Billing for MSPs with a workspace per client

How billing works with several Optanik workspaces

When you run a separate Optanik workspace for each client, all of them bill through your main workspace, the first one you created. There is one subscription, one card, one bill date, and one invoice a month, however many client workspaces you have. Client workspaces have no billing of their own and nothing to set up when you add one.

Where to buy licenses for client workspaces

Optanik licenses for every workspace are bought only on your main workspace, under Settings, then Billing & Users, on the Billing tab. Use Modify seats to add or remove endpoints, Optanik Support technician seats, Keyring Keymaster seats, and OptaMeet seats. Adding licenses is charged right away for the rest of the current billing period; lowering them takes effect at the next bill date. Only the account owner or a billing manager of the main workspace can buy licenses. Upgrade and Add endpoints buttons in a client workspace take you to the main workspace's billing.

The shared pool of licenses

The licenses on your main workspace are one shared pool for all your Optanik workspaces. Any workspace can enroll computers while the pool has free endpoints, so you don't buy endpoints per client. In a client workspace, the endpoint counter on the Workspaces page shows the shared pool: endpoints in use across all your workspaces out of the endpoints you have.

Technician, Keymaster and OptaMeet seats across workspaces

Optanik Support technician seats, Keyring Keymaster seats, and OptaMeet seats come from the same shared pool. A person who works in several of your workspaces uses one seat, not one per workspace: a technician in 20 client workspaces is one technician seat.

The account owner is free in every workspace

With at least one paid Optanik endpoint anywhere in the account, the account owner's Optanik Support, Keyring, and OptaMeet seats are free in every workspace, including client workspaces you add later. It doesn't matter which workspace the paid endpoint is enrolled in. See Account-Owner Unified Access for when it starts and ends.

Volume pricing on the total across workspaces

The Optanik endpoint price is based on the total endpoints on your main workspace's subscription, across all your workspaces: $2 per endpoint per month up to 5,000, $1.75 from 5,001 to 9,999, and $1.50 from 10,000. The price applies to every endpoint in every workspace, and it follows your total automatically, up or down.

Seeing what each client workspace uses and costs: the All workspaces tab

On your main workspace, Settings, then Billing & Users, has an All workspaces tab. It shows your shared licenses (how many you have, how many are in use, and how many are free), your current price per endpoint and how many more endpoints you need for the next discount, and a row for every workspace with the endpoints, technicians, Keymasters, and OptaMeet seats it uses and what it costs you each month at your current rates. Export by workspace downloads it as a spreadsheet to bill your clients back.

Limiting how many endpoints one client workspace can use

On the All workspaces tab, Set limit caps how many of your shared endpoints one workspace can use, so a single client can't use up the whole pool. When a workspace reaches its limit, it can't enroll more computers until you raise the limit; your other workspaces keep enrolling. Leave it empty for no limit.

Settings in a client workspace: Users & Groups

In a client workspace, Settings shows Users & Groups instead of Billing & Users. It has Users, Support users, and User Groups for the people who can reach that client's computers, and no billing.

Deleting a client workspace

Deleting a client workspace removes its computers, tickets, and Keyring passwords, and its endpoints go back into your shared pool. Your licenses, your subscription, and your other workspaces stay as they are, and your bill only changes if you lower your licenses. Delete account, on your main workspace, cancels the subscription and removes every workspace you own.

Examples

• Three client workspaces using 120, 80, and 50 endpoints, with 250 endpoints on the main workspace's subscription: 250 × $2 = $500 a month on one invoice.
• 6,000 endpoints across 40 client workspaces: every endpoint is $1.75, so 6,000 × $1.75 = $10,500 a month.
• Two technicians who work in all 25 client workspaces: 2 technician seats, 2 × $10 = $20 a month, and the owner's own seat is free with a paid endpoint.