Before you start
- You need Cloud read access (the Cloud resource with Read access in the role editor) for Posture, Users, Groups, Licenses, and Domains.
- Adobe licenses need Storefront read access. A user with only Storefront read access sees the Licenses tab and no other Cloud tab.
- Cloud appears in the sidebar under Protection when at least one of Microsoft 365, Google Workspace, CIPP, Adobe, or DNSimple is connected. MSP staff connect services in Settings > Integrations. See Integrations.
- Company users see only their own company.
Open Cloud
1
Click Cloud in the sidebar
Look under Protection. With Cloud read access, Posture opens first. With only Storefront read access, Licenses opens.
2
Pick the company
Use the company selector in the top bar. MSP staff can pick one company, Global View, or Assigned Companies if their access is limited. Every Cloud tab follows this selector.
3
Choose a tab
Click Posture, Users, Groups, Licenses, or Domains in the header.
4
Filter the table
Use the filters under the column headings. The Provider column appears only when your scope has more than one provider. The Company column is hidden when one company is selected. Filters belong to each tab, so check them after you switch tabs.
Choose a tab
Posture
Security posture scores for Microsoft 365 and Google Workspace.
Users
Synced cloud accounts, with status, 2-step verification, and licenses.
Groups
Synced groups and their members.
Licenses
Microsoft 365, Google Workspace, and Adobe license counts and renewals.
Domains
Microsoft 365, Google Workspace, and DNSimple domains.
Task guides
Users Groups- Read cloud groups and members
- Find and filter cloud groups
- Manage client group visibility (MSP staff)
- Read cloud license usage
- Find, filter, and export licenses
- View license assignments and combinations
Troubleshooting
Frequently asked questions
Is Cloud live data?
Is Cloud live data?
No. Every tab shows synced data. The tabs have no Sync now button, and switching tabs does not start a sync.
Which permission do I need?
Which permission do I need?
Cloud read access for all five tabs, which covers Microsoft 365 and Google Workspace. Adobe licenses need Storefront read access.
Does an empty tab mean the company has no data?
Does an empty tab mean the company has no data?
Not always. Check the filters, the company selector, and your access. Then ask your MSP to check the integration and the sync.
Can I change anything from Cloud?
Can I change anything from Cloud?
Mostly no. The tabs are for reading. MSP staff can also hide groups from clients on Groups and add Microsoft 365 licenses to a meeting or the planner on Licenses.