A workspace per client: cloning your setup, billing, team and client access, branding, and deleting. 5:57 · 10 chapters
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0:00If you're an MSP, you look after lots of businesses. In this tour, we'll set up Optanik with a separate workspace for each of your clients.
0:07We're signed in as Morgan, who runs Summit IT. Under Logged in as, you can always see which workspace you're in.
0:13Each workspace keeps its own computers, policies, and people apart, so one client never sees another client's machines. Billing is the one thing that stays together, on your main workspace.
0:24Next to Workspaces, the arrow opens the list of every workspace you have.
0:28Your own workspaces and any shared with you are all here, and the star marks your main workspace. When you have a lot of clients, just type in the search box.
0:36Pick a workspace, and Optanik switches you straight into it. Everything you see then belongs to that client.
0:42We'll come back to Acme Dental in a moment. First, let's add a brand new client.
0:47The plus button next to Workspaces adds a new workspace under your account.
0:51Give it the client's name. We'll call this one Bright Smiles Dental.
0:55You don't have to start from scratch. Tick Copy setup from an existing workspace, and choose the one to copy.
1:01Then choose exactly what comes across: your group objects, the policies on each group, default patching, device configurations, and automations.
1:09Open any section to pick single items, so a client only gets the parts that fit them.
1:14There's no billing to set up. Every workspace you own shares the licenses on your main workspace, on one bill.
1:20Click Create and copy. Computers, people, and history never copy over. They always stay with the workspace they came from.
1:27And just like that, we're inside the new Bright Smiles Dental workspace, ready for the client's computers.
1:33So how does billing work? All of it lives on your main workspace, so let's switch back to Summit IT.
1:38On the main workspace, Settings has Billing and Users, with a Billing tab. This is the only place you buy licenses, for every workspace you own.
1:45Endpoints, technicians, Keymasters, and OptaMeet seats are bought here once, and shared by all your workspaces.
1:51Use Modify seats to add or remove licenses. Changes are prorated, so you only pay for the days you use.
1:58You get one subscription, one card, one bill date, and one invoice a month, however many clients you have.
2:05Next to Billing is the All workspaces tab. It shows your whole account in one place.
2:10Up top are your shared licenses: how many you have, how many are in use across every workspace, and how many are still free.
2:16Your price per endpoint is based on your total across all workspaces. Optanik shows how many more you need for the next discount, and it applies to every workspace automatically.
2:25Below that, every workspace has its own row: the endpoints, technicians, Keymasters, and OptaMeet seats it's using, and what it costs you each month.
2:33That's how you see what each client is consuming. Export it to bill your clients back.
2:37And Set limit caps how many of your endpoints one client can use, so a single workspace can't use up the whole pool.
2:44Now, your own team. People you add on your main workspace can get the same access in every client workspace at once. Click Invite user.
2:52Enter their email, and choose their role, like Technician, or Custom to pick exactly which menus and tools they can use.
3:00Down here is the Workspaces section, which only appears on your main workspace.
3:04All workspaces gives them the same access everywhere, including any client workspaces you add later. That's the default.
3:11Or choose Specific workspaces, and tick only the clients they look after. Unticking one later takes their access away there.
3:19Send the invite, and they get the same rights in Optanik, the Ticketing System, Keyring, and OptaMeet, in every workspace you picked. And someone in several workspaces only uses one seat.
3:29Now let's look at a client workspace. We'll switch to Acme Dental.
3:33Up top, the endpoint counter shows your shared licenses. Every computer this client enrolls comes out of the pool on your main workspace.
3:41Add endpoints takes you to your main workspace's billing, because that's the only place licenses are bought.
3:47In a client workspace, Settings has Users and Groups instead of Billing and Users. There's no billing here at all.
3:53Just users, support users, and user groups, for the people who can reach this client's machines.
3:58Sometimes a client wants to reach their own computers. Dr. Lisa Park, the practice owner, is already here, and she can only ever see Acme Dental's machines.
4:07Let's invite their front desk as well.
4:12Choose Custom, and give them only what they need, like remote access to their own machines, without settings.
4:17You can narrow it to specific groups, like just the front desk computers.
4:22People added in a client workspace only get that workspace. They never see your other clients, or your own.
4:28When a client leaves, you can delete their workspace. Let's remove Bright Smiles Dental.
4:33In that workspace, open Settings, then General.
4:36At the very bottom of a client workspace is Delete workspace.
4:40Optanik shows exactly what will happen: its devices, tickets, and passwords are removed, and its endpoints go back into your shared pool.
4:48Type the workspace name to confirm.
4:52Then your password.
4:55Only that workspace is deleted. Your licenses, your bill, and every other workspace stay exactly as they are.
5:01On your main workspace, this button is Delete account instead, which cancels your subscription and removes every workspace you own.
5:07Last, each workspace can have its own branding, so your clients get an experience that looks like theirs. Back in Acme Dental,
5:15open Settings, then General.
5:20Upload the client's logos, for the menu and the sign-in page, in dark and light.
5:25Then set their colors. Acme Dental uses teal, so the whole app turns teal for them.
5:30Their sign-in page gets its own address and name, and the same branding carries across Optanik, the Ticketing System, Keyring, and OptaMeet.
5:38So that's Optanik for MSPs: a workspace for every client, copied from your setup in a click, one shared pool of licenses and one bill on your main workspace, your team everywhere, and each client in their own branded space.
5:51Try it yourself, free, with the live demo at demo.optanik.com.
