Add a client

Steps

1. Turn on agency mode

   Open Company, find Agency mode and switch on Enable clients. Enable agency mode on the Clients page and in the view switcher does the same.

   The switch adds the client switcher and the Clients and Teams pages. Switching it off hides client data and the switcher. Clients and their monitors are kept, not deleted.

   

2. Add the client

   Select Add client. Enter a Client name. Add the Primary domain if you know it. A starter template can use it to prefill the first monitor.

   Optional: a logo (PNG, JPEG or SVG, up to 1 MiB), and the Communication language for reports, invitations and alerts sent for this client. Without a choice, the Company default applies.

   

3. Start from a template or empty

   Under Starter template pick a saved template, or No template — start empty. up4 adds a template named Default (one monitor and one status page) and preselects it. A template creates the monitors, alert plans and status pages it describes, with the client's domain filled in.

   Status pages from a template start unpublished. The result screen lists them with a link to the editor. To write your own template, open Templates next to Clients and select New.

   

4. Decide on a client login

   Leave Let this client sign in off if a read-only link is enough for the client. Turn it on to invite their staff into a portal that shows only this client. Give a client their own login explains both.

   Select Create client. up4 switches your view to the new client.

   

5. File things under the client

   While a client is selected in the switcher, new monitors you create belong to that client. For something that already exists, change Belongs to on the monitor, or select several monitors, choose Change selected…, and under Action pick Move to client.

   Scheduled jobs, alert plans, on-call rotations, playbooks and status pages show Assign to client in their forms. Alert channels show Belongs to client (optional) and report schedules Scope to client (optional). An incident appears under the client of its monitor.

   

6. Switch between clients

   The switcher at the top of the left menu has three views. Under Company your Company's name shows what belongs to no client. A client's name shows that client only. All clients adds everything together, for a Monday sweep across every customer.

   Lists and the dashboard follow the view you pick. The shortcut ⌘J opens the switcher.

   

7. Archive a client when the contract ends

   Open the client under Clients and select Archive client. The client disappears from the switcher and the lists. Its portal members are locked out. Monitors, history and settings stay.

   Pause their monitors and scheduled jobs is ticked when the dialog opens. Leave it ticked to stop the checks, because running checks keep costing money. To bring a client back, choose Show archived clients under the list of clients and then Unarchive. Unarchiving does not resume paused checks.

   

If something is off

What up4 does not do here

• Applying a template only adds. It never changes or removes what a client already has, so applying it twice gives two copies. up4 applies a template when you create a client; it does not apply one to an existing client.
• Each resource belongs to one client or to none. up4 has no sub-clients and no shared monitors.
• Archiving a client does not stop its checks unless you pause them.
• Show archived clients appears only while at least one active client is left. After you archive your last client, add a new one to see the archived ones again.
• A client's data is kept apart on the server, not just hidden in the screen. People in a Team see the clients assigned to that Team, plus what belongs to no client.