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Organize MSP Customers by Service Tier

Before you create custom groups to monitor MSP customer systems, plan the groups by organizing the customers by their tier of service. Organization into categories lets you approach group creation with a strategy in mind. For more information, see MSP Grouping Strategies.

Typically, MSP customers subscribe to different service tiers. Assume, for example, that you and your team are responsible for the following categories of customers:

Follow these steps:

  1. Make a list of customer systems for which your team of IT staff is responsible.
  2. Obtain a list of subscribers for each tier of service that your MSP organization offers.
  3. Make another list, placing the customers whose systems your team monitors into categories based on their subscription.

    For example, if you have responsibility for six MSP customers, you can organize them in two categories as follows:

    Tier 1:

    Tier 2:

    This list helps you plan custom groups to organize customer data and assign permissions to IT staff.