Manage Documentation & Assets
MSPControl combines structured asset records with customer documentation. Configure the asset model and documentation policies at the provider level, then use the customer guides to maintain assets, notes, passwords, certificates, photos, and documents.
Configure the documentation model
Section titled “Configure the documentation model”Configure documentation policiesEnable and configure policies for notes, photos, passwords, certificates, and protected access.
Define asset typesCreate the reusable asset types and properties used by customer asset records.
Assets can be organized by sections, categories, types, and custom properties. MSPControl can also associate an asset with customer users and managed devices, retain predecessor information, identify an asset by QR code, and report where configured asset properties are in use.
Manage customer asset records
Section titled “Manage customer asset records”Review asset managementUnderstand the asset record areas and the relationships retained by MSPControl.
List and create assetsFind customer assets and create a structured asset record.
Manage details and passwordsMaintain general asset details and linked password records.
Manage certificates and notesConnect certificate and note records to an asset.
Manage photos and documentsConnect visual evidence and customer documents to an asset.
Review relationships and logsInspect linked records, predecessor relationships, and asset activity.
Manage operational knowledge
Section titled “Manage operational knowledge”NotesCreate tagged operational notes and review note activity.
PasswordsManage protected password records, history, MFA secrets, and sharing history.
CertificatesManage certificate records, versions, exports, and activity logs.
DocumentsManage customer documents through the configured Microsoft Teams workspace.
PhotosCreate albums and manage photos linked to customer records.
Protected accessRequest, approve, review, and revoke access to protected documentation.
