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ClientSt0r Admin edited this page Feb 26, 2026 · 1 revision

Getting Started

Quick Start

  1. Log in — Use your credentials or Azure AD SSO if configured.
  2. Create or select an Organization — All data is scoped to organizations.
  3. Invite your team — Go to Settings → Users and send invitations.
  4. Assign roles — Grant Owner, Admin, Editor, or Read-Only per user.
  5. Add assets or passwords — Start populating inventory or the vault.
  6. Set up WAN monitoring — Create monitors for public-facing endpoints.

Organizations

Organizations are the top-level containers for all data. ClientSt0r is multi-tenant — each client, department, or team has its own organization with full data isolation.

Action Where
Create Admin → Organizations → New Organization
Switch Organization selector in the top navigation bar
Scope Assets, passwords, vehicles, and monitors all belong to one org
Global Templates and reference data can be shared across all organizations

Switching organizations — click the org name in the top nav bar. All data views immediately update to reflect the selected organization. Staff/superusers also have a Global View that shows all organizations simultaneously.

Users & Roles

Access control uses role-based permissions with four built-in roles:

Role Capabilities
Owner Full control including billing and organization deletion
Admin Manage users, all data, and settings — no billing
Editor Create and edit data; cannot manage users or settings
Read-Only View data only; cannot create, edit, or delete
  • Invite members at Settings → Users → Invite User
  • Custom roles with 42 granular permissions are available for fine-grained control
  • A user can have different roles in different organizations

API Keys

API keys authenticate programmatic access to the REST API and the browser extension.

Action Details
Generate Click your username → API Keys → Create New Key
Format Keys are prefixed itdocs_live_…
Usage Authorization: Bearer YOUR_KEY header
Scope Keys inherit your user's organization access and role
Revoke Delete a key instantly to invalidate all current uses 
# Example API call
curl -H "Authorization: Bearer itdocs_live_xK9mPL..." \
     https://your-server/api/assets/

Security: Copy your key immediately after creation — it is only shown once.

Next: Asset Management

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