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docs(msp): add Prowler for MSPs and MSSPs documentation#12101

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docs(msp): add Prowler for MSPs and MSSPs documentation#12101
StylusFrost merged 17 commits into
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@StylusFrost StylusFrost commented Jul 23, 2026

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Context

Adds first-party documentation for Prowler for MSPs and MSSPs — the console at partners.prowler.com used by MSPs, MSSPs, resellers and consultants to onboard customers and operate their Prowler Cloud tenants on their behalf. There is no documentation for it on docs.prowler.com today.

This replaces #10999 and #11261, which are closed in favour of this PR. Those two were written against an earlier state of the product and had drifted; every claim here was re-verified against the current code before being written.

Description

Eight new MDX pages plus a docs/docs.json update.

Getting Started gains a Prowler for MSPs and MSSPs group; Guides gains a top-level group of the same name, sibling to Prowler Cloud.

Page Path
Overview docs/getting-started/products/prowler-for-msps.mdx
Sign Up and Sign In docs/user-guide/tutorials/prowler-for-msps-sign-up.mdx
Your Partner Organization docs/user-guide/tutorials/prowler-for-msps-organization.mdx
Managing Your Team docs/user-guide/tutorials/prowler-for-msps-team.mdx
Workspaces docs/user-guide/tutorials/prowler-for-msps-workspaces.mdx
Onboarding Customers docs/user-guide/tutorials/prowler-for-msps-customers.mdx
Billing and Plans docs/user-guide/tutorials/prowler-for-msps-billing.mdx
Branding docs/user-guide/tutorials/prowler-for-msps-branding.mdx

The terminology fix

The earlier drafts used "customer workspace" for the customer's Prowler Cloud tenant. That name collides with a real object the product exposes:

  • Workspace groups customers inside the partner organization. It has a default instance per partner, it gates team access, and it cannot be deleted while it holds customers.
  • Customer is the customer organization, mapping to a Prowler Cloud tenant in a region.

The documentation now keeps those separate and says so explicitly, since the distinction is what makes team scoping legible.

What is newly documented

  • Workspaces — the object, the default workspace, the two delete guards, and how workspace grants scope team access.
  • The console tour — sidebar entries with their permission gates, and the Dashboard cards.
  • access_all_workspaces — the flag that actually separates Superadmin from Organization Admin.
  • Ownership — the partner owner, transfer, and the removal guard.
  • Regions — EU available, US coming soon.
  • Password policy — all seven rules, rather than the length alone.
  • Session lifetimes — 30-minute access token, 24-hour refresh, 7 days with Remember me.

Corrections against the current product

Claim in the earlier drafts Current product
Partner state Suspended Does not exist. Four states only.
Logo up to 1 MB, PNG/JPEG/SVG 512 KB, PNG or SVG, max 200x60 px
Add Customer asks for name and contact email Asks for Business Name and Region
Row action Open in Prowler Cloud Access Organization
Change plan moves between paid plans One way, trial to paid only
Change plan opens a drawer with a Complete subscription variant A Change Plan dialog, no variant
Findings column shows Critical / High / Medium Failed Findings; the table also carries Resources, Billing Type, MTD, Last Month Expenses and Status
Plans: Trial, Pro Annual, Pro Monthly Trial, Annual, Monthly, plus Flex (present, not selectable)
Billing page has three tabs including Your Partner Plan Payment Method only in this release
Invitations are unique per partner Unique per workspace, valid 7 days

Surfaces that are built but not yet wired — the Workspaces stat slots, invoice history, per-customer billing — are called out as such rather than described as shipping.

Screenshots

Screenshot slots are marked in-page with {/* IMAGE (pending): ... */} comments so the build stays green. They are added in a follow-up once captured. Twelve slots across the eight pages.

Steps to review

  1. Check out the branch and run cd docs && npm install -g mint && mint dev.
  2. Open http://localhost:3000 and confirm:
    • Getting Started shows Prowler for MSPs and MSSPs between Prowler Cloud and Prowler Lighthouse AI.
    • Guides shows a top-level Prowler for MSPs and MSSPs group with 7 pages in lifecycle order: Sign Up -> Organization -> Team -> Workspaces -> Customers -> Billing -> Branding.
  3. Click through the cross-links at the foot of each page; all seven internal targets resolve.
  4. Check the Mintlify preview deploy posted by the Mintlify GitHub App.

Checklist

Community Checklist
  • This feature/issue is listed in here or roadmap.prowler.com
  • Is it assigned to me, if not, request it via the issue/feature in here or Prowler Community Slack

SDK/CLI

  • Are there new checks included in this PR? No — docs-only PR.
    • If so, do we need to update permissions for the provider? Please review this carefully.

License

By submitting this pull request, I confirm that my contribution is made under the terms of the Apache 2.0 license.

Summary by CodeRabbit

  • Documentation
    • Added an “Overview” for Prowler for MSPs and MSSPs, including core concepts, console sections, and the end-to-end access flow to onboarding.
    • Added new tutorials for sign up/sign in, managing the partner organization, team roles and invitations, customer onboarding, billing permissions and customer plans, and branding customization.
    • Updated the documentation navigation to include a dedicated “Prowler for MSPs and MSSPs” group across the main Getting Started and Guides tabs.

Add first-party documentation for Prowler for MSPs and MSSPs, the console
at partners.prowler.com used by MSPs, MSSPs, resellers and consultants to
onboard customers and operate their Prowler Cloud tenants.

Eight pages, all written against the current product:

- Overview, with the four core objects and a console tour
- Sign up and sign in, including the full password policy and session
  lifetimes
- Managing your partner organization: lifecycle, settings, Partner Code,
  ownership and deletion requests
- Managing your team: the seven-flag permission matrix for both seed roles
- Organizing customers into workspaces
- Onboarding customers and accessing their tenants
- Billing and customer plans
- Branding

The documentation distinguishes a workspace, which groups customers inside
the partner organization, from a customer's Prowler Cloud tenant. Both were
previously called a "customer workspace", which collides with the workspace
object the product actually exposes.

Screenshots are marked with placeholder comments and are added separately.
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✅ All required changelog fragments are present.

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No Conflicts

No conflict markers, and the branch merges cleanly into its base.

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📝 Walkthrough

Walkthrough

Added a Prowler for MSPs and MSSPs product overview, six operational tutorials, and navigation entries in both Getting Started and Guides.

Changes

Prowler for MSPs and MSSPs documentation

Layer / File(s) Summary
Navigation and product overview
docs/docs.json, docs/getting-started/products/prowler-for-msps.mdx
Adds MSP/MSSP navigation, product concepts, console areas, access flow, terminology, and tutorial links.
Access and partner administration
docs/user-guide/tutorials/prowler-for-msps-sign-up.mdx, docs/user-guide/tutorials/prowler-for-msps-organization.mdx, docs/user-guide/tutorials/prowler-for-msps-team.mdx
Documents signup, authentication, organization lifecycle, roles, invitations, membership access, and ownership rules.
Customer onboarding and billing
docs/user-guide/tutorials/prowler-for-msps-customers.mdx, docs/user-guide/tutorials/prowler-for-msps-billing.mdx
Documents customer provisioning, tenant access, customer management, plans, payment methods, plan changes, and billing metrics.
Partner branding
docs/user-guide/tutorials/prowler-for-msps-branding.mdx
Documents partner logo management, validation requirements, SVG sanitization, preview behavior, and branding scope.

Estimated code review effort: 2 (Simple) | ~15 minutes

Suggested reviewers: danibarranqueroo

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The title clearly summarizes the docs-only addition of Prowler for MSPs and MSSPs documentation.
Description check ✅ Passed The description follows the required template with context, summary, review steps, checklist, and license notes.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch docs/prowler-for-msps-and-mssps

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Preview deployment for your docs. Learn more about Mintlify Previews.

Project Status Preview Updated (UTC)
prowler 🟢 Ready View Preview Jul 23, 2026, 12:18 PM

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Actionable comments posted: 8

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/getting-started/products/prowler-for-msps.mdx`:
- Around line 66-68: Update the “Getting Access” section to document the initial
Pending email verification state and instruct users to verify their email before
approval review. Preserve the existing Pending approval transition and explain
the sequence from registration, through email verification, to team invitations
and customer onboarding.

In `@docs/user-guide/tutorials/prowler-for-msps-billing.mdx`:
- Line 61: Update the Monthly-plan sentence in the billing tutorial to
explicitly state that it does not require an upfront provider-account count,
replacing the vague “no upfront count” wording while preserving the surrounding
Annual-plan details.
- Line 14: The billing documentation incorrectly states that unavailable billing
redirects to Dashboard. Update the sentence describing the `/billing` behavior
to identify `/profile` as the redirect destination, while preserving the
existing conditions and sidebar visibility description.

In `@docs/user-guide/tutorials/prowler-for-msps-customers.mdx`:
- Line 35: Update the tenant-provisioning outcome sentence in the tutorial to
call the $0 plan “Trial” and clearly state that paid-plan subscription may fail
to report, using wording consistent with the billing page’s documented plan
states.

In `@docs/user-guide/tutorials/prowler-for-msps-organization.mdx`:
- Line 42: Update the sentence around “Change your own password” to replace the
vague “administrators” reference with the exact role or permission that grants
access to the Danger zone, consistent with the documented Manage settings
requirement and Organization Admin limitations.

In `@docs/user-guide/tutorials/prowler-for-msps-team.mdx`:
- Around line 40-43: Update the “Send the invitation” step to explicitly state
how the invitation’s target workspace is determined—whether the administrator
selects it in the dialog or the current workspace context is used—so the invited
member’s workspace-scoped access is unambiguous.

In `@docs/user-guide/tutorials/prowler-for-msps-workspaces.mdx`:
- Line 16: Update the workspace description to replace “book of business” with
“customers assigned to that workspace,” keeping the explanation of an
Organization Admin’s visibility scope unchanged.
- Around line 52-57: Update the workspace deletion rule in the table to
consistently refer to assigned customers, using “assigned customers” or
“customer organizations” instead of “assigned organizations”; keep the
surrounding deletion guidance unchanged.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: ASSERTIVE

Plan: Pro Plus

Run ID: 9ee4c3e8-e516-4c93-9a60-8b9344710fa6

📥 Commits

Reviewing files that changed from the base of the PR and between 641c418 and 435f92a.

📒 Files selected for processing (9)
  • docs/docs.json
  • docs/getting-started/products/prowler-for-msps.mdx
  • docs/user-guide/tutorials/prowler-for-msps-billing.mdx
  • docs/user-guide/tutorials/prowler-for-msps-branding.mdx
  • docs/user-guide/tutorials/prowler-for-msps-customers.mdx
  • docs/user-guide/tutorials/prowler-for-msps-organization.mdx
  • docs/user-guide/tutorials/prowler-for-msps-sign-up.mdx
  • docs/user-guide/tutorials/prowler-for-msps-team.mdx
  • docs/user-guide/tutorials/prowler-for-msps-workspaces.mdx

Comment thread docs/getting-started/products/prowler-for-msps.mdx Outdated

## The Billing Page

The **Billing** entry appears in the sidebar only when billing has been enabled for your account and your role carries **Manage billing**. If either is missing, the entry is hidden and `/billing` redirects to the Dashboard.

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🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Document the actual /billing redirect destination.

The supplied ui/proxy.ts behavior redirects /billing to /profile when billing is unavailable or the user lacks manage_billing, not to Dashboard. Update this sentence or change the route behavior if Dashboard is intended.

Proposed documentation fix
-If either is missing, the entry is hidden and `/billing` redirects to the Dashboard.
+If either is missing, the entry is hidden and `/billing` redirects to the **Profile** page.
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
The **Billing** entry appears in the sidebar only when billing has been enabled for your account and your role carries **Manage billing**. If either is missing, the entry is hidden and `/billing` redirects to the Dashboard.
The **Billing** entry appears in the sidebar only when billing has been enabled for your account and your role carries **Manage billing**. If either is missing, the entry is hidden and `/billing` redirects to the **Profile** page.
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/user-guide/tutorials/prowler-for-msps-billing.mdx` at line 14, The
billing documentation incorrectly states that unavailable billing redirects to
Dashboard. Update the sentence describing the `/billing` behavior to identify
`/profile` as the redirect destination, while preserving the existing conditions
and sidebar visibility description.

Comment thread docs/user-guide/tutorials/prowler-for-msps-billing.mdx Outdated
</Step>

<Step title="Launch Their Customer Workspace">
Prowler provisions the tenant in Prowler Cloud. The final step confirms the outcome — created on the free plan, subscribed to a paid plan, or subscribed with a failure to report.

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📐 Maintainability & Code Quality | 🟡 Minor | ⚡ Quick win

Use the documented plan name and clarify the failure outcome.

The billing page names the $0 plan Trial. Replace “free plan” and clarify “subscribed with a failure to report” so users can map this confirmation to the documented plan states.

Proposed wording
-    Prowler provisions the tenant in Prowler Cloud. The final step confirms the outcome — created on the free plan, subscribed to a paid plan, or subscribed with a failure to report.
+    Prowler provisions the tenant in Prowler Cloud. The final step confirms the outcome: the customer was created on the **Trial** plan, subscribed to a paid plan, or the subscription failed.
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
Prowler provisions the tenant in Prowler Cloud. The final step confirms the outcomecreated on the free plan, subscribed to a paid plan, or subscribed with a failure to report.
Prowler provisions the tenant in Prowler Cloud. The final step confirms the outcome: the customer was created on the Trial plan, subscribed to a paid plan, or the subscription failed.
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/user-guide/tutorials/prowler-for-msps-customers.mdx` at line 35, Update
the tenant-provisioning outcome sentence in the tutorial to call the $0 plan
“Trial” and clearly state that paid-plan subscription may fail to report, using
wording consistent with the billing page’s documented plan states.

Comment thread docs/user-guide/tutorials/prowler-for-msps-organization.mdx Outdated
Comment on lines +40 to +43
<Step title="Send the invitation">
Click **Invite User**, enter the **Email**, pick a **User Role**, and send. Each role option carries a one-line description of what it grants.

{/* IMAGE (pending): /images/prowler-for-msps/invite-user-dialog.png — Invite User dialog with the Email field and the User Role selector expanded to show both roles */}

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🔒 Security & Privacy | 🟠 Major | ⚡ Quick win

Make the workspace grant explicit in the invitation procedure.

Line [41] only tells readers to enter Email and User Role, while line [54] says invitations are workspace-scoped. State how the target workspace is selected, or whether the current workspace context determines it; otherwise administrators cannot reliably predict the member’s access boundary.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/user-guide/tutorials/prowler-for-msps-team.mdx` around lines 40 - 43,
Update the “Send the invitation” step to explicitly state how the invitation’s
target workspace is determined—whether the administrator selects it in the
dialog or the current workspace context is used—so the invited member’s
workspace-scoped access is unambiguous.


If your whole team works across every customer, you can ignore workspaces entirely — everything lands in the default workspace and Superadmins reach all of it.

Workspaces earn their keep when you need separation: a team per region, per practice, or per customer segment, where an Organization Admin should only see their own book of business.

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📐 Maintainability & Code Quality | 🟡 Minor | ⚡ Quick win

Replace the unexplained “book of business” jargon.

Use “customers assigned to that workspace” instead so the access scope is explicit and searchable. As per coding guidelines, documentation should avoid unnecessary jargon and define unfamiliar terms on first use.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/user-guide/tutorials/prowler-for-msps-workspaces.mdx` at line 16, Update
the workspace description to replace “book of business” with “customers assigned
to that workspace,” keeping the explanation of an Organization Admin’s
visibility scope unchanged.

Source: Coding guidelines

Comment on lines +52 to +57
| Condition | Result |
|---|---|
| The workspace is the **Default** one | Cannot delete the default workspace. |
| The workspace still holds customers | Cannot delete a workspace with assigned organizations. |

Move or remove the customers first, then delete.

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🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Use “customers” consistently in the deletion rule.

Line [55] says “assigned organizations,” while this page and the overview define workspaces as containing customers and treat the partner organization as a separate top-level object. Change this to “assigned customers” or explicitly “customer organizations.”

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/user-guide/tutorials/prowler-for-msps-workspaces.mdx` around lines 52 -
57, Update the workspace deletion rule in the table to consistently refer to
assigned customers, using “assigned customers” or “customer organizations”
instead of “assigned organizations”; keep the surrounding deletion guidance
unchanged.

Wire up five screenshots: dashboard, sign-up, sign-in, Settings Profile
and Settings Branding.

Capturing them surfaced details the pages had wrong or missing:

- Dashboard: the insight row is titled Partner Insights, and each card
  carries a breakdown. Billing Overview reports monthly expenses against
  last month and splits revenue into annual, monthly and overage, rather
  than a year-to-date figure.
- Sign-in: the button is Login and the link is Forgot Password?.
- Settings Profile: document the PRW-00000 Partner Code format and the
  editable Company Name field with Save Changes.
- Branding: the buttons are Upload Logo and Remove Logo. The 200x60 px
  guidance is presented on screen as a recommendation but is enforced as
  a hard maximum for PNG and skipped entirely for SVG. Document the
  Logo Placement Preview, and note that it renders locally rather than
  pushing the logo to Prowler Cloud.

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Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/user-guide/tutorials/prowler-for-msps-branding.mdx`:
- Line 10: In the branding tutorial instruction near “Settings → Branding,”
capitalize the interaction verb “click” to “Click,” leaving the rest of the
sentence unchanged.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: ASSERTIVE

Plan: Pro Plus

Run ID: d6f48d55-95f0-429a-8404-9d88fb366a37

📥 Commits

Reviewing files that changed from the base of the PR and between 94ec990 and 597fe2e.

⛔ Files ignored due to path filters (5)
  • docs/images/prowler-for-msps/dashboard.png is excluded by !**/*.png
  • docs/images/prowler-for-msps/settings-branding.png is excluded by !**/*.png
  • docs/images/prowler-for-msps/settings-profile.png is excluded by !**/*.png
  • docs/images/prowler-for-msps/sign-in-form.png is excluded by !**/*.png
  • docs/images/prowler-for-msps/sign-up-form.png is excluded by !**/*.png
📒 Files selected for processing (5)
  • docs/docs.json
  • docs/getting-started/products/prowler-for-msps.mdx
  • docs/user-guide/tutorials/prowler-for-msps-branding.mdx
  • docs/user-guide/tutorials/prowler-for-msps-organization.mdx
  • docs/user-guide/tutorials/prowler-for-msps-sign-up.mdx


## Upload a Logo

Open **Settings → Branding**, click **Upload Logo**, and pick your file. The logo replaces the placeholder immediately and a confirmation appears.

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📐 Maintainability & Code Quality | 🟡 Minor | ⚡ Quick win

Use the documented interaction verb “Click”.

Change lowercase “click” to “Click” to follow the documentation interaction-verb guideline.

Proposed fix
-Open **Settings → Branding**, click **Upload Logo**, and pick your file.
+Open **Settings → Branding**, Click **Upload Logo**, and pick your file.
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
Open **Settings → Branding**, click **Upload Logo**, and pick your file. The logo replaces the placeholder immediately and a confirmation appears.
Open **Settings → Branding**, Click **Upload Logo**, and pick your file. The logo replaces the placeholder immediately and a confirmation appears.
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/user-guide/tutorials/prowler-for-msps-branding.mdx` at line 10, In the
branding tutorial instruction near “Settings → Branding,” capitalize the
interaction verb “click” to “Click,” leaving the rest of the sentence unchanged.

Source: Coding guidelines

Every partner organization currently holds a single default workspace,
the Workspaces page is not linked from the sidebar, and nothing in the
console tells a user that more than one workspace can exist. Documenting
the concept teaches a model the product does not yet surface.

Remove the dedicated page and the nav entries, and rewrite the places
that leaned on the concept:

- Overview: Core Concepts drops to three objects, and the warning
  separating a workspace from a customer tenant is no longer needed.
- Team: the permission matrix drops Manage workspaces and Access all
  workspaces, and the role summaries describe reach in terms of
  customers. Invitations are described without workspace scoping.
- Customers: adding a customer is described as Superadmin-only by role
  rather than by the underlying flag, and the Edit panel is documented
  as a rename.

The wizard step title "Launch Their Customer Workspace" stays as-is; it
is on-screen text.
Filing a deletion request notifies the Prowler team and confirms back to
the requester; the closure itself is handled by Prowler, not by the
partner. Replace the instruction to arrange tenant disposal with each
customer directly, in both the organization and customer pages, and add
the offboarding step to the closure walkthrough.
Drop the explanation that the Billing entry appears only once billing is
enabled for the account and that /billing otherwise redirects, and stop
describing the customer billing stat cards as hidden. Describe the
surfaces as they are used instead.
Wire up two more captures and correct the labels they show: the wizard
field is Customer Business Name and the step ends on Next; the invite
dialog is confirmed with Send Invite.

Drop the pending screenshot slot for the Billing payment method card.
Replace the plan table with a pointer to prowler.com/pricing. Prices,
included usage and overage rates change, and a table here would drift
from the single source without anyone noticing.

The upfront provider account range for the annual plan stays, since it
is a form constraint rather than a price.
Wire up the plan-selection and confirmation steps of the Add Customer
wizard, plus the My Customers page, and refresh the step-one capture.

Details the captures settled:

- Step two is headed Choose your plan and carries a Monthly/Annual
  toggle; the wizard is completed with Create Customer.
- Step three confirms with Go To Organization or Close.
- The Billing Type column reads Trial, Pro Monthly or Pro Annual.
- The customers list has search, provider and status filters, and an
  export button.

The My Customers capture also shows the Billing active and Total MTD
cards, so the billing page reuses it rather than carrying a second,
narrower capture of the same cards.
Wire up the customer row actions menu and the Change Plan dialog, the
last two pending captures.

The Billing page is not reachable today, so stop documenting it. The
billing guide now covers only what a provider can actually do: set a
plan when creating a customer, change it later from the customer row,
and read the resulting revenue. Remove the payment method walkthrough,
the sidebar entry from the console tour, and the payment method from
the Manage billing permission description.
Three of the review comments still applied after the pages were cut
down:

- The overview jumped straight to Pending approval, so a reader could
  wait for review without ever verifying their email. Document the
  Pending email verification state and the transition.
- "The monthly plan carries no upfront count" did not say what was
  counted.
- The Security tab said the Danger zone is for "administrators", which
  reads as though Organization Admin qualifies. It is gated on
  Manage settings, so name the permission.

Also replace "book of business", which is jargon the docs style guide
asks to avoid.
@StylusFrost
StylusFrost merged commit b80e3a7 into master Jul 23, 2026
39 checks passed
@StylusFrost
StylusFrost deleted the docs/prowler-for-msps-and-mssps branch July 23, 2026 14:20
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