Client groups — organize domains and route alerts
A client group organizes domains by the client they belong to, and it's also the container for alert routing and white-label reports. Domains in a group inherit the group's alert routes, and each group gets its own monthly report. Groups are created and managed on the Client groups tab, but domains are assigned to a group on the Domains tab.
A client group belongs to your account and has a unique name. It owns the group's alert routes and its hosted-report links, and it's what the monthly white-label report is generated for. It's important to know that a client group is not a login — it doesn't give the client access to anything; it's purely how you, the MSP, organize and route.
Grouping is what makes routing scale. A domain uses its own per-domain routes if it has any (an override wins), otherwise it falls back to its client group's routes, and otherwise to your account's default email. So you configure delivery once per client on the group, and every domain in that group inherits it — no need to set up alerts domain by domain.
Create a group and assign domains
- Open the Client groups tab (/dashboard/groups) and choose New client group.
- Give it a name — for example the client's company name (the placeholder shows “e.g. Acme Corp”) — and save. Group names must be unique within your account.
- Add the group's alert routes and, if you use white-label reports, its report Share control from the group's card.
- Switch to the Domains tab, and for each domain use the “Client group” select to assign it to the group. The select also offers “+ Create new group…” if you'd rather make the group on the fly.
There are two places on purpose. You create and manage groups — and their routes and report links — on the Client groups tab, but you assign a domain to a group on the Domains tab using that domain's “Client group” select. If you can't find where to add a domain to a group, it's on the Domains tab, not the groups tab.
Deleting a group is safe for your domains. Removing a group ungroups its domains rather than deleting them — the domains stay monitored, they just fall back to your account default routing — and the group's routes are removed with it. You never lose a domain by deleting its group.
Each group card shows the group's domain count, its alert routes, and its report Share control, so you can see at a glance how a client is set up.
Frequently asked questions
What is a client group?
A way to organize domains by the client they belong to, and the container for that client's alert routes and white-label report. It belongs to your account and has a unique name. It is not a login — it gives the client no access; it's purely how you organize and route.
Where do I create a group versus assign a domain to it?
You create and manage groups (and their routes and report links) on the Client groups tab at /dashboard/groups. You assign a domain to a group on the Domains tab, using that domain's “Client group” select — which also offers “+ Create new group…”. The two live in different places on purpose.
What happens to my domains if I delete a group?
Nothing bad — deleting a group ungroups its domains rather than deleting them, and removes the group's routes. The domains stay monitored and fall back to your account default routing. You can't lose a domain by deleting its group.
How do groups affect where alerts go?
A domain uses its own per-domain routes if it has any, otherwise its client group's routes, otherwise your account default email. So configuring routes once on the group applies to every domain in it — you don't set alerts up domain by domain.