Managing Clients

Day-to-day client management happens from the client list and the per-client detail page.

Client list

Dashboard → Clients shows every client in your MSP, their M365 connection status, and the number of projects.

Click any row to open its detail page.

Edit a client

On the detail page, use the Edit button to rename the client. That's currently the only editable field.

Delete a client

Deleting a client permanently removes:

• All projects under the client
• All scans, migrations, and error logs
• The M365 connection record

Files in SharePoint or OneDrive are not deleted — CloudMove only removes its own records.

To delete, open the client detail page and click Delete. You'll be asked to type the client's name to confirm.

Search and sorting

The client list has a search box (filters by name) and sort controls. Sorts persist per session — useful when you have a lot of clients.