TechAlign simplifies client management for Managed Service Providers by offering a unified dashboard to add, organize, and secure client accounts. This article provides a clear, step-by-step guide to adding new clients, configuring their profiles, organizing assessments, and upholding data security standards—empowering users to leverage TechAlign’s automation for consistent service delivery and streamlined QBR preparation.
Adding a New Client Profile
Navigate to the Clients module from your TechAlign dashboard.
Click Add Client and enter organization details, contacts, and vertical classification.
Configure custom fields to support technical alignment workflows if required.
Save the profile to initialize client workspace and enable documentation uploads.
Organizing Multiple Assessments per Client
Create new technical assessments directly from each client profile.
Use templates aligned to client type for consistent documentation and standards.
Easily track all open and historical assessments in the client’s record.
Securely Storing and Managing Client Documentation
Upload contracts, policies, and technical worksheets directly to each client workspace.
Leverage folder/tag organization for quick retrieval during QBRs and audits.
All files benefit from TechAlign’s platform-level encryption and access controls.
Conclusion
By utilizing TechAlign’s client management features, Managed Service Providers ensure efficient onboarding, organized documentation, and robust data protection. This foundation supports streamlined assessments and automated QBR generation—helping teams deliver data-driven recommendations, build client trust, and drive consistent business value.