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Overview

The Bulk Operations page lets you make the same change across multiple client organizations simultaneously. Instead of updating each client one by one, you select the clients you want to update and apply the change in a single action. Navigate to Tools → Bulk Operations in the MSP Console.

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Available Bulk Operations

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Update Notifications

Add, update, or remove notification channel configurations across multiple clients at once. Supported channels:
  • Email
  • Slack
  • Microsoft Teams
  • Custom Webhook
Operations:
  • Add — Add the notification channel to all selected clients (won’t duplicate if already configured)
  • Update — Replace the existing channel configuration with new values
  • Remove — Remove the channel from all selected clients
1

Click Update Notifications

Click Update Notifications at the top of the Bulk Operations page.
2

Select Clients

Search and select the clients to update. Use the search to find clients by name.
3

Choose Channel

Select the notification channel: Email, Slack, Microsoft Teams, or Custom Webhook.
4

Choose Operation

Select Add, Update, or Remove.
5

Enter Channel Details

For email: enter recipient addresses (comma-separated). For Slack, Teams, or Webhook: enter the webhook URL.
6

Apply

Click Apply to update all selected clients. Changes take effect immediately.

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Schedule Maintenance

Create a maintenance window across multiple clients simultaneously — useful when a shared infrastructure change affects multiple clients at once.
1

Click Schedule Maintenance

Click Schedule Maintenance at the top of the Bulk Operations page.
2

Select Clients

Choose the clients that will be affected by this maintenance.
3

Enter Maintenance Details

  • Title — Brief description of the maintenance (e.g., “Data center network upgrade”)
  • Description — Optional longer description
  • Start Date & Time — When maintenance begins (must be in the future)
  • End Date & Time — When maintenance ends (must be after start)
4

Configure Options

  • Auto-Resolve — Automatically mark the maintenance as complete when the end time passes (default: on)
5

Schedule

Click Schedule to create the maintenance window for all selected clients simultaneously.

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Tips for Bulk Operations

  • Use client groups to quickly select all clients in a segment (e.g., all Enterprise clients, all healthcare clients) — you can filter the client picker by group.
  • Start small — Test bulk changes on 1–2 clients first before rolling out to your full portfolio.
  • Webhook URLs — When adding Slack or Teams webhooks in bulk, all selected clients will receive the same webhook URL. If clients need different webhooks, update them individually.