A familiar structure for every environment.
Organize records by customer, with section cards, record counts and quick access to contacts, locations and shared passwords. Staff can choose which sections each organization needs.
Workbook guide Explore the platformKnow the environment.
CINCH WORKBOOKS · IT DOCUMENTATION
Know the environment.
Keep service moving.
The next technician shouldn’t have to rediscover what your team already knows. Cinch Workbooks brings customer IT records together, giving MSPs and CSPs a practical reference for support, planning and everyday service delivery.
THE SINGLE SOURCE OF TRUTH
One customer.
A more complete picture.
Keep technical knowledge with the organization it belongs to. Bring hardware, connectivity, credentials and reference documents into a shared customer workspace.
AssetsNetworksCredentialsDocuments
Built by an MSP. Designed for the MSP.KNOWLEDGE YOUR TEAM CAN USE
Make the details easier to find.
Give service teams a consistent place to look before they troubleshoot, make a change or plan an upgrade.
Understand the asset behind the alert.
Record device specifications, location, technical contacts, support contracts and warranty dates. Link an asset to its monitored N-able device to move from its documentation to monitoring details.
Asset guideGive access with accountability.
Keep shared credentials in the customer’s workbook. Assign access per entry, generate strong passwords, and handle access requests through admin approval. Credential views and access decisions are recorded in audit history.
Password guideKnow how the customer connects.
Document circuits, LANs, wireless networks and remote-access methods. Keep provider, location, contract and primary/secondary ISP details together, with circuit filters for active, expiring and archived records.
Connectivity guideKeep external services in view.
Record domains, run WHOIS/DNS lookups and document email configurations. Track SSL/TLS certificate issuers and validity dates so your team has the information it needs to plan renewals.
Domain & certificate guidePreserve the details behind delivery.
Document applications, owners, business impact and support details. Track license entitlements and renewal dates, and keep organization documents, vendors, file shares and directory information within reach.
Documentation guideFROM DOCUMENTATION TO SERVICE CONTEXT
Knowledge belongs beside the work.
Customer records are more useful when your team can connect them to the environment it supports. Workbooks sits within Cinch’s connected platform alongside CRM, Service Desk, PSA and cloud operations.
See what the customer is covered for.
The Service Matrix provides a read-only view of the linked customer account’s services, scope, status and coverage notes.
Explore service context
WORKBOOKS, IN PRACTICE
A reference for the whole team.
Can we tailor a workbook to each customer?
Yes. Partner and staff users can show or hide section cards for each organization, keeping its workbook focused on the records relevant to that environment.
How is shared password access managed?
Access is assigned per credential. Users can request access with a reason, and admins approve or deny the request. Views and access decisions are recorded, with emergency access restricted to permitted roles.
Can we link documentation to monitored devices?
Yes. An asset can be linked to its N-able monitored device, so technicians can follow the link from the asset record to the device’s monitoring details.
BUILT BY AN MSP. DESIGNED FOR THE MSP.
Put customer knowledge
to work.
Explore how Cinch Workbooks fits the environments your team supports.