Managing your clients

For each client company assigned to you, you can do everything a client admin can do for their own company — no more, no less.

What you can change, per client

• Company name and contact details, allowed domains and the primary domain, brand color, logo, website, and support phone
• Whether shared mailboxes and aliases are included for that company
• Self-service template settings: whether employees may choose their own template, the cap on how many they can keep, and which templates are offered
• Per-domain settings: default template, default for shared mailboxes, stage, colors, and buttons
• Activating and deactivating aliases
• Marking mailboxes claimable, and each mailbox's template pool
• Card overrides, template previews, and triggering a sync (Sync now)

See Managing templates and Why a card shows "unavailable" for the details — they apply the same way whether you're a client admin or an MSP admin working inside a client's company.

What's off-limits

Some things are restricted for every admin, client or MSP, and are CAD-staff only:

• Billing and plan details (seat limits, rates, package)
• A company's status (active, suspended, archived)
• Creating, editing, or deleting templates in the shared catalog — you can only choose among what's already there
• Another MSP's companies, or anything about your own MSP's partner record

New clients

Setting up a brand-new client company is handled by CAD staff, including assigning it to your MSP. Once a company exists and is assigned to you, you take it from there using everything above. There's no self-service way to add a new client yet.