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Bulk Enable Clients

Bulk enable lets MSP partners activate Outermind for several clients at once. Select clients from the client list, choose a plan, and accept the Customer Terms once to provision every selected client in a single operation.

Overview​

Rather than enabling clients one at a time, partners can:

  • Select clients from the client list using the checkboxes
  • Click Enable to open the bulk enable dialog
  • Choose a default plan for every selected client, or a different plan for any client
  • Accept the Customer Terms once, covering every client in the batch
  • Review the monthly cost before confirming

Each client is provisioned independently in the background. If one client fails, the rest continue unaffected.

Step-by-Step​

1. Select Clients​

On the Clients page, check the boxes next to the clients you want to enable. Once at least one client is checked, the left of the filter row shows the number selected (for example "2 selected"), an Enable button and a clear (X) button in place of the "Showing" count.

2. Open the Dialog​

Click Enable. The dialog opens with a title showing the number of selected clients (for example "Enable Outermind for 5 clients").

3. Choose a Default Plan​

Use the Default plan dropdown to choose the plan for every selected client. Nothing is chosen for you: the dropdown opens on "Choose a plan", and the Enable button stays disabled until you pick one (or give every client its own plan in the next step).

The dropdown lists the same plans as the Add Client wizard, each with the price you will be charged, for example "Outermind Assistant · $1.00 per agent-day (about $30 per agent a month)". A plan with no partner price set yet reads "Price to be announced".

4. (Optional) Choose a Plan per Client​

Expand Choose a plan per client to see each client listed individually. Each client's dropdown starts on "Use the default plan"; pick a different plan to override the default for that client.

5. Accept the Customer Terms​

Check the box to accept the Outermind Customer Terms & Conditions on behalf of all selected clients. You can click the link to read the full terms before accepting. Acceptance is recorded once, covering every client in the batch.

6. Review the Monthly Cost​

Once every client has a plan, the dialog shows the monthly cost of the plans that have a price, for example "$177/month for 3 clients." Clients on a plan with no price yet are named rather than counted as $0, for example "$118/month for 2 clients. 1 on Outermind Assistant: price to be announced." When none of the chosen plans has a price yet, no cost line is shown.

7. Confirm​

Click Enable n clients. The dialog submits the request and the provisioning jobs are queued. A confirmation message with a View progress link appears when the request is accepted.

Per-client status updates are shown on the client list after the dialog closes (results may take a moment to appear as provisioning runs in the background).

Error Handling​

If one or more clients fail to provision, the remaining clients are unaffected. Failed clients show a status of Failed on the client list, with an error message explaining what went wrong. You can retry them from the progress page or from the client list.

FAQ​

Can I mix plans across clients in the same batch? Yes. Choose a default plan for most clients, then expand Choose a plan per client to give specific clients a different plan.

Do I need to accept the Customer Terms separately for each client? No. A single acceptance in the dialog covers every client in the batch, as permitted by the MSP Partner Agreement.

What happens if I close the dialog while provisioning is running? The provisioning jobs continue in the background. You can close the dialog safely; the client list updates as jobs complete.

How many clients can I enable at once? There is no hard limit imposed by the portal, but large batches may take longer to process. The Partner Center API rate limit is respected automatically.

Why is a client still showing as "Pending" after a long time? Check the client's detail page for error details. If the status has not changed after 15 minutes, contact support.