Manager Features
Web vs mobile: Manager capabilities match the web customer portal manager role. Mobile exposes the same expanded device list, client notes, and M365 collaboration detail — gated by your account role, not by which app you use.
Some customer accounts have the manager role (sometimes called account manager). Managers see broader organization data than standard user accounts. Your IT provider assigns this role — you cannot switch it yourself.
If you believe you need manager access, contact your IT provider.
How Manager Differs from Standard User
| Capability | Standard user | Manager |
|---|---|---|
| Devices | Assigned devices only | All organization devices |
| Client notes | Not available | Notes shared with managers |
| M365 collaboration | Limited summary | Teams and SharePoint detail |
| Other portal areas | Per portal settings | Same portal settings, wider data where applicable |
Permissions still respect portal settings — if M365 or devices are disabled for your portal, managers cannot see them either.
Client Notes
Opening Client Notes
- Tap More
- Tap Client notes (visible only to manager accounts)
Client notes are messages your IT provider shares with account managers — summaries, account updates, or internal-facing notes cleared for customer managers.
Standard users see a message that client notes are only available to account managers.
If you are a manager but notes are blocked, your account may have a permission override — contact your IT provider.
Expanded Device Scope
Managers see every managed device for the organization on the Devices tab, not only assigned devices.
Use this to monitor company-wide device health. Device pages remain read-only — request changes via tickets.
See Devices for list and detail behavior.
Expanded Microsoft 365
On More → Microsoft 365, managers may see additional Collaboration detail:
- Teams summaries
- SharePoint site summaries
Standard users see a reduced collaboration view or a banner explaining manager-only content.
Other Manager Considerations
- Dashboard stats — Same cards as users, but counts reflect organization-wide data where applicable
- Search — Finds organization-wide devices, users, and records your role can access
- Agreements and billing — Same as standard users; not role-gated unless permissions say otherwise
Tips
- Managers are still customers — You use the customer portal, not MSP staff tools (PanelOne, etc.)
- Notes are provider-authored — You read them; you do not create client notes in the app
- Need wider access? — Ask your IT provider to confirm your role and portal settings
Manager features apply to customer portal accounts only — not MSP technician or admin logins.