MSP / Admins
MSP-specific support
35 articles
- Activate: A Guide for MSP PartnersWhat Activate is and how to use each part of it: the dashboard, the five prospect tabs, tenant creation, and inviting contacts.
- Add MSP Users to Admin ViewThis article covers how to add users/employees of an MSP to the MSP's admin view.
- Account TeamsScope which of your team members can access which customer tenants with Account Teams.
- Tenant Templates: Reuse Roles and Settings for New TenantsUse tenant templates to apply the same package, default role, AI settings, Workshop items, and access defaults when creating new tenants.
- Setting Default Integration & Tool Access for New Tenants
- Managing Integration & Custom MCP Access (Integrations & Tools)
- Accessing Your Customer DashboardIf you have an Admin login, this is how you can use more features in Customer View
- How To Purchase & Assign PackagesNew clients need new packages
- Creating a TenantFor MSPs who are adding clients to Hatz AI
- Customizing Your Tenant & Deploy Your SubdomainFor Admin eyes only - if you do not log into admin.hatz.ai, you can skip this one!
- Adoption TabSee how your tenants are using Hatz AI
- MSP Office Hours
- Custom Email TemplatesAI-assisted HTML editing and suggestions in email template editing
- The Admin DashboardLearn how to navigate the Hatz Admin Dashboard to monitor credit usage, track user activity, and manage your tenants effectively.
- Tenant ManagementThis article is intended to guide MSP Admin Users in tenant management features.
- SSO (SAML) + SCIM ProvisioningThis article focuses on configuration and common questions for SSO (SAML) + SCIM Provisioning.
- Copying Workshop Items to Other Tenants
- Bulk Create Tenants with CSV
- LLM SettingsYou can set a default LLM or disables LLMs for your org
- How To Enable Access to Beta Features in the Admin DashboardA summary of how to enable beta integration from the Admin Dashboard for an internal tenant and end customer tenants
- Delete MSP OrganizationThis article covers the steps to delete an MSP's Hatz organization
- Syncing your PSA - Connectwise
- Syncing Activate with AutotaskHow to connect Autotask for read-only Activate PSA sync.
- Syncing your PSA - Halo
Users, Roles, & Permissions
Admin and tenant user roles and permissions
- Admin Account User RolesWhen adding users, they can have different roles and permissions.
- Customer User RolesThis article defines User Roles and lists the Permissions included in each.
- Invite Links & Automatic Account Creation
- Custom Roles - Credit Limits
- Custom Roles
- Compliance & Audit LogsCompliance, Audit Logs, and Usage History: Visibility and Access Control
- Enforce MFA SettingsEnable or disable multi-factor authentication (MFA) for your organization.
- Add Users to Customer TenantsLearn how to add users to your Customer Tenants.
- How to Control Community Workshop AccessControl Community Workshop Access by Tenant and Custom Role
- Microsoft Entra SSO & SCIMThis article covers the steps to setup and configure SSO and SCIM in Microsoft Entra
- Delete a User in HatzThis article covers the process to delete a user in Hatz and what happens once the user is deleted.