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docs(msp): align guides with current portal behavior#12105

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docs(msp): align guides with current portal behavior#12105
Alan-TheGentleman wants to merge 1 commit into
masterfrom
docs/msp-documentation-accuracy

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@Alan-TheGentleman

@Alan-TheGentleman Alan-TheGentleman commented Jul 23, 2026

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Context

#12101 added the initial Prowler for MSPs and MSSPs documentation. A cross-repository review against the current Partner Portal implementation found several guides describing behavior that is not currently exposed or enforced.

This follow-up aligns the documentation with current observable behavior. It does not change Partner Portal implementation.

Description

  • Correct customer creation and provisioning guidance and remove the unsupported customer-removal workflow
  • Align session, partner deletion, ownership transfer, and invitation-state documentation with current behavior
  • Limit branding guidance to the Settings upload and placement preview currently available
  • Clarify billing troubleshooting terminology

Steps to review

  1. Review the changed MSP/MSSP pages against the current Partner Portal UI and API behavior.
  2. Confirm the guides no longer promise customer removal, console-wide branding, or a seven-day Portal session.
  3. Verify that internal links and image references still resolve.

Validation performed:

  • prek trailing-whitespace and end-of-file hooks passed for all changed files
  • git diff --check passed
  • Read-only MDX validation passed for frontmatter, component tags, 34 local references, 13 assets, and duplicate anchors

The pinned Mint CLI could not start because its ephemeral dependencies omit required runtime packages (openapi-types and react). It failed before reading the documentation; no repository workaround was introduced.

Checklist

Community Checklist
  • Are there new checks included in this PR? No
  • Documentation follows the Prowler documentation style guide
  • No changelog update is required because only docs/** files changed
  • No README update is required
  • No backport is required

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
    • Clarified branding upload and placement preview behavior in Settings.
    • Updated customer management guidance, including Superadmin-only customer creation and tenant provisioning status.
    • Clarified role-based access for Settings, organization deletion, ownership transfers, and team permissions.
    • Updated billing troubleshooting terminology and enrollment status guidance.
    • Revised session behavior, password requirements, sign-in instructions, and invitation status descriptions.
    • Removed outdated customer removal instructions and clarified logo visibility limitations.

Correct customer, session, role, branding, and lifecycle guidance to match the current Partner Portal implementation.
@Alan-TheGentleman
Alan-TheGentleman requested a review from a team as a code owner July 23, 2026 16:16
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✅ All required changelog fragments are present.

@coderabbitai

coderabbitai Bot commented Jul 23, 2026

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Review Change Stack

📝 Walkthrough

Walkthrough

This PR updates MSP/MSSP documentation across product overviews and tutorials. It clarifies branding previews, role-based customer and organization actions, customer provisioning, Portal sessions, billing failure guidance, team permissions, and invitation lifecycle descriptions.

Changes

MSP and MSSP guide updates

Layer / File(s) Summary
Branding and customer guidance
docs/getting-started/products/prowler-for-msps.mdx, docs/user-guide/tutorials/prowler-for-msps-branding.mdx, docs/user-guide/tutorials/prowler-for-msps-customers.mdx
Branding previews, Superadmin-only customer creation, provisioning outcomes, customer status wording, and customer removal guidance are updated.
Organization access and ownership
docs/user-guide/tutorials/prowler-for-msps-organization.mdx
Settings visibility, deletion permissions and constraints, deletion reason limits, and assisted ownership transfer requirements are clarified.
Portal sign-in and sessions
docs/user-guide/tutorials/prowler-for-msps-sign-up.mdx
Password, sign-in, and session documentation now describes a sliding 23-hour Portal session and redirect behavior after validation failure.
Billing and team operations
docs/user-guide/tutorials/prowler-for-msps-billing.mdx, docs/user-guide/tutorials/prowler-for-msps-team.mdx
Billing failure guidance, organization-management permission wording, and invitation lifecycle descriptions are revised.

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

Possibly related PRs

Suggested reviewers: stylusfrost

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The title clearly and concisely summarizes the main doc update: aligning MSP guides with current portal behavior.
Description check ✅ Passed The PR description matches the template well, covering context, summary, review steps, checklist, validation, and license.
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/msp-documentation-accuracy

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No Conflicts

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

@mintlify

mintlify Bot commented Jul 23, 2026

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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, 4:19 PM

@coderabbitai coderabbitai Bot left a comment

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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-customers.mdx`:
- Line 13: Update the tutorial step describing the Partner Portal UI to begin
with “If you are a Superadmin…”, making the Add Customer action instruction
apply only to Superadmins while preserving the clarification that Organization
Admins do not see it.
🪄 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: 5a8aabd7-757e-44fd-8b4f-d5ca7422cd78

📥 Commits

Reviewing files that changed from the base of the PR and between b80e3a7 and b7a40e6.

📒 Files selected for processing (7)
  • 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


<Note>
Adding a customer is restricted to the Superadmin role. Organization Admins manage existing customers but do not see the **Add Customer** button.
In the Partner Portal UI, the **Add Customer** action is currently shown to Superadmins. Organization Admins manage existing customers but do not see the action.

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🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Make the Add Customer instruction role-specific.

Line 13 correctly says Organization Admins do not see Add Customer, but the preceding instruction still tells all readers to click it. Rewrite that step to begin with “If you are a Superadmin…” so Organization Admins are not directed toward an unavailable action.

🤖 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 13, Update
the tutorial step describing the Partner Portal UI to begin with “If you are a
Superadmin…”, making the Add Customer action instruction apply only to
Superadmins while preserving the clarification that Organization Admins do not
see it.

@mintlify

mintlify Bot commented Jul 23, 2026

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

Project Status Preview Updated (UTC)
prowler 🟡 Building Jul 23, 2026, 4:16 PM

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2 participants