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Clients

Navigation: Sidebar → Clients

The Clients page is the central hub for managing all of your client organizations. Each client represents a business you manage — their devices, users, backups, and integrations are all linked through their client record.

Clients Page

Client List​

The Clients page shows all clients in your organization with summary statistics:

  • Stats Badges — Total count, active count, inactive count
  • Search — Filter clients by name
  • Filters — Filter by status (active/inactive), integration mappings, device count ranges, and user count ranges

Each client row displays:

  • Client name
  • Active/inactive status
  • Connected integration icons (NinjaOne, SentinelOne, M365, etc.)
  • Quick actions (edit, toggle active, delete)

Adding a Client​

  1. Click Add Client in the top-right
  2. Fill in the Client Name (required)
  3. Toggle Active status
  4. Map Integration IDs — if you have integrations enabled, fields for each will appear automatically:
    • NinjaOne Organization ID
    • SentinelOne Site ID
    • Microsoft Tenant ID
    • Dropsuite ID
    • 3CX ID
    • And more...
  5. Click Create

Tip: You can add integration mappings for tools you haven't connected yet by clicking "Map to other integrations" at the bottom of the form.

Importing Clients from Integrations​

Instead of manually adding clients, you can bulk-import from your connected tools:

  1. Click the Import dropdown button
  2. Choose a source: NinjaOne, SentinelOne, CIPP, Microsoft 365, Gorelo, Syncro, SuperOps, Checkpoint, Pax8, or Sophos
  3. PanelOne fetches the organization/site list from that integration
  4. Select which entities to import as clients
  5. Click Import — PanelOne creates client records and automatically maps the integration IDs

Bulk Integration Mapping​

If you already have clients but need to map them to integration entities:

  1. Click the Map Integrations dropdown button
  2. Choose an integration (CIPP/M365, NinjaOne, SentinelOne, Gorelo, Checkpoint, UniFi, Pax8, Sophos)
  3. A mapping dialog opens showing:
    • Your PanelOne clients on one side
    • Available integration entities on the other
  4. Match each client to their corresponding integration entity
  5. Click Save Mapping

This is essential for data to flow correctly — devices from NinjaOne are assigned to clients based on these mappings.

Editing a Client​

  1. Click the pencil icon on any client row
  2. Update the client name, status, or integration IDs
  3. Click Update

Deleting a Client​

  1. Click the trash icon on a client row
  2. Confirm the deletion in the dialog

Warning: Deleting a client removes all device associations. This cannot be undone.

Toggling Active/Inactive​

Click the status toggle on a client to quickly switch them between active and inactive. Inactive clients still retain their data but can be filtered out of views.

Client Detail Page​

Navigation: Click any client name → Client Detail

The Client Detail page provides a deep dive into a single client with multiple tabs:

Overview Tab​

  • Client information (name, status, creation date)
  • Integration mappings with icons
  • Quick stats (devices, users, threats)
  • NinjaOne organization details (if mapped)
  • Generate NinjaOne installer links

Devices Tab​

  • All devices belonging to this client
  • Online/offline status
  • Click any device to go to Device Detail

Users Tab​

  • M365 users associated with this client's tenant
  • MFA status for each user
  • Admin indicators

Threats Tab​

  • Active security threats from SentinelOne
  • Severity indicators and threat actions

Backups Tab​

  • Dropsuite backup status for this client
  • Healthy, at-risk, and failed backups

M365 Tab​

  • Microsoft 365 overview specific to this client
  • License usage, security score, domain health

Subscriptions Tab​

  • Pax8 subscriptions mapped to this client
  • License quantities and pricing
  • Edit subscription quantities

NinjaOne Features​

If the client has a NinjaOne mapping, additional capabilities are available:

  • End Users — View and manage NinjaOne end users for this organization
  • Organization Documents — View and archive NinjaOne documentation
  • Installer Generation — Generate NinjaOne agent installer links
  • Custom Fields — View and edit NinjaOne location custom fields
  • Custom Tabs — Create custom tabs in NinjaOne
  • Checklists — Create checklist templates
  • Node Roles — Create and manage node roles
  • Document Templates — View NinjaOne document templates with fields

Filters Explained​

Status Filter​

  • All — Show all clients
  • Active — Only active clients
  • Inactive — Only inactive clients

Integrations Filter​

  • Has — Show clients that have specific integration mappings
  • Missing — Show clients that are missing specific integration mappings
  • Select one or more integration types to filter by

Device/User Count Filters​

  • Set minimum and/or maximum thresholds for device count or user count
  • Useful for finding clients with no devices mapped (min: 0, max: 0)

Tips & Best Practices​

  • Map integrations early — Devices, users, and other data can only be assigned to clients if integration IDs are mapped
  • Use bulk import instead of manual creation when first setting up PanelOne
  • Check for unmapped clients regularly using the integrations filter with "Missing" mode
  • Use the Client Detail page for client review meetings — it has everything in one place