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MSP Partner Portal - Client Detail Page

The Client Detail page (/clients/:azureTenantId) is where you manage a single customer. Its header shows the company's identity at a glance, and a Settings gear replaces the old three-dot overflow menu for lifecycle actions.

The header row shows, left to right:

  • Company name - the client's display name.
  • Status badge - the client's current lifecycle status (Discovered, Enabling, Enabled, or Failed).
  • Tier badge - the client's subscription tier, shown only when a tier has been resolved for the client.
  • Management Mode badge - the client's management mode, shown only when one has been established.
  • Settings gear - opens the Client Settings sheet.

The Tier and Management Mode badges only appear once the underlying value is known - a client with no tier or mode set yet simply shows the Status badge with no badge in its place. This is deliberate: the header never guesses or fills in a default badge.

Opening Client Settings​

Click the gear icon (or press Enter while it has focus) to open the Client settings sheet from the right edge of the screen. Focus moves into the sheet's Settings tab automatically.

The sheet has three tabs:

TabPurpose
SettingsSubscription lifecycle actions (upgrade, downgrade, cancel, reactivate)
HistoryAudit timeline of changes made to this client
ConfigureClient configuration fields

Close the sheet with the X button, by clicking outside it, or by pressing Escape. Closing it returns focus to the gear icon.

Note: The three tabs currently show a "coming soon" placeholder while their underlying actions are built out in a later release. The sheet replaces the previous three-dot overflow menu - lifecycle actions no longer live in a menu on the page itself.

Managing user roles when Groups Management is available​

The following behaviour applies when Groups Management is available in the client's Users tab. If it is not available, the existing user-management workflow continues to apply.

A person's roles combine the roles given by every Enabled group that covers them, including nested membership, with roles assigned individually. Enabling a group preserves roles already assigned to its members individually.

Change one person's roles​

  1. Open the client's Users tab and open the person's tray.
  2. Select Roles. Roles supplied by a group are ticked and locked.
  3. Tick additional roles to assign them individually, or untick roles assigned individually.
  4. If a role comes from a group and is also assigned individually, use Also assigned individually to change the individual assignment. The group-supplied role stays ticked.
  5. Select Save.

You can remove every individual assignment when a group still supplies a role. The person stays Active through the group. If they later leave every Enabled group, they become Deactive. If saving would leave them with no role from any source, the panel asks you to Choose at least one role.

Manage roles for several users​

  1. Select people in the Users tab and open Manage roles. Only Active users are included; the panel tells you which users were left out.
  2. Review the role checkboxes. A partly filled box means some included users hold that role. From a group for {k} of {n} shows how many receive it through a group.
  3. Add roles as needed. A role supplied by a group to every included user is ticked and locked. If only some receive it through a group, you can add it to the remaining users.
  4. Review the count of users whose roles would change, then apply the changes.

A role supplied by a group to any included user cannot be removed in bulk, even from selected people who hold it individually. To remove those individual assignments, open each person's Roles tab. Changes that would leave someone without a role are refused.

Activate or deactivate users​

Activate skips people who are already Active, including those Active through a group. It does not add roles to them. Use their Roles tab or Manage roles to add roles instead. A Deactive person can be activated individually with at least one role, provided their Microsoft 365 account is enabled.

A person Active through a group cannot be deactivated individually. Their tray's Deactivate action is unavailable, with a reason on hover. The Deactivate users panel skips them and reports the count: {n} selected users are active through a group and are skipped. The Activate panel also reports users skipped for this reason.

The portal refuses deactivation or role changes that would remove the last Platform Admin. This check includes Platform Admin roles supplied by groups and roles assigned individually, both for one person and for bulk changes.

FAQ​

Why don't I see a Tier or Management Mode badge for this client? Those badges only render once the client has a resolved tier or management mode. A newly discovered or not-yet-configured client may show only the Status badge.

Where did the three-dot menu go? It was removed. All lifecycle actions (upgrade, downgrade, cancel, reactivate) now live in the Settings sheet, opened via the gear icon next to the company name.

Can I keyboard-navigate to the gear and open the sheet? Yes. Tab to the gear icon and press Enter to open the sheet; press Escape to close it and return focus to the gear.

Why can I not untick a group-supplied role? The Enabled group supplies that role continuously. You can add individual roles, but cannot remove the group's role from one member.

Will removing an individual assignment deactivate the person? They remain Active while an Enabled group supplies a role. Removing individual assignments does not remove group-supplied roles.