the group is part of another higher-level group. Actions – allows editing or deleting the group. Scheduling Group Configuration Each scheduling... --- > Explore the Documentation Policies in MSPControl, including Authorizer, Notes, Photos, Password Manager, Asset Manager, and Documents Policy. Ensure secure handling of documentation and access approvals. - Published: 2025-09-25 - Modified: 2025-09-29 - URL: https://mspcontrol.org/wiki/documentation-policies/ Documentation Policies in MSPControl – 6 Key Settings for Secure Access Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelDocumentation Policies Documentation Policies The Documentation Policies section in MSPControl provides rules and controls for managing documentation within the system. These settings define how users can organize and secure documents, assets, notes, photos, and stored passwords, ensuring structured access, compliance, and security. Table of Contents Authorizer Policy Notes Policy Photos Policy Password Manager Policy Asset Manager Policy Documents Policy Authorizer Policy The Authorizer Policy defines how authorization for documentation access and actions is managed. It allows administrators to designate authorizers, set access validity periods, and configure approval workflows. Enable Authorizer Settings – activates the policy for documentation authorization. Documentation Authorizers – defines the list of users who can approve or reject authorization requests. Default Access Period – determines how long an authorization remains valid. Enable Override Authorizer Peer – allows a designated peer to override the original authorizer. Allow to Disable Sending Authorization Message – provides flexibility to mute authorization notifications. Expiration of Requests Confirmation Links (in hours) –... --- > Learn how to configure the System Policy in MSPControl. Includes IP Geolocation API integration and ODBC DSN naming rules for consistent and secure system operations. - Published: 2025-09-24 - Modified: 2025-09-24 - URL: https://mspcontrol.org/wiki/system-policy/ System Policy in MSPControl – 2 Essential Configurations for Stability Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelSystem Policy System Policy The System Policy section provides administrators with global settings that impact how MSPControl integrates with external APIs and enforces naming standards within the operating system. It currently consists of two subsections: IP Geolocation Policy and Operating System Policy. Table of Contents IP Geolocation Policy Operating System Policy IP Geolocation Policy The IP Geolocation Policy configures how MSPControl resolves IP addresses to geographic locations using third-party services. This feature helps enrich tickets and logs with contextual information about where connections originate, useful for both security monitoring and operational reporting. Fields & Options Enable Geolocation API Activates the IP geolocation feature. API Key Authentication key from WhoisXML API, required to query IP geolocation data. Number of Days Between IP Data Refresh Determines how often IP-to-location mappings are refreshed. Example: 7 days. Azure Maps API Key Secondary integration option that allows MSPControl to retrieve mapping and location data via Azure Maps. Behavior When enabled, incoming IP addresses are resolved... --- > Learn how VirtuBot Policies in MSPControl streamline IT support with intelligent automation, chatbot integration, Azure connectivity, and AI-driven ticket processing. - Published: 2025-09-08 - Modified: 2025-09-23 - URL: https://mspcontrol.org/wiki/virtubot-policies/ VirtuBot Policies in MSPControl – Intelligent Automation & Chatbot Integration Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelVirtuBot Policies VirtuBot Policies The VirtuBot Policies section in MSPControl governs how intelligent automation and chatbot services integrate into IT service delivery. VirtuBot combines Processors for automated ticket analysis and planning, Chatbots for natural language interactions, and Agent Models for AI-driven decision-making. Together, these policies transform service desk operations, enabling proactive support, faster resolution times, and improved customer satisfaction. Table of Contents VirtuBot Policy Service Tickets Policy Agent Models Policy VirtuBot Policy The VirtuBot Policy defines how VirtuBot integrates with Microsoft Teams, Azure services, and ticketing systems to provide intelligent automation and conversational support. It manages the configuration of the VirtuBot service, search indexes, service bus integration, history tracking, and ticket modifications. Main Features VirtuBot Service Enable or disable VirtuBot as the automation and chatbot service within MSPControl. Teams App Integration Configure the Application Manifest ID, Manifest Version, and upload the Teams manifest.zip file for chatbot deployment in Microsoft Teams. Azure Search Index Define Endpoint, API Key, and Ticket Index... --- > Explore Azure-related policies in MSPControl, including Office 365 offers, Microsoft Products, CSP, GDAP, Risk Detection, Alert Templates, and Cloud Agreement management for secure and automated service delivery. - Published: 2025-08-27 - Modified: 2025-11-24 - URL: https://mspcontrol.org/wiki/azure-policies/ Azure Policies in MSPControl – Complete Guide to Office 365, CSP, GDAP & Risk Detection Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelAzure Policies Azure Policies The Azure Policies section in MSPControl provides administrators with centralized management of Microsoft 365 and Azure-related services. These policies define how Office 365 offers, Microsoft products, CSP subscriptions, GDAP relationships, risk detection, alert templates, and cloud agreements are handled within the platform. By configuring these policies, providers can automate license distribution, maintain compliance, monitor risks, and strengthen overall tenant management. Table of Contents Office 365 Offers Microsoft Products Azure CSP Policy Azure GDAP Policy Risk Detection Policy Azure Alert Templates Policy MS Cloud Agreement Policy Office 365 Offers The Office 365 Offers policy in MSPControl allows administrators to manage the full catalog of Microsoft 365 subscriptions, add-ons, and related licensing options. From this interface, providers can create new offers, define pricing models, associate offers with resource groups, and manage upgrade paths. The system supports both Corporate and Education licensing scenarios, with flexible billing configurations. Main Features New Offer Create a new... --- > Discover MSPControl Autopilot: an advanced automation engine that powers RMM, patch management, and policy enforcement. Learn how it simplifies IT operations, enhances security, and scales managed services. - Published: 2025-08-22 - Modified: 2025-08-22 - URL: https://mspcontrol.org/wiki/autopilot/ MSPControl Autopilot Overview – Intelligent Automation for Managed Services Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAutopilot Autopilot Overview MSPControl Autopilot is the automation engine at the core of MSPControl. It connects policy‑driven configuration with endpoint management to deliver a seamless and scalable approach to managing Windows‑based infrastructures. Autopilot provisions, maintains, and secures devices through centrally defined policies, enabling service providers to reduce manual effort while improving reliability, compliance, and speed of delivery. For setup instructions, see the Autopilot Installation guide.   Key Capabilities Autopilot empowers managed service providers with: RMM Foundation — Remote Monitoring and Management in MSPControl depends on the Autopilot agent installed on Windows systems. Patch Management — Automated Windows updates and patch deployment across fleets to maintain security and compliance. Policy Enforcement — Centralized device settings, security baselines, and compliance rules applied via profiles; see Device Settings. Scalable Provisioning — Configure once, apply everywhere; new devices automatically receive the correct configuration profile. Security Hardening — Consistent deployment of hardening templates to minimize vulnerabilities. Autopilot Across the Platform Autopilot surfaces throughout MSPControl to provide a unified device‑management experience: Devices —... --- > Discover how MSPControl handles agentless devices synced from Azure. Learn registration steps for iOS and Android, and manage non-Windows devices within your unified device management strategy. - Published: 2025-08-22 - Modified: 2025-08-22 - URL: https://mspcontrol.org/wiki/agentless-devices/ Agentless Devices in MSPControl – Effortless Management for iOS & Android Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAgentless Devices Agentless Devices The Agentless Devices page in MSPControl provides an overview of devices that do not run the MSPControl Autopilot agent. These devices, typically iOS and Android systems, are synchronized through Azure integration. This section is for inventory purposes only and does not yet allow direct management or configuration.   Device Synchronization Agentless devices appear in the list after the scheduled Azure task Sync Managed Devices has been executed. This ensures that smartphones and tablets registered with Azure Active Directory become visible in MSPControl for tracking and auditing. Device Registration To include iOS or Android devices in the inventory, administrators must first register them in Azure Active Directory. Microsoft provides detailed instructions: How to register iOS devices to Azure AD Once registered, the devices are automatically synchronized and listed in MSPControl. Use Cases Maintain visibility of mobile devices (iOS and Android) used within the organization. Ensure non-Windows devices are included in IT asset inventory. Support compliance audits by tracking devices through Azure AD... --- > Learn how MSPControl Device Apps menu empowers administrators to track, export, and control installed applications across all Autopilot-managed devices. Ensure security, disable or enable updates, and maintain consistency with ease. - Published: 2025-08-22 - Modified: 2025-08-22 - URL: https://mspcontrol.org/wiki/device-apps/ Device Apps Management in MSPControl – Powerful Control for Updates & Security Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideDevice Apps Device Apps The Device Apps menu in MSPControl provides a centralized overview of all software installed across Autopilot-managed devices. This interface ensures administrators have complete visibility into application versions, vendor details, and device distribution.   Application List Each entry in the Device Apps list includes: Name – Application name (e.g., Adobe Acrobat, 7-Zip). Versions – Installed versions of the application across devices. Vendor – Publisher or developer of the application. Device Count – Number of devices where the app is installed. Updates Disabled – Status indicating if automatic updates are turned off for that application. Controls Administrators can manage applications directly from this page: Export to Excel – Generate a report of all applications for auditing or compliance purposes. Bulk Actions – Enable or disable application updates across selected devices. Search & Filter – Quickly locate applications by name or vendor. Use Cases Typical scenarios for using Device Apps include: Identifying outdated or vulnerable software that requires patching. Disabling updates for applications... --- > Visualize and manage your global Autopilot device fleet using the MSPControl Device Map. Filter by health, security, and update status to ensure full compliance and visibility. - Published: 2025-08-20 - Modified: 2025-08-22 - URL: https://mspcontrol.org/wiki/device-map/ Essential Device Map in MSPControl – Powerful Real-Time Monitoring for Autopilot Devices Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideDevice Map Device Map The Device Map tab provides a real-time, geographical visualization of all devices managed through MSPControl Autopilot. This includes servers and workstations assigned to specific configuration templates. Devices appear on the map based on their last known location and status, allowing administrators to quickly assess deployment health and identify potential issues across global infrastructure. Interactive Filters Administrators can filter the displayed devices using predefined health and compliance conditions. These filters allow focused monitoring for issues such as outdated agents, missing updates, non-compliant antivirus configurations, or devices that are not Azure AD or Intune joined. All: Displays all registered devices. Agents not Up to Date: Shows devices where the Autopilot agent is outdated. Anti-Virus not Optimal: Flags devices with missing or misconfigured antivirus protection. Devices Not Azure AD Joined: Highlights devices that are not connected to Azure Active Directory. Devices Not Intune Joined: Identifies devices not registered with Microsoft Intune. Firewall not Optimal: Shows systems with suboptimal firewall settings. Low Drive Space:... --- > Learn how to create, organize, and manage Device Settings in MSPControl. Define custom device types, configure inheritance, and optimize your workstation/server settings efficiently. - Published: 2025-08-19 - Modified: 2025-08-22 - URL: https://mspcontrol.org/wiki/device-settings/ Manage Device Settings in MSPControl – Custom Groups & Inheritance Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideDevice Settings Devices Settings The Devices Settings page in MSPControl allows you to define and manage device configuration templates used by the Autopilot. These templates can represent device types such as Servers, Workstations, or Custom categories. Each template may inherit settings from a parent, enabling consistent and automated provisioning across similar devices managed by Autopilot. All existing templates are listed in a table with the following columns: Name: The name of the device setting template. Type: The classification of the template (e.g., Server, Workstation, or Custom). Parent: The template from which the current item inherits settings. Actions: Options to duplicate or delete the template (if applicable). Use the dropdown above the table to select a parent group when creating a new template. Click the Create button to open the configuration interface for a new device template. Devices Settings – Create Clicking the Create button in the Devices Settings section opens a configuration panel with multiple tabs designed to define device behavior policies. These profiles include a... --- > Explore the Device Details page in MSPControl to access 20+ essential data points about each managed Windows machine. From OS and CPU to security, updates, and compliance, get full visibility and control over every endpoint in your network. - Published: 2025-08-15 - Modified: 2025-08-18 - URL: https://mspcontrol.org/wiki/device-details/ Device Details in MSPControl – 20+ Critical Endpoint Insights for MSPs Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelDevice Details Device Details The Device Details page in MSPControl provides a comprehensive breakdown of every Windows machine managed through the Autopilot agent. This advanced view allows administrators to analyze system state, performance, security posture, installed hardware/software, and compliance metrics for a specific device. Devices only appear in this section once the Autopilot agent has been successfully installed. You can view the full list of enrolled devices from the Devices overview screen. This screen opens when clicking any device name from the main list. Device Details – Table of Contents General Notes Photos Passwords Certificates Remote Access General Tab The General tab contains more than 20 sub-sections, each focused on a different aspect of the device. General Overview Operating System CPU Memory BIOS TPM Motherboard Monitor System Settings Network Disk Information Software Firewall Updates Settings Location Remote Access History Geolocation Local Users Local Groups Recommendations Active CVEs General Overview This top section provides a consolidated snapshot of device identity,... --- > Learn about MSPControl Autopilot installation on a Windows system in just 6 simple steps. Follow this complete guide to ensure secure setup and connectivity with your MSPControl panel. - Published: 2025-08-13 - Modified: 2025-08-13 - URL: https://mspcontrol.org/wiki/autopilot-installation/ MSPControl Autopilot Installation – 6-Step Setup Guide for Windows Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAutopilot Installation Autopilot Installation This guide explains how to install the MSPControl Autopilot agent on a Windows or Windows Server machine. Autopilot is a lightweight Windows service that enables remote management of system settings, updates, and security configurations. It is required for MSPControl to monitor and control on-premises servers and endpoints. You can download Autopilot at the Downloads Center. Step 1: Launch the Setup Wizard Download the Autopilot x64 installer from your MSPControl panel or provided link. Run the setup executable. On the welcome screen, click Next to begin installation. Step 2: Accept License Agreement Read the End-User License Agreement and accept the terms by checking the box. Click Next to proceed. Step 3: Select Installation Folder Choose the installation path for the Autopilot agent. By default, it installs to C:\Program Files\Virtuworks Autopilot. You can change the location if needed, then click Next. Step 4: Enter MSPControl Credentials Provide the username and password of the AD user associated with the Hosted Organization in MSPControl. These credentials are... --- > Discover the 2 essential Hyper-V policy types in MSPControl—VPS and RDS policies. Learn how to automate server provisioning, enforce naming rules, and secure access to virtual environments with consistent policy enforcement. - Published: 2025-07-30 - Modified: 2025-08-26 - URL: https://mspcontrol.org/wiki/hyper-v-policy/ Top 2 Hyper-V Policy types in MSPControl to Secure VPS & RDS Deployment Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelHyper-V Policy Hyper-V Policy The Hyper-V Policy section in MSPControl allows administrators to configure provisioning and access rules for virtualized Windows environments. This policy includes two sub-sections: Virtual Private Servers Policy and Remote Desktop Servers Policy. These settings ensure that users receive properly configured resources with consistent naming, security rules, and automation options. Table of Contents Virtual Private Servers Policy Remote Desktop Servers Policy Virtual Private Servers Policy This policy allows administrators to define secure password requirements, automatic VM start/stop behavior, and standard naming conventions for virtual machines hosted under Hyper-V. It ensures consistency and enhances security for VPS deployments across your infrastructure. Administrator Account Password This section enforces strong password policy rules for VPS administrator accounts: Enable Policy — Activates the entire password policy configuration. MinLength / MaxLength — Specifies the minimum and maximum allowed password lengths. Notification Days — Number of days before expiration to begin notifying the user. Auto Renew Days — Frequency of... --- > Configure naming standards, backups, and access security for MS SQL in MSPControl Database Policies - Published: 2025-07-29 - Modified: 2025-07-29 - URL: https://mspcontrol.org/wiki/database-policies/ MSPControl Database Policies – Secure SQL Configuration & Access Rules Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelDatabase Policies Database Policies The Database Policies section in MSPControl allows administrators to define how SQL-based services are provisioned and managed. These policies help standardize the creation of databases and users, enforce secure password policies, and define backup capabilities across two major database engines: Microsoft SQL Server and MySQL. Each sub-policy includes options for name formatting, allowed symbols, character limits, password complexity, and more. This centralized control ensures consistent and secure database provisioning for all hosting spaces managed through MSPControl. Table of Contents MS SQL Policy MySQL Policy MS SQL Policy The MS SQL Policy section allows administrators to configure default behavior, naming conventions, and password security requirements for Microsoft SQL databases and users created within MSPControl. These settings help ensure secure, consistent provisioning across all hosting environments. Backup Policy Defines whether end users are allowed to store database backups directly on the disk of the SQL server. Allow save backup to disk: Enables manual SQL backup creation and storage... --- > Explore MSPControl’s Web Policy settings to securely manage domain, FTP, mail, and web hosting configurations. Enforce compliance and reduce exposure to internet-facing threats. - Published: 2025-07-21 - Modified: 2025-07-22 - URL: https://mspcontrol.org/wiki/web-policy/ Web Policy in MSPControl – 4 things to know: Secure Domains, FTP, Mail & Websites Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelWeb Policy Web Policy The Web Policy section in MSPControl defines security and operational configurations for various internet-facing services, ensuring managed environments maintain control, traceability, and compliance across hosted domains, FTP access, mail systems, and public web content. These policies help prevent misconfiguration, enforce business rules, and limit exposure to threats from external networks. Each policy in this section can be individually enabled and customized based on your organization’s hosting strategy, client-specific restrictions, and compliance requirements. Table of Contents Domain Policy FTP Policy MAIL Policy WEB Policy Domain Policy The Domain Policy section allows administrators to configure domain-related behaviors within MSPControl. It includes automation settings for domain lifecycle monitoring, creation defaults, and dashboard visibility for expiring domains.   WhoisXML API This section enables integration with the WhoisXML API for domain status tracking. It is primarily used to retrieve up-to-date registration data and identify expiring or inactive domains. Use WhoisXML API – Enables or disables the... --- > Discover 14 essential Hosted Organization policies in MSPControl, including mailbox plans, retention tags, backup rules, and security controls for Microsoft 365 tenants. - Published: 2025-07-04 - Modified: 2025-07-21 - URL: https://mspcontrol.org/wiki/hosted-organization-policies/ Hosted Organization Policies in MSPControl – 14 Essential Tenant Configuration Rules Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelHosted Organization Policies Hosted Organization Policies The Hosted Organization Policies section in MSPControl defines policy-driven configuration and automation rules that apply to hosted organization (tenants). These settings allow administrators to standardize provisioning, retention, backup, mailbox rules, and security behavior across multiple hosted environments integrated with Microsoft 365, Exchange Online, SharePoint, and Azure services. Table of Contents Global Exchange Mailbox Plans Global Retention Policy Global Retention Policy Tag Global Mailbox Rules Microsoft Teams Userplan Policy SharePoint Policy Hosted Organization Policy Service Levels Windows Agent Policy Veeam Backup Report Policy Azure Backup Report Policy Security Compliance Policy Global Exchange Online Security Policy AD Custom Field Names Global Exchange Mailbox Plans The Global Exchange Mailbox Plans section allows administrators to define standardized mailbox configurations with specific size quotas, protocol settings, retention behavior, and archiving options. These plans help standardize mailbox provisioning and ensure compliance across tenants. Mailbox Plans Table The mailbox plans list displays all defined plans. Each plan includes: Set as... --- > Learn how MSPControl General Policies define security controls, password policies, lockout thresholds, and session limits to protect admin and peer accounts from unauthorized access. - Published: 2025-06-18 - Modified: 2025-07-02 - URL: https://mspcontrol.org/wiki/mspcontrol-general-policies/ MSPControl General Policies – Secure Access and Session Management Explained Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelMSPControl General Policies MSPControl General Policies The MSPControl General Policies section defines policy-based configurations that govern session security, password enforcement, breach validation, authentication rules, and peer management for your MSPControl deployment. This page provides detailed documentation for all items listed under the “Policies > MSPControl” section in the platform. Table of Contents MSPControl Policy External Login Settings Branding Policy Subscriptions Policy Product Categories Invoice Terms Mailchimp Policy Check In Policy Customer Automatic Signup Policy Chat Beacon Policy Chat Beacon Policy – WebDav Portal ConnectWise Integration Policy ManageEngine ServiceDesk Plus Integration Policy SmileBack Integration Policy Customer Account Profile Policy Reseller Account Profile Policy Peer Account Profile Policy Space Add-ons Policy Scheduling Groups Policy Ticket Board Routing Policy Location IP Addresses Sync Policy Scheduled Tasks Parameters Policy MSPControl Policy The MSPControl Policy page provides system-wide configuration parameters that influence session behavior, password rotation, peer access expiration, and breach protection mechanisms. MSPControl Settings Configure system-wide parameters related to session management and password breach... --- > Security Improvements in MSPControl help you encrypt sensitive data, create database master key backups, and securely restore encryption settings. Strengthen your security posture and ensure compliance with built-in recovery tools. - Published: 2025-06-16 - Modified: 2025-06-16 - URL: https://mspcontrol.org/wiki/security-improvements/ Security Improvements in MSPControl – Encrypt & Protect Sensitive Data Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelSecurity Improvements Security Improvements This section enhances the cryptographic protection of your MSPControl instance by enabling encryption management, backup and recovery procedures, and SQL-level encryption. These operations are critical for protecting sensitive data such as passwords, API keys, email credentials, and audit logs.   Go to Backup and Restore Key page This button opens a separate interface for managing the Database Master Key. You should perform this step before enabling encryption or migrating your SQL Server. Backup File path: Enter the full file path where the encrypted key will be saved (e.g., C:\MSPControl\EncryptionKey.dmk). Password: Set and confirm a password that will be used to protect the exported key file. Keep this password safe. Restore Recovery Password: Enter the current password if restoring from Recovery Password. Backup Restore: If restoring from backup, enter the file path of the saved key and the encryption password used during backup. New Recovery Password: Provide and confirm a new password for future recovery. Reset Current... --- > Unlock the power of MSPControl’s system settings! This guide covers 20 key configuration areas—from Twilio and Google Analytics to Office Web Apps integration and advanced security. Manage your MSP environment with ease. - Published: 2025-06-12 - Modified: 2025-06-12 - URL: https://mspcontrol.org/wiki/system-settings/ 20 System Settings in MSPControl – Essential Configuration Guide Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelSystem Settings System Settings This document provides detailed instructions for configuring the System Settings in MSPControl. Each setting allows you to fine-tune the platform’s behavior, integrations, and security. Follow each section below to set up your environment effectively. Proxy Settings Configure the use of an external proxy server for outbound traffic: Use Proxy: Toggle to enable or disable the use of a proxy server. Proxy Address: The IP address or DNS name of the proxy server. Proxy Port: The port number used by the proxy server. Use Authentication: Toggle to enable authentication for the proxy server. Username: The username for proxy authentication. Password: The password for proxy authentication. Email Settings Configure the system’s email delivery method and related parameters: EmailSettingsType: Choose from SMTP, OAuth, or Send Grid: SMTP: Use a standard SMTP server for email delivery. Server: Enter the SMTP server address (e.g., 127.0.0.1). Port: Port number for SMTP (e.g., 25, 465, 587). User: Username for SMTP authentication (e.g., postmaster). Password:... --- > Discover how to configure Email Routes in MSPControl in just 5 steps. Enhance communication management, streamline routing logic, and integrate with existing systems like Exchange, RDS, and Hyper-V. Learn more from official Microsoft SMTP guidance. - Published: 2025-06-11 - Modified: 2025-06-11 - URL: https://mspcontrol.org/wiki/email-routes/ Email Routes Setup Guide – 5 Steps for Efficient Email Routing Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelEmail Routes Email Routes Email Routes in MSPControl enable administrators to define and manage mail routing between mail servers and clients. This feature is essential for integrating mail services such as Microsoft Exchange, SmarterMail, and similar platforms. Email Routes simplify the management of inbound and outbound email traffic, ensuring seamless delivery and effective mail flow control. For more information about SMTP relay and security best practices, refer to Microsoft Exchange Mail Flow. Accessing Email Routes Navigate to Settings > Email Routes to view the existing routes. The list displays route type, name, and actions available for each route. Type: System Route or Customer Route. Name: A descriptive name for the route (e.g., Virtuworks Exchange Server). Actions: Edit or delete a route. Creating or Editing an Email Route Click the + New button to add a new route, or click the edit icon to modify an existing one. Complete the required fields: Type: Choose System Route or Customer Route, depending... --- > Learn how VM Templates in MSPControl simplify RMM, Hyper-V, and RDS deployments—offering consistent, efficient provisioning and management. Save time, standardize your VMs, and keep your IT infrastructure in top shape. - Published: 2025-06-06 - Modified: 2025-06-06 - URL: https://mspcontrol.org/wiki/vm-templates/ 5 Essential Ways VM Templates Streamline RMM, Hyper-V, and RDS in MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelVM Templates VM Templates The VM Templates feature in MSPControl enables administrators to create standardized virtual machine templates for deployment across Hyper-V and RDS environments. This standardization reduces manual errors, improves efficiency, and ensures consistency in your RMM (Remote Monitoring & Management) processes. Accessing VM Templates Navigate to Settings > VM Templates to view the current list of templates. The main grid displays: Name: Identifier for the template. Operating System: OS pre-installed on the template (e.g., Windows Server 2022). Disk Size: The storage allocation for the VM disk image. Status: Indicates if the template is Active or Inactive. Clicking a template name opens the details page for managing or updating the template configuration. Creating a New VM Template To add a new template: Click the Add VM Template button. Fill in the required fields: Name: Provide a unique identifier (e.g., WinServer2022-Template). Operating System: Select from pre-configured OS images or upload a new image. Disk Size: Specify the desired... --- > Learn how to master virtual networks in MSPControl with 5 essential tools that empower IT pros to streamline IP management, enhance VLAN configurations, and optimize performance. Elevate your infrastructure today! - Published: 2025-06-05 - Modified: 2025-06-05 - URL: https://mspcontrol.org/wiki/virtual-networks/ Master Virtual Networks in MSPControl: 5 Essential Tools for IT Success Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelVirtual Networks Virtual Networks Management The Virtual Networks functionality in MSPControl lets administrators oversee VLANs, subnets, and IP ranges within client infrastructures. It provides essential tools for adding, importing, editing, and deleting network configurations from a single interface. This feature is vital for establishing private networking, workload isolation, and secure traffic routing in both on-premises and cloud environments. For more information about virtual networks , visit the Microsoft Virtual Networks documentation. Key Features Add Networks: Create a new network entry using the Add button. Define the IP range, VLAN ID, and an optional comment to aid documentation. Import Options: Bring in existing logical network configurations for easy integration. Select from available networks and confirm by clicking Save. Network Overview: View configured networks with columns displaying Username, IP, VLAN, and Comment. Quick Actions: Delete unwanted entries with a single click using the trash icon. Filters: Narrow down the list by using the dropdown or search bar. Overview Dashboard The main... --- > Learn how to manage IP addresses in MSPControl: add new ranges, assign NATs, apply predefined pools, and export reports in XLSX format. - Published: 2025-04-14 - Modified: 2025-05-19 - URL: https://mspcontrol.org/wiki/ip-addresses/ Ultimate Guide to Managing IP Addresses in MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelIP Addresses IP Addresses The IP Addresses section allows administrators to manage and allocate public and private IPs for use across virtual machines, NAT configurations, and web services. This tool provides control over IP assignment, NAT bindings, server association, and exportable audit data. IP Address List View This list shows all IP addresses currently defined in the system. Each entry is tied to a specific server, user, or purpose. Interface elements: Add IP Address – Opens a form to add a new IP or range of IPs. Edit selected – Allows bulk editing of selected IP entries. Delete selected – Deletes selected entries from the list. Pool dropdown – Filters results by predefined pool types such as: General Web Sites VPS External Network IP VPS Management Network IP Download Report – Exports the IP address list in .xlsx format. Columns displayed: IP Address – Individual or range of assigned IP addresses (e.g., 192.168.10.10). NAT Address – Optionally mapped NAT target (e.g., 10.0.0.10).... --- > Discover how to efficiently create, configure, and monitor Storage Spaces in MSPControl. Learn to set quotas, assign paths, and optimize storage usage. - Published: 2025-04-03 - Modified: 2025-05-19 - URL: https://mspcontrol.org/wiki/storage-spaces/ Top 7 Tips for Managing Storage Spaces in MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelStorage Spaces Storage Spaces The Storage Spaces section in MSPControl allows administrators to define and manage storage allocations across services and environments. Each Storage Space is a controlled area on a storage volume where limits, access rules, and folder structures can be applied. This system is based on Microsoft Storage Spaces, a feature in Windows Server for virtualized storage pools and resiliency across drives. MSPControl integrates this capability with a multi-tenant control panel to simplify allocation, tracking, and control of storage resources. Table of Contents Storage Spaces Storage Spaces Overview Creating a New Storage Space Editing an Existing Storage Space Best Practices Storage Space Levels Accessing the Storage Space Levels Menu Adding a Storage Space Level Best Practices Storage Volumes Storage Volumes Overview Adding a New Storage Volume Importing Existing Volumes Best Practices Storage Space Migrations Cloud Folder Migrations Archive Migrations Website Migrations Best Practices Storage Spaces Overview The main list view displays all existing Storage Spaces and their configurations. It... --- > Streamlined Deployment from Azure Marketplace to your Azure subscription with a few simple steps. Learn how to set up your Azure subscription. - Published: 2025-04-01 - Modified: 2025-04-02 - URL: https://mspcontrol.org/wiki/streamlined-deployment-from-azure-marketplace/ Streamlined Deployment from Azure Marketplace – MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideStreamlined Deployment from Azure Marketplace Streamlined Deployment from Azure Marketplace Deploying MSPControl to your Azure environment involves a series of guided steps that simplify the overall process. Each step is designed to make the setup as efficient as possible. To begin, visit our Azure Marketplace offer at MSPControl on Azure Marketplace. This page provides detailed information about the package and its features. Important: You must have your own Azure subscription to deploy MSPControl. If you don’t already have one, you can create a free Azure account by visiting the Azure Free Account page. Deployment Wizard Overview After selecting “Create” from our Azure Marketplace offer, the Azure Resource Manager deployment wizard opens. This wizard walks you through configuring your MSPControl deployment settings within your Azure subscription. Step 1: Configure Deployment Settings The wizard displays a form where you can review and customize various settings: Subscription: Confirm the Azure subscription where MSPControl will be deployed. Resource Group: Select an existing resource group or create a new one to organize your resources.... --- > View, start, stop, or replicate Hyper-V virtual machines with MSPControl’s centralized Virtual Machines dashboard. - Published: 2025-04-01 - Modified: 2025-04-01 - URL: https://mspcontrol.org/wiki/virtual-machines/ Virtual Machines in MSPControl: Manage and Monitor Hyper-V VMs Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelVirtual Machines Virtual Machines The Virtual Machines menu in MSPControl (integrated with Hyper-V) provides a centralized interface to list, manage, and monitor all VMs across your environment. Administrators can start, stop, reboot, or even replicate virtual machines, ensuring seamless operations and streamlined VM lifecycle management. Virtual Machines Dashboard The main Virtual Machines page displays each VM in a table, typically showing: Customer – Which tenant or organization the VM belongs to (e.g., “Contoso”). Name – The VM’s name as registered in Hyper-V (e.g., “VM-WEB01”). Storage Space – Which storage pool or volume the VM resides on. Virtual Network – The network switch or VLAN the VM is connected to. External IP – The public IP address (if any) assigned to the VM. Private IP – The VM’s internal or private IP address on the virtual network. Space – The hosting space or plan under which this VM is allocated. Replication Status – Indicates if the VM is replicated to another host... --- > View, track, and terminate Azure GDAP admin relationships across customers with MSPControl’s centralized GDAP dashboard. - Published: 2025-04-01 - Modified: 2025-05-19 - URL: https://mspcontrol.org/wiki/azure-gdap/ Azure GDAP in MSPControl: Manage Granular Delegated Admin Privileges with Ease Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelAzure GDAP Azure GDAP Azure GDAP (Granular Delegated Admin Privileges) allows Microsoft partners to manage customers’ Azure or Microsoft 365 environments with finely tuned permissions. In MSPControl, the Azure GDAP page provides an overview of these admin relationships, letting you check compliance, view assigned roles, and terminate outdated or non-compliant privileges. Admin Relationships Dashboard The main Azure GDAP (or Admin Relationships) page lists all active and expired GDAP links between your partner account and customer tenants. Common columns include: Admin Relationship Name – A descriptive label (e.g., Contoso-GDAP-relationship) for the GDAP relationship. Customer – The tenant or customer name (e.g., Contoso) linked to the GDAP relationship. Status – Indicates whether the relationship is Active, Expired, or Pending. Start Date – The date when the GDAP relationship began. End Date – When the relationship is set to expire (if any). Compliance Status – Shows if the relationship meets your organization’s policy requirements (e.g., Policy Compliant or Non-Compliant). Terminate – A... --- > View, log off, or send messages to Remote Desktop users across multiple RDS hosts in MSPControl’s RDS Users dashboard. - Published: 2025-03-28 - Modified: 2025-05-19 - URL: https://mspcontrol.org/wiki/rds-users/ RDS Users in MSPControl: Powerful Monitoring and Management of Remote Desktop Sessions Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelRDS Users RDS Users The RDS Users menu in MSPControl provides a real-time view of all Remote Desktop Services (RDS) user sessions across your environment. From this single dashboard, you can monitor session states, send messages to users, or log them off when necessary—helping you maintain control and security on multiple RDS hosts. RDS Users RDS Users Dashboard The main RDS Users page displays each active (or disconnected) user session on your RDS servers. Typically, the columns include: User Name – The username or account (e.g., j.smith) currently logged into an RDS session. Host Server – The FQDN or hostname of the RDS server (e.g., rds01.yourdomain.net) hosting that session. Session State – Indicates whether the session is ACTIVE, DISCONNECTED, or otherwise. A set of actions is typically available per session, allowing you to Log Off a user or Send Message to them. Additionally, you can refresh the list, filter sessions, or search for specific user accounts. Key Actions... --- > Discover how to view, configure, and maintain RDS servers and applications with MSPControl’s centralized RDS management. - Published: 2025-03-28 - Modified: 2025-05-19 - URL: https://mspcontrol.org/wiki/rds-servers/ RDS Servers in MSPControl: Efficiently Manage Remote Desktop Hosts and Applications Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelRDS Servers RDS Servers MSPControl provides a centralized view of all Remote Desktop Services (RDS) hosts across your deployment. From this list, you can monitor server health, manage applications, and configure server-level settings—enabling efficient oversight of multiple RDS environments. RDS Servers List The main RDS Servers page displays each RDS host in a table, typically showing: Server Name – The FQDN or hostname of the RDS server (e.g., rds01.yourdomain.net). IP Address – The server’s IP address (e.g., 192.168.1.10). Organization – If applicable, which organization or tenant this RDS host belongs to. Comments – Any descriptive notes or comments about the server. Status – Basic health indication (e.g., Online, Offline). Information – A quick-access icon to View Info, revealing CPU usage, disk space, and other stats. Restart – A toggle or button to remotely restart the RDS server (if permissions allow). Shutdown – Similar to Restart, but for shutting down the server. Cert/Enc – Indicates SSL certificate or encryption settings... --- > Discover, monitor, and control Windows devices (desktops or servers) through MSPControl Autopilot’s centralized Devices management. - Published: 2025-03-27 - Modified: 2025-08-14 - URL: https://mspcontrol.org/wiki/devices/ Devices in MSPControl: Easily Manage Windows Endpoints with Autopilot Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelDevices Devices – Remote Monitoring & Management (RMM) The Devices page in MSPControl displays a complete list of all workstations and servers that have the MSPControl Autopilot agent installed. This suite of features supports comprehensive device monitoring, remote actions, and proactive management, ensuring your IT environment is secure, compliant, and fully optimized for performance. Once the Autopilot agent is successfully installed on a Windows machine, the device will automatically appear in this list under the Devices section of the left menu (Organizations > Devices > Devices). Device Table Overview The main Devices page displays a table of all Autopilot-managed Windows machines. Each row typically includes: UserName / Name The user account associated with the device (e.g., “George Khoury”) plus a device name (e.g., “OTFX06”). Clicking the user name filters for all that customer’s devices; clicking the device name opens its details. Friendly Name A custom label (e.g., “stockbuild,” “AWSConnect”) for quick identification. Current User The Windows user currently logged in (or... --- > Choco Feeds: Define and monitor Chocolatey feed sources in MSPControl, simplifying Windows software deployment and updates. - Published: 2025-03-27 - Modified: 2025-05-20 - URL: https://mspcontrol.org/wiki/choco-feeds/ Choco Feeds in MSPControl: Manage Chocolatey Package Sources Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelChoco Feeds Choco Feeds ⚠️ Deprecation notice: We plan to replace Chocolatey feeds with WinGet in the near future. WinGet is currently in beta testing with Autopilot and Devices. The Choco Feeds section in MSPControl allows you to define and manage Chocolatey package feed sources. By configuring these feeds, MSPControl can synchronize Windows software packages from various repositories, enabling streamlined deployment and updates across your environment. Overview Chocolatey is a package manager for Windows that lets you install and update software via command-line commands. In MSPControl, you can register one or more “Choco Feeds” (public or private) where these packages are hosted. This makes it easier to maintain consistent package versions and automate software installations across multiple servers in your RDS environment, where MSPControl can now query these feeds directly to deploy applications to session hosts. Adding a New Choco Feed Go to Settings > Choco Feeds If none are listed yet, you’ll see an empty page. Click + Add Choco Feed.... --- > Add and configure real servers (physical or virtual) in MSPControl to enable managed hosting services and resource allocation. - Published: 2025-03-25 - Modified: 2025-05-20 - URL: https://mspcontrol.org/wiki/servers/ Servers in MSPControl: Manage Unlimited Physical or Virtual Machines for Hosting Services. Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelServers Servers In MSPControl, a Server represents a real machine—physical or virtual—where the MSPControl Server component is installed. By adding and configuring these servers in the MSPControl portal, you can manage the hosting services and resources they provide, such as web hosting, mail, FTP, databases, and more. Adding a New Server Go to Settings > Servers If no servers are listed yet, you’ll see an empty page. Click + Add Server. Server Name Provide a clear identifier (e.g., “Webhost01” or “MailServerA”) so you can recognize it easily. Server URL Enter the URL of the MSPControl Server component installed on the server you’re adding. For example: http://192.168.1.10:9002/ or https://hostname:9002/. MSPControl will use this address to communicate and manage services on that server. Password / Confirm Password Enter the authentication password that was set during the MSPControl Server component installation, and re-enter it to confirm. Search Installed Software (Optional) Enabling this option may let MSPControl automatically detect which services (IIS,... --- > Create a Virtual Server by selecting services from multiple physical or virtual servers to build a unified hosting target in MSPControl. - Published: 2025-03-21 - Modified: 2025-05-20 - URL: https://mspcontrol.org/wiki/virtual-servers/ Virtual Servers in MSPControl: Effortlessly Combine Multiple Service Resources for Hosting Plans Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelVirtual Servers Virtual Servers In MSPControl, a Virtual Server is not a single physical or virtual machine. Instead, it’s a logical construct that groups different services from one or more real servers into a single hosting target. This lets you offer a comprehensive range of services (web, mail, databases, etc.) under one “server” name, simplifying plan creation and resource allocation. Why Virtual Servers? In many hosting environments, no single physical or virtual server provides all services. You might have one server for web hosting, another for mail, another for databases, and so on. MSPControl’s Virtual Server feature lets you bundle resources from these disparate servers into one entity, so when you create a Hosting Plan, you can simply pick “MyServer” (the virtual server) and have all needed services (e.g., web, mail, FTP, SQL, Azure, etc.) accessible to that plan. Creating or Editing a Virtual Server Go to Settings > Virtual Servers If none exist, you’ll see an empty... --- > View folder sizes, usage stats, and organization-level sharing details in MSPControl’s Cloud Folders Dashboard. - Published: 2025-03-21 - Modified: 2025-05-20 - URL: https://mspcontrol.org/wiki/cloud-folders-dashboard/ Cloud Folders Dashboard in MSPControl: Instantly Track Folder Usage and Manage Sharing Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelCloud Folders Dashboard Cloud Folders Dashboard Cloud Folders DashboardThe Cloud Folders Dashboard in MSPControl provides a centralized overview of folders hosted through the Cloud Folders—a WebDAV-based service. It displays usage statistics, folder links, and organizational details, helping administrators quickly identify which folders consume the most space and how they’re accessed or shared. Overview When you open the Cloud Folders Dashboard, you’ll see a list of folders, their URLs (or shared links), and usage metrics such as: Folder Name – The name or label assigned to each folder (e.g., “Accounting,” “Admin”). Folder URL – A direct link or path to the folder in the cloud storage, typically accessible via WebDAV. Used Space – How much data (in MB or GB) the folder currently contains, often displayed as a bar to visually indicate consumption vs. available quota. Users – Number of users or peers who have access to this folder. The dashboard may also display summary statistics, such as total... --- > View outstanding invoices, aging periods, and unused payments in MSPControl’s Receivables Dashboard for streamlined billing oversight. - Published: 2025-03-20 - Modified: 2025-05-20 - URL: https://mspcontrol.org/wiki/receivables-dashboard/ Receivables Dashboard in MSPControl: Powerful Monitoring and Management of Customer Invoices Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelReceivables Dashboard Receivables Dashboard The Receivables Dashboard in MSPControl provides an at-a-glance overview of outstanding invoices and payment statuses for each customer. It helps administrators quickly identify overdue amounts, track unused payments, and manage billing more efficiently.   Overview When you open the Receivables Dashboard, you’ll see a list of customers or users, along with key billing and contact details. Common columns include: User Name – The primary account or contact for the billing record. Phone – Contact phone number, allowing quick follow-up on overdue balances. Company – The organization or business name associated with the account. Unused Payment – Any credit or overpayment amount that hasn’t been applied to an invoice. Invoice Amount 0–30 Days – Total invoice amounts due within the last 30 days. Invoice Amount 31–60 Days – Amounts outstanding for invoices aged 31 to 60 days. Invoice Amount 61–90 Days – Amounts outstanding for invoices aged 61 to 90 days. Invoice Amount 91+ Days –... --- > View a calendar-based summary of Azure Backup jobs, check statuses, and drill down into protected items with MSPControl’s Azure Backups Dashboard - Published: 2025-03-20 - Modified: 2025-03-20 - URL: https://mspcontrol.org/wiki/azure-backups-dashboard/ Azure Backups Dashboard in MSPControl: Monitor Cloud Backup Status and Schedules Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelAzure Backups Dashboard Azure Backups Dashboard The Azure Backups Dashboard in MSPControl provides a calendar-based overview of your Azure Backup jobs. It displays daily color-coded statuses to quickly show which backups succeeded, failed, or issued warnings, and allows you to drill down for detailed information on each protected item. Calendar View Similar to other MSPControl backup dashboards, the Azure Backups Dashboard shows a monthly calendar where each day is color-coded to represent the overall status of Azure Backup jobs: Green – Successful backups. Red – Failed backups. Yellow/Orange – Warnings or partial successes. This visual layout helps you spot trends or recurring issues quickly (e.g., frequent warnings on certain days). Filtering and Date Range At the top of the dashboard, you can: Select a Date Range – Use the From and To fields to specify which dates to display, then click Apply or use the Next/Back buttons. Filter by Customer – If you manage multiple organizations, you can narrow... --- > Veeam Dashboard: View a calendar-based summary of Veeam backup jobs by VM, category, or job, and quickly spot successes, warnings, or failures in MSPControl. - Published: 2025-03-19 - Modified: 2025-05-21 - URL: https://mspcontrol.org/wiki/veeam-dashboard/ 5 Powerful Benefits of the Veeam Dashboard in MSPControl for Monitoring Backup Health and Schedules Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelVeeam Dashboard Veeam Dashboard The Veeam Dashboard in MSPControl offers a calendar-based view of your Veeam backup activities and global statistics about your backup environment. It helps you quickly identify which backups succeeded, failed, or encountered warnings on any given day, providing an at-a-glance overview of backup health, license status, and resource availability. Global Stats At the top of the dashboard, you may see quick metrics like: Veeam Licenses Expiring in next 30 days – Alerts you to license renewals needed soon. Offline Veeam Backup Servers – Indicates how many Veeam servers are currently unreachable. “Veeam DB Connect Error” Servers – Lists servers that have issues connecting to the Veeam database. Low Space Servers – Shows backup servers running out of storage capacity. VM’s Not Seen Last 72h – Flags virtual machines that haven’t reported or been backed up recently. These statistics provide a quick health check for your overall backup infrastructure, prompting you to... --- > Monitor Azure consumption, budgets, and cost trends with MSPControl’s Azure Dashboard. - Published: 2025-03-19 - Modified: 2025-05-21 - URL: https://mspcontrol.org/wiki/azure-dashboard/ Avoid Costly Mistakes: 3 Reasons to Use the Azure Dashboard in MSPControl to Track Cloud Budgets Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelAzure Dashboard Azure Dashboard The Azure Dashboard in MSPControl provides a consolidated, visual overview of your Azure consumption. It shows daily costs (potentially broken down by organization), total spend, revenue, margins, and forecasts—helping you stay on top of your budget, identify key cost drivers, and track profitability or margin.   Overview Upon opening the Azure Dashboard, you may see two main visualizations: Daily Bar Chart (Per Days / Per Orgs) A stacked bar chart representing daily Azure costs for each organization (or subscription, depending on configuration). Each colored segment within a bar indicates that day’s cost contribution from a particular org or resource group. This view helps pinpoint which organizations are driving costs on specific dates, allowing for quick trend analysis or anomaly detection. Burn Rate Section A line or area chart illustrating how your spend (or revenue and margin) evolves over time. You’ll often see multiple metrics displayed: Cost – Actual spend so... --- > Easily monitor overall bandwidth usage, filter by date range, and export HTM reports in MSPControl’s Bandwidth Dashboard. - Published: 2025-03-18 - Modified: 2025-05-21 - URL: https://mspcontrol.org/wiki/bandwidth-dashboard/ Bandwidth Dashboard in MSPControl: 1 Easy Way to Track Global Data Transfer Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelBandwidth Dashboard Bandwidth Dashboard The Bandwidth Dashboard provides a global view of data transfer usage in MSPControl. You can filter by date range (e.g., daily, monthly) to see how much bandwidth has been consumed and identify trends. There’s also an option to export the results for further analysis. Overview When you navigate to Dashboards > Bandwidth Dashboard, you’ll see a form to select a From and To date. Once you pick your desired date range, click Apply (or use the < Previous Month / Next Month > buttons) to refresh the report. The resulting table shows: Hosting Space – Typically “System,” representing all bandwidth usage in your environment. Status – Whether the system is Active or Suspended. Allocated, MB – The total bandwidth allocation (if applicable). Used, MB – The actual amount of bandwidth consumed within the selected date range. Usage, % – Percentage of allocated bandwidth that has been used. User – The owner or account associated... --- > Track hosting space allocations, usage details, and quickly view resource breakdowns in MSPControl’s Disk Space Dashboard. - Published: 2025-03-18 - Modified: 2025-03-18 - URL: https://mspcontrol.org/wiki/disk-space-dashboard/ Disk Space Dashboard in MSPControl: Monitor and Explore Storage Usage Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelDisk Space Dashboard Disk Space Dashboard The Disk Space Dashboard provides a high-level view of total disk space usage across your MSPControl deployment. It displays a single System hosting space, representing all allocated and used resources in the environment. Overview When you navigate to Dashboards > Disk Space Dashboard, you’ll see one row labeled System, with details such as: Status – Whether the system is Active or Suspended. Allocated, MB – The total disk space allocated to the System space. Used, MB – How much of that allocated space is actually in use. Usage, % – Percentage of allocated storage that is consumed. Nested Spaces – Typically 0 unless sub-spaces are configured. At the top, there’s an Export Report button, which generates an .htm file containing the disk usage data. You can save or print this for recordkeeping, audits, or capacity planning. Detailed View Next to the System entry, you’ll find an “eye” icon (View Details). Clicking it opens a... --- > Manage and securely share certificates with peers, enable optional password protection, and set authorization requirements in MSPControl. - Published: 2025-03-17 - Modified: 2025-03-17 - URL: https://mspcontrol.org/wiki/certificates/ Certificates in MSPControl: Store, Protect, and Share SSL or Other Certificates Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelCertificates Certificates The Certificates section in MSPControl allows you to securely store, manage, and share SSL or other types of certificates. Similar to Passwords, certificates are protected by Azure Key Vault, ensuring nothing is stored locally. You can optionally require authorization, control peer access, and even password-protect your certificates for additional security. Enabling the Certificate Manager & Azure Key Vault Before you can upload or manage certificates, you must enable the feature and configure Azure Key Vault: Go to Settings > Policies > Documentation > Password Manager Policy Check Enable Certificate Manager to activate certificate functionality. Enter Your Azure Key Vault Credentials Provide the Tenant ID, Client ID, Client Secret, and Vault Base Url associated with your Azure Key Vault. MSPControl will use these details to securely store and retrieve certificates (as well as passwords, if enabled). Save Changes Your configuration is now active. The Certificates section will appear in the Documentation menu once enabled. Without enabling Certificate Manager... --- > Manage and securely share passwords with peers, enable MFA secrets, and set authorization requirements in MSPControl. - Published: 2025-03-17 - Modified: 2025-03-17 - URL: https://mspcontrol.org/wiki/passwords/ Passwords in MSPControl: Store, Protect, and Share Credentials Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelPasswords Passwords The Passwords section in MSPControl allows you to securely store and manage sensitive credentials (e.g., admin passwords, API keys), optionally protected by extra authorization. You can assign peer tags, enable multi-factor authentication (MFA) secrets, and control which peers can view or receive each password. All passwords and certificates are stored in Azure Key Vault (it’s free up to certain usage limits), ensuring that nothing is stored locally. Enabling the Password Manager & Azure Key Vault Before using the Passwords feature, you must enable it in the policy settings and configure Azure Key Vault: Go to Settings > Policies > Documentation > Password Manager Policy Here, check Enable Password Manager to activate the functionality. Enter Your Azure Key Vault Credentials Provide the Tenant ID, Client ID, Client Secret, and Vault Base Url associated with your Azure Key Vault. MSPControl will use these details to securely store and retrieve your passwords and certificates. Set Expiration of Passwords List View Link (Optional) Configure... --- > Store and manage images in categorized albums. Restrict access or require authorization for sensitive photos in MSPControl. - Published: 2025-03-14 - Modified: 2025-03-14 - URL: https://mspcontrol.org/wiki/photos/ Photos in MSPControl: Organize, Secure, and Share Images Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelPhotos Photos The Photos section in MSPControl lets you store, organize, and share images within the platform. It includes four default albums (Servers, Computers, Infrastructure, and Assets), but you can also create your own. Each album can be protected by authorization requirements and peer-based access, ensuring that sensitive images are only visible to approved individuals. Enabling Photos & Azure Blob Setup Before you can upload or manage photos, you must enable the feature and configure Azure Blob storage: Go to Settings > Policies > Documentation > Photos Policy Here, check Enable Photos to turn on the feature. Provide an Azure Blob Connection String In the Azure Blob Connection String field, enter the connection details for your Azure Storage Account. MSPControl will use this for storing and retrieving uploaded images. Set Access Expiration (Optional) Define how long peer access to photos lasts by default (e.g., 1 hour, 1 day). You can override this per album or image. Click “Save Changes” Your configuration is... --- > Store rich-text notes, control access with peers, and require authorization for sensitive information in MSPControl. - Published: 2025-03-13 - Modified: 2025-05-21 - URL: https://mspcontrol.org/wiki/notes/ Notes in MSPControl: 1 Easy Way to Create, Secure, and Share Documentation Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelNotes Notes The Notes section in MSPControl allows you to create and manage text-based documentation or reminders within the platform. You can use rich-text formatting, define peer tags, and control who can view or modify each note. This is especially useful for storing server details, client instructions, or any information that multiple administrators or peers need to reference. Enabling Notes By default, the Notes feature may be disabled. To enable it: Go to Settings > Policies > Documentation > Notes Policy. Check the box labeled Enable Notes. Click Save Changes or Save Changes and Exit to apply the policy. Overview Once enabled, you can access Notes in the main menu. You’ll see a list of existing notes (if any). Each note entry typically includes: Note – The main text or title of your note. Peer Tags – Tags indicating whose note this is or what it is relevant to. Create Date / Update Date – Timestamps for when... --- > Track tasks currently in progress, with options to stop or restart them in MSPControl’s Running Tasks menu. - Published: 2025-03-12 - Modified: 2025-05-21 - URL: https://mspcontrol.org/wiki/running-tasks/ Running Tasks: 5 Powerful Ways to Monitor and Control Active Jobs in MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelRunning Tasks Running Tasks The Running Tasks section in MSPControl displays all currently active or in-progress scheduled tasks, allowing administrators to monitor their status and, when necessary, stop or restart them. This is especially useful for troubleshooting long-running or stuck processes. Overview When you open the Running Tasks page, you’ll see a table listing all tasks that are actively processing. Each entry typically shows: Task Name – The descriptive label of the running task. Item Name – A sub-label or additional context for the task (e.g., target object). Start Date – The date and time the task began running. Duration – How long the task has been running so far. Actions Administrators can manage a running task by selecting it (via the checkbox or row) and then choosing one of the following options from the -Actions- drop-down menu: Restart – Stops the current task instance (if needed) and immediately attempts to start it again. This is useful when... --- > View and filter system events, changes, or errors. Export logs or clear records from the Audit Log in MSPControl. - Published: 2025-03-12 - Modified: 2025-05-21 - URL: https://mspcontrol.org/wiki/audit-log/ Audit Log Mastery: 7 Essential Ways to Leverage MSPControl for Full Visibility Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelAudit Log Audit Log The Audit Log in MSPControl provides a comprehensive record of system events, user actions, and administrative changes. By reviewing these entries, administrators can troubleshoot issues, monitor activity, and maintain security or compliance standards. Overview Each entry in the Audit Log typically includes the following columns: Severity – Categorizes the event as Information, Warning, or Error. Date – The date when the log entry was created. Started / Finished – Timestamp indicating when a particular action began and ended (if applicable). Source – The originating component or module (e.g., System, Scheduler, User). Task – Identifies the specific task or action (e.g., Change password, Update License). User – Which user or account performed the action. Often shows serveradmin for system-level operations. Item Name – Additional context or identifier for the action (e.g., Domain Name, Service ID). Customer / Organization – For multi-tenant environments, indicates which customer or organization the event pertains to. Download – Some events... --- > Manage and track peers invitations for newly created peer accounts. Resend or delete invites to streamline onboarding in MSPControl. - Published: 2025-03-04 - Modified: 2025-05-22 - URL: https://mspcontrol.org/wiki/peers-invitations/ Peers Invitations in MSPControl: Simplify New Account Onboarding Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelPeers Invitations Peers Invitations The Peers Invitations page in MSPControl helps you manage invitations sent when creating a new Peer account.   By selecting Send invitation during Create Peer Account, an email is generated with login credentials or a setup link for the new user.     This page displays all such invitations, allowing you to monitor their status and resend or delete them if needed. Key Features Customer Name Identifies the customer organization associated with the invited peer. User Name Shows the username chosen for the peer account. Email The address to which the invitation was sent. This is where the user will receive setup instructions. Phone An optional phone number, if provided during peer account creation. Created The date and time the invitation was generated. Expired Indicates whether the invitation link is still valid or has passed its expiration date. Resend Allows you to resend the invitation email if the user did not receive or lost it. Delete Removes the... --- > Configure and manage automated tasks like bandwidth calculation, license updates, antivirus scans, and more in MSPControl’s Scheduled Tasks module. - Published: 2025-03-04 - Modified: 2025-08-22 - URL: https://mspcontrol.org/wiki/scheduled-tasks/ Scheduled Tasks in MSPControl: 100 Ways to Automate Maintenance & Resource Calculations Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelScheduled Tasks Scheduled Tasks Scheduled Tasks in MSPControl let you automate routine maintenance, resource calculations, license updates, and more. Each task runs on a defined schedule (daily, interval-based, or at specific times), ensuring consistent upkeep of your hosting environment without manual intervention. Table of Contents Archive Maintenance Anti-Virus Web Sites scan Azure Backups Import Azure AAD synchronization Azure: Advisor Recommendations Azure: Applications Expiration Maintenance Azure: Check for Budget exceed Azure: Check for missing AAD users Azure: Check for reach Budget suspension percentage Azure: Check for reach Budget warning percentage Azure: Check for reach Systemwide Limit percentage Azure: Cloud Agreements Report Azure: Consumption Report Azure: Create Azure Ecommerce Invoices Azure: GDAP Admin Relationships Checking Azure: Import New Commerce Offers Azure: Plan Utilization Records Collect Azure: Regenerate AAD credential Azure: Remove Customers Partner Relationship Azure: Remove Expired Guest Users Azure: Sync Sentinel Watchlists Azure: Sync Managed Devices Backup Backup Database Calculate Exchange Disk Space Calculate Spaces Bandwidth Calculate Spaces Disk... --- > Create and manage Peer Roles with granular View/Edit/Create/Delete rights for each feature. Securely delegate tasks in MSPControl. - Published: 2025-03-03 - Modified: 2025-05-22 - URL: https://mspcontrol.org/wiki/peer-roles/ Peer Roles in MSPControl: 21 Powerful Customizable Permission Sets Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelPeer Roles Peer Roles Peer Roles in MSPControl let administrators define precise permission sets for Peer accounts. Each role has multiple checkboxes (View, Edit, Create, Delete) spanning various modules and features. By configuring roles carefully, you can ensure each peer account only has access to the functionalities they need. Peer Roles Overview The Peer Roles page lists all existing roles along with: Name A label used to identify the role (e.g., “Help Desk,” “Billing Manager,” or “Limited Admin”). Users Count How many peer accounts are currently assigned to this role. Inheritable If enabled, resellers or sub-entities can inherit this role configuration for their own peers. Copy Quickly duplicate an existing role’s settings to create a new one. Clicking + Create Peer Role or New Peer Role opens a form where you can configure the permissions matrix. Creating or Editing a Peer Role When you create or edit a peer role, you’ll see: Role Name & Inheritable Option Provide a descriptive name... --- > Manage peer accounts (Peers) with role-based permissions. Grant help desk or delegated admin access while maintaining security in MSPControl. - Published: 2025-03-03 - Modified: 2025-05-22 - URL: https://mspcontrol.org/wiki/peers/ Peers in MSPControl: 5 Powerful Ways to Enable Flexible Access & Delegated Administration Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelPeers Peers In MSPControl, Peers are customizable user accounts that can be assigned distinct roles and permissions. This feature enables administrators to delegate specific tasks or grant limited access to help desk staff, secondary administrators, or external partners without exposing full root-level privileges. Why Use Peers? Granular Permissions Peers work with Peer Roles to define exactly what each account can view or modify, ensuring tight security and controlled delegation. Delegated Administration Assign administrative responsibilities to different teams or individuals while keeping the main admin account separate and secure. Help Desk & Support Staff Create peer accounts for support personnel who need read-only or partial write access, rather than granting full administrator privileges. Creating a Peer Account To create a new peer account, navigate to Peers from the MSPControl menu and click Create Peer Account. You’ll see a form with several sections: User Name & Password Provide a unique username. Set an initial password or use the Generate... --- > Grant extra resources without altering base plans. MSPControl’s Hosting Add-Ons let you tailor individual quotas for customers and maintain flexible service offerings. - Published: 2025-02-28 - Modified: 2025-05-22 - URL: https://mspcontrol.org/wiki/hosting-add-ons/ Hosting Add-Ons: 3 Powerful Reasons to Enhance Resource Allocations in MSPControl Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelHosting Add-Ons Hosting Add-Ons Hosting Add-Ons in MSPControl let you grant additional resources and quotas to a specific customer’s Hosting Space without modifying the base Hosting Plan. Since the add-on is applied to the Hosting Space rather than the plan, other customers remain unaffected by these changes. Note: A Hosting Space is first created based on a Hosting Plan. Afterward, you can apply one or more Hosting Add-Ons to that space to expand or customize the allocated resources. Why Use Hosting Add-Ons? Preserve the Base Plan Once a Hosting Space is created from a plan, changing that plan affects all existing spaces. Hosting Add-Ons let you enhance resources for a single Hosting Space without impacting others. Flexible Resource Adjustments If one customer needs extra resources (e.g. mailboxes, more disk space, an additional hosted organization, etc.) you can grant these via an add-on instead of updating the entire plan. Granular Control Add-Ons allow you to pick and choose which quotas... --- > Discover essential Hosting Plans built from 20 quota groups tailored for customer accounts in MSPControl, ensuring optimal resource allocation and limits. - Published: 2025-02-20 - Modified: 2025-05-22 - URL: https://mspcontrol.org/wiki/hosting-plans/ Unlock Optimal Hosting Plans in MSPControl: Built with 20 Flexible Quota Groups Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelHosting Plans Hosting Plans Hosting Plans define the base set of limits and resources assigned to customer accounts in MSPControl. These plans determine the available services such as disk space, bandwidth, email accounts, databases, and more. Each Hosting Plan is associated with a target server, which provides the resources for the allocated services. Hosting Plans Creating a Hosting Plan Navigate to Hosting Plans in the MSPControl panel. Click Create Hosting Plan. Enter the following details: Plan NameA descriptive name for the plan. Plan DescriptionBriefly describe the plan. Target ServerSelect the server where the resources will be provisioned. Define quotas by selecting the services to be included and specifying limits for each. Click Save to finalize the plan. Important Consideration: Do Not Modify Hosting Plans After Creation Once a Hosting Plan is assigned to customers and used for creating Hosting Spaces, modifying it will affect all existing Hosting Spaces that are based on it. Therefore, a Hosting Plan should... --- > Discover step-by-step instructions to set up Hosting Spaces in MSPControl. Simplify your IT automation platform effortlessly. - Published: 2025-02-18 - Modified: 2025-05-22 - URL: https://mspcontrol.org/wiki/hosting-spaces/ 5 Essential Tips for Managing Hosting Spaces in MSPControl Like a Pro Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelHosting Spaces Hosting Spaces The Hosting Spaces page in MSPControl provides a centralized overview of resource allocation and usage across customer accounts and services. It dynamically adjusts based on the user’s access level — whether root administrator, reseller, or customer. Hosting Spaces are logical containers for services like websites, mail, databases, and more, reflecting assigned quotas and actual usage. For details on related permissions, see Peer accounts in MSPControl. Root Administrator View (serveradmin) For the serveradmin and associated peer accounts, the Hosting Spaces page provides a system-wide view of all hosting spaces provisioned in the MSPControl deployment. It is the primary tool for auditing and managing space allocation across customers and services. Displayed information includes: Space Name – The unique name of each hosting space. Target Server – The physical or virtual server where services for that space are hosted. Creation Date – Timestamp indicating when the space was created. Status – Whether the space is active or... --- > Manage and filter customers in MSPControl’s Customers page. Create, organize, and oversee accounts in a centralized control panel. - Published: 2025-02-18 - Modified: 2025-05-26 - URL: https://mspcontrol.org/wiki/customers/ Customers in MSPControl: 5 Powerful Tips for Managing Roles, Status, and 2FA Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelCustomers Customers The Customers section in MSPControl is used to create, manage, and edit customer accounts. These accounts represent end-users or resellers who consume hosting services through the control panel. Each customer is assigned one of two roles: Customer or Reseller. Customer – A user role that can access and manage only their own services (e.g., websites, mail, DNS, etc.). Reseller – A privileged user role that can manage sub-customers and allocate resources independently, acting as a mini-provider under your main control panel. Accounts created here can be used to provision and manage websites, email, DNS records, devices, databases, virtual machines, and other services, depending on assigned plans and quotas. Create Customer Account To create a new account, go to Account > Customer User Accounts and click the + Create Customer button. Role – Select either Customer or Reseller, based on access level. User name – A unique login for portal access. Password / Confirm password – Set... --- > Manage account-level settings, view essential details, and oversee hosting space allocation on MSPControl’s Account Home page. - Published: 2025-02-17 - Modified: 2025-05-26 - URL: https://mspcontrol.org/wiki/account-home/ Account Home in MSPControl: 5 Powerful Features You Should Be Using Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator LevelAccount Home Account Home The Account Home page in MSPControl is the central dashboard for both administrators and customers, providing a high-level summary of account information, scheduled tasks, hosting space usage, and quick access to management areas. The content displayed adapts based on the user’s role — serveradmin, peer, or customer. Administrator View (serveradmin or peer) For users with Administrator access — including serveradmin and designated peers — the page provides a full-system operational overview. Header Section Displays full name, role, email address, status, account number, and timestamps for creation and last update. Includes profile icon and gear/settings icon (for account editing and password change). Accounts Widget Shows the total number of customer accounts managed by the admin. Includes visual filters by Status or Role. The menu in the top right corner of the widget includes a “+ Create New Account” action. Scheduled Tasks Widget Displays total number of scheduled tasks and a weekly graph of task activity. Breaks... --- > Learn how to add a managed server in MSPControl with 5 simple steps. This guide covers configuration, agent setup, and best practices for a smooth deployment. - Published: 2025-02-06 - Modified: 2025-05-28 - URL: https://mspcontrol.org/wiki/how-to-add-a-managed-server/ How to Add a Managed Server in MSPControl – 5 Proven Steps Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationInstallationHow to Add a Managed Server How to Add a Managed Server to MSPControl This guide provides step-by-step instructions for adding a managed server to MSPControl. It assumes MSPControl is already installed on your main control server, and you are adding a remote server for delegated service management. The managed server may host services like IIS, FTP, Active Directory, Hosted Exchange, DNS, File Server, and more. Prerequisites On the Managed Server: Ensure all requirements are met as outlined in the MSPControl Prerequisites Guide. Allow remote access (e.g., RDP). Configure Windows Firewall to allow communication with MSPControl components. Main Control Server: Ensure the Portal and Enterprise Server are up and running. Credentials & Network: Admin credentials for the managed server. Ensure network communication between both servers. Step 1: Run the MSPControl Installer Verify Prerequisites Ensure prerequisites are fulfilled and that you’re using the same version of the MSPControl installer as on the main server. Download and Launch Download the installer from the MSPControl Download Page. Run... --- > Discover how to configure your IT automation platform with our step-by-step guide on the Account Menu for root admins. - Published: 2025-02-05 - Modified: 2026-01-13 - URL: https://mspcontrol.org/wiki/account-menu-admin-level/ Mastering the Account Menu: 13 Powerful Features for Admins Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationAdmin GuideAccount Menu and Features: Root Administrator Level Account Menu and Features: Root Administrator Level This page maps the main Admin Portal menus to their documentation. Use the sections below to quickly find the correct article for each area. Account The Account menu in the MSPControl Portal provides centralized access to user and account management features. Administrators can oversee customer accounts, hosting spaces, audit logs, and other account-related settings. 🏠 Account Home The central dashboard for administrators to manage account-level information, including customer accounts, hosting spaces, and administrator details. 📈 Account Dashboard (Beta) Offers visual insights and analytics for account-related metrics, helping administrators make data-driven decisions. 👥 Customers Facilitates the creation, management, and organization of customer accounts. 📦 Hosting Spaces For administrators, this section displays the single system hosting space, which serves as the core of all customer hosting spaces. It acts as the main hosting space, containing resources and configurations that form the foundation for all other hosting spaces. 📊 Space Statistics Provides a cumulative overview of... --- > Complete your MSPControl setup with our First Setup Guide. Configure admin accounts, licensing, encryption, and updates easily to manage your hosting environment. - Published: 2024-12-20 - Modified: 2025-05-30 - URL: https://mspcontrol.org/wiki/first-setup-guide/ First Setup Guide After successfully installing MSPControl, follow this guide to complete the initial configuration of the control panel. Step 1: Reset IIS to Start Database Provisioning Open a Command Prompt with administrative privileges. Run the following command:iisreset This step ensures that the IIS server is restarted and database provisioning is initiated. Step 2: Access the MSPControl Portal Locate the "Login to MSPControl" desktop icon: This is a shortcut to the MSPControl Portal in IIS. Double-click the icon to open the portal in your default browser. The First Setup Wizard should appear automatically. Step 3: Configure the Superuser Account On the Login page of the wizard: Enter the desired username (default is serveradmin). Set and confirm a strong password for your admin account. Click Create User. Click Next to proceed. Step 4: Configure Proxy (Optional) If your setup requires a proxy: Enable the Proxy option by checking the box. Specify the proxy address (e. g. , http://localhost:8888). Check UseCredentials if authentication is required, and enter the Username and Password. Click Apply to save settings. Click Next to continue. Step 5: Licensing On the Licensing page: Fill out the form to obtain a trial or paid license: Enter details such as Name, Email, and Company Name. Verify your Machine SID (pre-filled and read-only for informational purposes). To obtain a license: For a trial license, click Get 30-Day Trial. For pricing details and to obtain a subscription, click See Pricing to visit the Pricing Page. To upload a purchased license if you... --- > Review the key prerequisites for deploying MSPControl. Ensure your environment is ready with essential steps for a successful and efficient setup. - Published: 2024-12-02 - Modified: 2025-06-10 - URL: https://mspcontrol.org/wiki/prerequisites/ Prerequisites for MSPControl – 7 Essential Steps to Deploy Fast Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationInstallationPrerequisites Prerequisites MSPControl Prerequisites Installation Guide Before proceeding with MSPControl installation, ensure that your system meets all the necessary prerequisites. This guide will walk you through the installation of required components step-by-step. Overview of Prerequisites The following components must be installed and configured: ASP.NET 8.0.7 – Hosting Bundle or later Microsoft ASP.NET Microsoft .NET Framework 4.8 or later URL Rewrite Module 2.0 for IIS Visual C++ Redistributable 2015 or later Web Server (IIS) SQL Server 2016 or Higher with the following: Case-Insensitive Server Collation Mixed-mode Authentication enabled. Note: For SQL 2022 you should have Cummulative update 17 or later Step 1: ASP.NET 8.0.7 – Hosting Bundle Download the latest version of the ASP.NET Hosting Bundle from the official .NET website. Run the installer as an administrator. Follow the prompts to complete the installation.Verify the installation by opening a command prompt and typing: dotnet –version Ensure the version matches the one you downloaded.   Step 2: Microsoft ASP.NET Enable ASP.NET in IIS: Open Server Manager. Click on Manage... --- > Follow the MSPControl Deployment Guide for step-by-step instructions on setting up your IT automation platform. Simplify installation and configuration effortlessly. - Published: 2024-05-12 - Modified: 2025-05-28 - URL: https://mspcontrol.org/wiki/deployment-guide/ Deployment Guide for MSPControl – 7 Steps to a Smooth Setup Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationInstallationDeployment Guide Deployment Guide This guide explains how to install MSPControl using the official Windows Installer. It walks through each stage—from downloading the installer to completing configuration and launching the application. 1. Downloading the Installer Visit the MSPControl Downloads page. Select MSPControl Windows Installer 3.1 to begin downloading. Note: File size may vary. Ensure you have adequate disk space. Deployment Guide 2. Launching the Installer Double-click the downloaded file MSPControlSetup-3.X.X.exe to launch the setup wizard. The welcome screen will appear. Action: Click Next to proceed. 3. Accepting the License Agreement Review the license agreement. To proceed: Check \”I accept the terms in the License Agreement.\” Click Next. 4. Selecting Installation Type Choose from the following setup types: Basic Setup: Core MSPControl components. Suitable for quick deployment. Advanced Setup: Includes End-User Portal. Ideal for multi-user environments. Managed Server: Use this to connect a remote server to MSPControl. Action: Choose your setup type and click Next. 5. Customizing Installation Components Select which components to install: Enterprise Server: Central... --- > Explore typical MSPControl configurations for efficient IT management. Discover best practices for deploying and managing your IT ecosystem seamlessly. - Published: 2024-05-12 - Modified: 2025-02-06 - URL: https://mspcontrol.org/wiki/mspcontrol-typical-configurations/ MSPControl Typical Configurations – Optimize Your Setup Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation Get the latest documentation for MSPControl DocumentationBasicsMSPControl Typical Configurations MSPControl Typical Configurations Here you can find typical environment diagram templates for MSPControl deployments. Visio: MSPControl Typical Configurations. PDF: MSPControl Typical Configurations. Using this file you can: Understand typical location of MSPControl components for further integration Choose any of existing configurations or use this file as a building material for your own environment diagram Order full deployment or MSPControl integration based on environment diagram, our engineers will do everything according best practices. Boost efficiency and profitability with MSPControl. Try for Free Contact Us No credit card required for free, limited license. Downloads Center Documentation Pricing © 2024 MSPControl. All Rights Reserved. Privacy Policy --- > Discover how MSPControl works to streamline IT automation. Learn 5 powerful benefits, including centralized control, seamless setup, and smart integrations. - Published: 2024-05-12 - Modified: 2025-05-28 - URL: https://mspcontrol.org/wiki/how-mspcontrol-works/ How MSPControl Works – 5 Powerful Benefits of IT Automation Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation DocumentationBasicsHow MSPControl Works How MSPControl Works MSPControl is a modular, web-based control panel for service providers. Its architecture is composed of six essential components that work together to manage hosting environments, user access, and automation tasks. Portal Enterprise Server Server Scheduler End-User Portal (WebDAV Portal) Windows Agent (Autopilot) Each component is a web application hosted on IIS 7.0 or higher, operating independently but connected via REST web services. Portal The Portal is the primary user interface (UI) of MSPControl. Built as an ASP.NET application, it contains no business logic itself. Instead, it interacts with the Enterprise Server via REST APIs. Every user action—such as clicking a button—triggers a web service call. This application is publicly accessible and hosted in an IIS application pool with a limited-permissions identity, providing secure access to end-users and administrators. Enterprise Server The Enterprise Server is the logic core of MSPControl. It handles all backend processing and relies on SQL Server for data storage (e.g., users, hosting plans, service configs). It exposes all... --- > Explore MSPControl’s supported software, including Microsoft Azure, Office 365, Connectwise, and more. Ensure smooth IT management with seamless integrations. - Published: 2024-03-15 - Modified: 2024-11-22 - URL: https://mspcontrol.org/supported-software/ MSPControl – Supported Software & Integrations Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Supported Software Home / Supported Software Overview MSPControl provides a management interface for many software platforms, server technologies and features. Below is a list of the currently supported versions for each of them. Operating Systems Windows Server 2022 Windows Server 2019 Windows Server 2016 Windows Server 2012 R2 Windows 10 Windows 8 Web Servers IIS 8.0 – 10.0 FTP Servers MS FTP 8.0 and newer Serv-U FTP Server 6.x FileZilla FTP Server Mail Servers SmarterMail 2.x – 10.x SmarterMail 15+ MailEnable 2.x – 4.x Merak Mail Server 8.x – 10.x MDaemon 9.x – 10.x hMailServer 4.x ArgoMail Server 1.x Ability Mail Server 2.x Icewarp Server Database Engines Microsoft SQL Server 2012 - 2022 MySQL Server of 4.0.x, 4.1.x and 5.x versions (through 5.6) MySQL Server of 8 version DNS Servers Microsoft DNS Server Simple DNS Plus 4.x-5.x ISC BIND DNS Server Nettica DNS Service Statistics Servers SmarterStats 3.x and up Collaboration Microsoft Exchange Server 2013 Microsoft Exchange Server 2016 Microsoft Exchange Server 2019 SharePoint Foundation 2013 SharePoint Server 2013 SharePoint Server 2016... --- > Read MSPControl's Privacy Policy to understand how we protect your data. Learn about our practices for security, data collection, and user privacy. - Published: 2024-03-06 - Modified: 2024-11-22 - URL: https://mspcontrol.org/privacy-policy/ Privacy Policy for MSPControl If you require any more information or have any questions about our privacy policy, please feel free to contact us by email at help@mspcontrol. org. At www. mspcontrol. org we consider the privacy of our visitors to be extremely important. This privacy policy document describes in detail the types of personal information is collected and recorded by www. mspcontrol. org and how we use it. Log FilesLike many other Web sites, www. mspcontrol. org makes use of log files. These files merely logs visitors to the site - usually a standard procedure for hosting companies and a part of hosting services's analytics. The information inside the log files includes internet protocol (IP) addresses, browser type, Internet Service Provider (ISP), date/time stamp, referring/exit pages, and possibly the number of clicks. This information is used to analyze trends, administer the site, track user's movement around the site, and gather demographic information. IP addresses, and other such information are not linked to any information that is personally identifiable. Cookies and Web Beaconswww. mspcontrol. org uses cookies to store information about visitors' preferences, to record user-specific information on which pages the site visitor accesses or visits, and to personalize or customize our web page content based upon visitors' browser type or other information that the visitor sends via their browser. DoubleClick DART Cookie → Google, as a third party vendor, uses cookies to serve ads on www. mspcontrol. org. → Google's use of the DART cookie enables it to serve ads... --- > Compare MSPControl pricing plans, including our Free License with limits on techs, customers, and devices. Start using it for free today! - Published: 2024-02-27 - Modified: 2025-11-28 - URL: https://mspcontrol.org/pricing/ MSPControl Pricing – Flexible Plans Including Free License Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Pick Your Plan to Get Started Self-Hosted Plans & Pricing From automated task managed, centralized billing, streamlined HR and enhanced security, our platform allows you to focus on growing your business instead of performing manual work. Self-host (you host) Cloud (we host) Monthly Annually Free License $0 $0 USD forever/free forever/free Start using for free Start using for free Lite $95 $85 USD /tech/month, billed monthly /tech/month, billed annually Buy Now Buy Now Most Popular Business $115 $95 USD /tech/month, billed monthly /tech/month, billed annually Buy Now Buy Now Enterprise $140 $115 USD /tech/month, billed monthly /tech/month, billed annually Buy Now Buy Now Free License Lite Business Enterprise Basics Technicians 3 technicians maximum 3 technicians maximum Customers 10 10 100 500 Managed Devices 250 100 1000 2000 Support Community Support Proffesional Support Proffesional Support Proffesional Support Resellers Management Users Tenants Services Servers Hosting plans Top-Tier Security Compliance MFA with Conditional Access Policy MFA using Security Defaults Blocking Legacy Authentication Diagnostic Settings Safe Links (via Microsoft Defender) Spam Filtering (via Microsoft... --- > Browse MSPControl documentation with guides, tutorials, and best practices to automate IT tasks and streamline Microsoft service management. - Published: 2023-09-06 - Modified: 2026-01-26 - URL: https://mspcontrol.org/documentation/ Documentation for MSPControl – 15 Ways to Master IT Automation & Control Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Documentation Get the latest documentation for MSPControl Basics Installation Admin Guide User Guide MSPControl Basics 🧠 How MSPControl Works Information about what MSPControl is and how it works. Installation Guide ✅ Prerequisites Prerequisites Installation Guide. ASP.NET, MS SQL and other requirements. 📦 Deployment Guide Instructions on how to install MSPControl. 🚀 First Setup Guide Instructions to configure MSPControl after installation, including admin setup, encryption, licensing, and finalizing the control panel for use. 🖧 How to Add a Managed Server Step-by-step instructions for adding a managed server to MSPControl. Admin Menu Overview 🧭 Account, Documentation, Dashboards, Settings: Root Administrator Level A comprehensive guide to the MSPControl Admin Portal’s key menus and their functionalities, tailored for root administrators. 🤖 Autopilot A complete overview of MSPControl Autopilot, covering its role as the automation engine for device provisioning, configuration, and monitoring. ⬇️ Autopilot Installation Setup guide for deploying the Autopilot agent. 🖥️ Devices Centralized list of all managed devices. 🔎 Device Details Detailed information on hardware, OS, and performance metrics.... --- > Discover the Downloads Center for MSPControl and access 5 essential tools to simplify IT automation. Save time, boost productivity, and enhance efficiency. - Published: 2023-09-05 - Modified: 2025-05-30 - URL: https://mspcontrol.org/downloads-center/ Downloads Center: 3 Essential Tools to Enhance MSPControl Experiencev Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Downloads Center Get the latest installation packages and tools for MSPControl. Available Downloads Installation Packages MSPControl 3.1 MSPControl Windows Installer 3.1 Install or update the MSPControl Portal. Deployment Guide — Learn how to configure and deploy MSPControl.   Azure Deployment MSPControl Azure App Streamlined Deployment from Azure Marketplace. Deployment Guide — Learn how to configure and deploy MSPControl Azure App in your Azure instance.   MSPControl Autopilot MSPControl Autopilot for Windows Automate, monitor, and manage Windows workstations and servers with MSPControl Autopilot. Boost efficiency and profitability with MSPControl. Try for Free Contact Us No credit card required for free, limited license. Downloads Center Documentation Pricing © 2024 MSPControl. All Rights Reserved. Privacy Policy --- > Reach out to MSPControl for support, inquiries, or product information. Our team is here to help with your IT automation needs. Contact us today! - Published: 2023-09-04 - Modified: 2025-02-27 - URL: https://mspcontrol.org/contact-us/ Contact us at MSPControl – Get Support or Inquire Today Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features Contact Us Connect with fellow users and experts on our Telegram channel. Share your experiences, ask questions, and find help from a supportive community dedicated to our product. For general questions and information please send us a message using our contact form. For support, please open a Support Ticket. Boost efficiency and profitability with MSPControl. Try for Free Contact Us No credit card required for free, limited license. Downloads Center Documentation Pricing © 2024 MSPControl. All Rights Reserved. Privacy Policy --- > Simplify IT management with MSPControl, the all-in-one platform for automating Microsoft enterprise applications, cloud services, monitoring, and security. - Published: 2023-09-01 - Modified: 2024-11-22 - URL: https://mspcontrol.org/ MSPControl – One Platform to Automate Your IT Features Downloads Center Documentation Pricing Search for: Try for Free Contact Us Features Top-Tier Security Compliance Ticketing & Helpdesk Documentation and Asset Management Backup & Disaster Recovery Antivirus & Antimalware Protection Remote Monitoring & Mangement Microsoft Azure Downloads Center Documentation Pricing Key Features Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation and Asset Management Ticketing & Helpdesk Top-Tier Security Compliance One Platform All the Features One platform to automate your IT Automation solution for Microsoft enterprise applications & cloud Try for Free Contact Us No credit card required. Free, limited license.   Trusted by Governments, Orgs, Telco's MSP's & CSP's Take full control of your IT MSPControl provides a single interface for managing your IT ecosystem. From automated task management, centralized billing, streamlined HR and enhanced security, our platform allows you to focus on growing your business instead of performing manual work. Try for Free “MSPControl allows us to provide better client service while increasing profitability.” Secure your environments Streamline billing, HR and more MSPControl core modules Increase productivity and unlock new revenue streams. Microsoft Azure Remote Monitoring & Mangement Antivirus & Antimalware Protection Backup & Disaster Recovery Documentation & Asset Management Ticketing & Helpdesk Top-Tier Security Compliance MSPControl Automation module for Microsoft Azure Provision and manage Office 365, simplify Azure administration, and gain real-time insights into tenant spending with MSPControl's centralized dashboard. Password resets, user synchronization, and detailed spending reports empower you to deliver... --- --- ## Posts > Billing automation streamlines MSP operations. Learn how it works, integration types, benefits for MSPs, common pitfalls, and financial implications. - Published: 2026-01-19 - Modified: 2026-01-29 - URL: https://mspcontrol.org/billing-automation-msp-benefits/ - Categories: Uncategorized Billing automation streamlines MSP operations. Learn how it works, integration types, benefits for MSPs, common pitfalls, and financial implications. Manual invoicing can drain precious hours from even the most efficient Managed Service Provider teams. For IT managers and billing coordinators, adopting billing automation means moving beyond error-prone spreadsheets toward a new standard of accuracy and speed. Billing automation delivers rapid electronic invoicing, global accessibility, and a better payment experience for both providers and clients, setting the stage for smoother financial operations and long-term client satisfaction. Table of Contents Defining Billing Automation In Managed Services Core Processes And Integration Methods Types Of Billing Automation Solutions Key Benefits For Msp And Their Clients Pitfalls, Risks, And Financial Implications Key Takeaways Point Details Billing Automation Enhances Efficiency Automating billing processes allows MSPs to eliminate manual tasks, reduce errors, and accelerate payment cycles. Integration is Crucial for Success Effective billing automation relies on connecting various software systems to streamline data flow and reduce manual entry. Diverse Solutions Cater to Different Needs MSPs can choose from cloud-based, enterprise-level, or specialized solutions, depending on their specific operational requirements. Risks Must Be Managed Implementing billing automation involves financial risks that require thorough testing, strong security measures, and continuous monitoring. Defining Billing Automation in Managed Services Billing automation represents a strategic technological transformation for Managed Service Providers (MSPs), enabling them to streamline financial operations and enhance overall business efficiency. At its core, billing automation leverages electronic systems to automatically generate invoices, track payments, and manage customer financial data with unprecedented accuracy and speed. This approach goes far beyond traditional manual invoicing methods, transforming financial processes for modern... --- > Discover how to automate billing for MSPs with this step-by-step guide. Set up, integrate, and verify automated billing to improve profitability and client satisfaction. - Published: 2026-01-19 - Modified: 2026-01-19 - URL: https://mspcontrol.org/how-to-automate-billing-for-msps/ - Categories: Uncategorized Discover how to automate billing for MSPs with this step-by-step guide. Set up, integrate, and verify automated billing to improve profitability and client satisfaction. Manual billing tasks can quickly become a source of frustration for Managed Service Providers aiming to grow their American or European operations. Accurate and timely invoicing not only boosts profitability but also strengthens client relationships. By focusing on automated billing systems that minimize errors and support seamless integration with professional service automation tools, you set the stage for more efficient workflows and better financial outcomes. Table of Contents Step 1: Assess Your Billing Requirements And Current Workflow Step 2: Select And Configure An Automated Billing Platform Step 3: Integrate Billing With Service And PSA Tools Step 4: Customize Recurring Billing And Invoice Rules Step 5: Test And Verify Automated Billing Accuracy Summary of Key Insights Key Insight Explanation 1. Assess Current Billing Workflow Audit existing billing processes to identify inefficiencies and opportunities for improvement. 2. Choose the Right Automation Tool Select a billing platform that integrates seamlessly and supports your unique pricing models. 3. Implement Seamless Integrations Connect billing with professional services automation tools to reduce manual data entry and errors. 4. Customize Billing and Invoicing Configure billing rules to support varied pricing structures and automate invoicing processes. 5. Test for Accuracy Regularly Continuously verify automated billing accuracy to maintain financial integrity and trust with clients. Step 1: Assess Your Billing Requirements and Current Workflow Successfully automating billing for managed service providers starts with a comprehensive assessment of your current workflow and unique financial requirements. This critical first step helps identify inefficiencies and opportunities for strategic improvements in your billing... --- --- ## Features ---