Switch into any customer's full Cloudmon controller environment from the MSP Dashboard. Manage their devices, view alarms and reports, and filter by group to focus on specific areas of their infrastructure.
Customer View allows the MSP to enter any customer's Cloudmon controller environment directly from the MSP Dashboard, without needing a separate login or account. Once inside a customer's view, the full Cloudmon interface is available scoped to that customer's environment, including all their monitored devices, alarms, reports, settings, and dashboards.
This makes it possible for a single MSP team to manage many customer environments from one platform, switching between customers as needed during the working day without logging in and out of separate systems.
From the MSP Dashboard, click the tile of the customer whose environment you want to access. Cloudmon switches into that customer's controller view immediately. The navigation bar and all dashboard content will reflect that customer's data only.
To return to the MSP Dashboard, click the MSP organisation name or the back navigation option at the top of the page to exit the customer's environment and return to the multi-customer overview.
When inside a customer's controller view, you can filter the devices and monitors displayed by group. Click the filter icon in the customer's controller view and select a specific group under Filter by. Only devices within the selected group will be shown, allowing you to focus on a specific office site, device category, or department within that customer's environment without changing any configuration.
This is particularly useful when managing large customer environments with many devices across multiple locations. Groups can be configured under Settings → General Settings → Groups within the customer's environment.
All standard Cloudmon functions are available within the customer's controller view. The table below outlines the most common tasks performed from Customer View:
| Task | Where to go |
| View and manage alarms | Alarms in the top navigation bar, then Open Alarms or Closed Alarms |
| View device and network monitoring | Servers, Network, Wireless, or any other section in the top navigation bar scoped to this customer's devices |
| Generate or schedule reports | Reports in the top navigation bar |
| Configure alarm rules for this customer | Settings → Configurations → Alarm Rules |
| Manage user accounts for this customer | Settings → General Settings → User Management |
| Filter devices by site or department | Filter icon in the customer controller view, then select a group under Filter by |
| Issue | What to check |
| Clicking a customer tile does not load their environment | Confirm your account has access to that customer. Only user accounts with the relevant customer selected in the Customers field of their user account settings can access that customer's environment. Super Admin accounts have access to all customers by default. |
| Filter by Group shows no groups available | Groups must be created within the customer's environment before they appear in the filter. Navigate to Settings → General Settings → Groups inside the customer's controller view and create the required groups, then assign devices to them. |
| Customer view shows devices from other customers | Verify that the devices in question are correctly assigned to the right customer. Navigate to the device's settings and check the Customer field. Devices assigned to the wrong customer can appear in the incorrect environment view. |