MSP Partner Portal - Customer List
The Customer List page (/customers) gives MSP partners a single view of every managed customer, whether they were added directly or discovered through a Microsoft Partner Center sync. From here you can filter, search, refresh, and bulk-enable customers.
Overview
Customers appear from two sources:
- Direct - tenants you added manually via Add customer directly.
- Partner Center - customers discovered from your Partner Center account via the periodic sync.
Every customer has a Status that progresses through a fixed lifecycle:
| Status | Meaning |
|---|---|
| Discovered | Found in Partner Center but not yet enabled in Outermind |
| Enabling | Bulk enablement is in progress |
| Enabled | The tenant is fully active in Outermind |
| Failed | Enablement attempted but encountered an error |
Page Layout
The page has three main sections:
- Header bar - the action buttons (Refresh and Add client).
- Filter bar - Status dropdown and a free-text search field.
- Customer table - paginated list with columns: Company Name, Tenant ID, Source, and Status.
Filtering and Searching
Use the Status dropdown to narrow the list to a specific lifecycle stage (Discovered, Enabling, Enabled, or Failed). Leave it on All statuses to see everyone.
Type in the Search field to filter by company name. Filtering is debounced - the list updates 300 ms after you stop typing.
Active filters stack: for example, selecting Discovered and typing part of a name shows only discovered customers whose name matches.
Refreshing the Customer List
Click Refresh in the top-right corner to trigger two actions:
- A Partner Center re-sync request (if your Partner Center connection from Epic 6 is configured). Newly discovered customers appear with Status = Discovered.
- A refetch of the local list so the table shows the latest state.
If Partner Center is not yet connected, clicking Refresh still refetches the local list - the button remains useful regardless of sync status.
Selecting and Enabling Customers
Discovered customers are eligible for bulk enablement:
- Check the box on one or more Discovered rows. On the left of the filter row, the "Showing" count is replaced by the number selected (for example "2 selected"), an Enable button and a clear (X) button.
- Click Enable to open the bulk-enable flow (see Bulk Enablement once that article is available).
Already-enabled or in-progress customers cannot be selected - their checkboxes are disabled.
Adding a Customer Directly
Click Add customer directly to navigate to /customers/add where you can onboard a tenant without going through Partner Center.
FAQ
Why does a customer show Status = Discovered but I cannot enable them? The customer does not yet have a resolved Azure Tenant ID. Partner Center sometimes returns customers before the tenant metadata is available. Try refreshing - the ID often resolves on the next sync.
Refresh says "Partner Center sync failed" - what should I do? An inline amber warning appears below the header. This means the re-sync request encountered an unexpected error (not a simple "endpoint not found" message, which is silently ignored). Check that your Partner Center connection is configured correctly under Settings.
Can I search across both Direct and Partner Center customers at the same time? Yes. The search field and Status filter apply across all sources simultaneously.