SecurAtlas gives MSP partners a dedicated Client Portfolio view that shows every client organization you manage in a single table. This page explains how to read the portfolio table, what each column means, and how to navigate into a client’s workspace to manage their security program.
Viewing the client portfolio
Navigate to Clients in your partner portal sidebar to open the Client Portfolio page. The page shows a summary row at the top with three stats — Total Clients, High Risk, and Healthy — followed by the portfolio table.
The table has the following columns:
| Column | What it shows |
|---|
| Client | The client organization’s name. |
| Risk | A color-coded badge showing the client’s current risk level. |
| Exposure | The client’s annualized financial exposure range, displayed as a low–high estimate (for example, $42K–$180K). |
| Coverage | A progress bar showing what percentage of the client’s controls have evidence attached. |
| Action | An Open button that takes you directly into the client’s workspace. |
Risk level badges
Every client in the portfolio displays a risk badge based on their current overall risk score. The badge colors map to the following levels:
| Badge | Risk level | What it means |
|---|
| Critical | Score 0–19 | Severe gaps across multiple control areas. Immediate attention required. |
| High | Score 20–39 | Significant unmitigated risk. The client needs prioritized remediation work. |
| Moderate | Score 40–59 | Some control gaps exist but the overall posture is partially managed. |
| Low | Score 80–100 | Controls are well implemented and evidence is in place. |
| Unknown | No score yet | The client has not yet completed their baseline assessment. |
A client shows Unknown until they have completed at least their baseline security assessment. Encourage clients to complete onboarding so you can see their scored risk level in the portfolio.
Understanding the coverage percentage
The Coverage column shows what percentage of the client’s total controls have at least one piece of evidence attached. It is not the same as controls being marked as fully implemented — it specifically measures whether evidence exists.
A client with 50% coverage has evidence attached to half of their controls. Controls without evidence cannot be validated, which affects their audit readiness score in the Audit Command Center.
Use coverage as a quick indicator of how evidence-complete a client is. Clients with low coverage are likely to have gaps that will surface during an audit.
Opening a client workspace
Click the Open button at the right side of any client row to jump directly into that client’s SecurAtlas workspace. SecurAtlas redirects you to the client’s dashboard.
Once inside a client workspace, you have full access to their controls, evidence, frameworks, tasks, assessments, and settings — the same views available to the client’s own team members.
To return to your partner portal, use your browser’s back button or navigate directly to your partner portal URL.
Accessing and editing client settings
As an MSP partner user, you do not need to be a direct member of a client’s tenant to manage it. Your partner membership gives you access to all tenants under your partner organization. This means you can:
- Navigate into any client workspace and edit their controls, evidence, and framework settings.
- Update client organization settings from within the client workspace Settings page.
- Invite or manage team members within a client tenant.
- Connect integrations on behalf of a client.
This access model is designed for MSPs where the managing team handles configuration on behalf of clients. Clients do not need to add your team members individually to each tenant.
If a client needs their own team members to have access to their workspace, have them invited through Settings → Team within their workspace. Their own members have direct tenant access that is separate from your partner access.
Adding new clients
The Add Client button is visible in the Client Portfolio header. Client tenant provisioning is currently being rolled out — this feature will be enabled soon.
When available, you will be able to create a new client tenant directly from the portfolio page. The new client will immediately appear in your portfolio table and you will be able to navigate into their workspace to start setting up their security program.