Skip to main content
Each client you manage in Regentra operates as an independent tenant with its own compliance controls, tickets, portal, and contacts. This page covers how to onboard clients and work within their context.

​
Adding a new client

1

Start the onboarding wizard

Navigate to MSP → Clients and click Add Client. The onboarding wizard walks you through the setup.
2

Enter client details

Provide the client’s organization name, primary contact email, industry, and address.
3

Select compliance frameworks

Choose which frameworks this client needs (e.g., SOC 2, HIPAA, CMMC). Each framework creates a set of controls within the client’s tenant.
4

Configure portal

Set up the client’s support portal with branding, domain, and authentication method.
5

Complete setup

The client tenant is created. You can now switch into their context and begin managing compliance and tickets.

​
Context switching

Use the ComplianceClientSwitcher in the sidebar to move between client contexts. The switcher lists all your managed clients and shows which one is currently selected.
You can search the client list by name to quickly find the right tenant. The switcher is available on every page.
When you switch clients, all compliance and PSA views update to show that client’s data. Your MSP-level settings (team management, billing, integrations) are not affected by client selection.

​
Per-client compliance

Each client tenant includes:
  • Controls — Framework-specific controls with status tracking (Not Started, In Progress, Implemented, Not Applicable)
  • Policies — Document policies mapped to controls
  • Risk assessments — Risk register with likelihood, impact, and mitigation tracking
  • Evidence collection — Upload and link evidence to controls for audit readiness
Compliance data is fully isolated between clients. Work in one client’s tenant has no effect on another.

​
Per-client portal

Each client gets their own support portal instance:
  • Separate branding (logo, colors, CSS)
  • Optional custom domain (e.g., support.clientname.com)
  • Independent contact list (manual or synced from the client’s Entra ID)
  • Isolated ticket queue — end users only see their own organization’s tickets
Portal configuration is managed within each client’s context. Switch to the client, then go to Settings → Portal to customize.

​
Compliance tenant allocation

Your Regentra subscription includes a set number of compliance tenants. Each client you onboard consumes one tenant. View your current usage and limits in Settings → Billing.
If you reach your tenant limit, you must upgrade your plan before adding new clients. Existing clients are unaffected.