Getting Started

Configure Your Tenant Settings Phase 1 — Account & Workspace Setup · OpenFrame Onboarding Guide maintenance · Owner: Conrad Lunderstedt · Last full review: 22 Sep 2026 Each section below carries its own Last verified date. When a feature ch…

Invite Your Team to OpenFrame Phase 1 — Account & Workspace Setup · OpenFrame Onboarding OpenFrame is more useful with your whole team in it. Get your technicians invited now, so by the time devices start reporting in, everyone's already go…

Configure Your Notification Preferences Phase 1 — Account & Workspace Setup · OpenFrame Onboarding Read this first. OpenFrame doesn't yet have a single "notification preferences" screen where you set per-user severity floors and choose deli…

Set Up Your Customer Organizations Phase 1 — Account & Workspace Setup · OpenFrame Onboarding OpenFrame is multi-tenant by design — every device, ticket, and log belongs to a customer (your client). Setting up your customer organizations ea…

Time to get a real machine reporting in. The OpenFrame agent is a single command — it pulls the client, installs it, and registers the Mac to the customer you choose. This walks you through doing one Mac by hand so you understand the flow b…

Install the OpenFrame Agent on Windows Phase 2 — Device Deployment · OpenFrame Onboarding Guide maintenance · Owner: Conrad Lunderstedt · Last full review: 23 Sep 2026 Each section below carries its own Last verified date. When the installe…

You ran the installer. Now make sure OpenFrame actually sees the machine — and if it doesn't, know exactly where to look. This is a two-minute check that saves you from assuming a device is managed when it isn't. The quick check 1. Left nav…

Installing one machine by hand is fine for a pilot. For a client with 200 endpoints, you need to push the agent without touching each box. Good news: the OpenFrame install is a single command, which means any tool that can run a command or …

Reviewed 24/09/2026 The Dashboard is the first thing you see after signing in (left nav → Dashboard), and it's your at-a-glance health check for the whole tenant. Get Started (onboarding checklist) At the top, the Get Started panel tracks y…

OpenFrame is multi-tenant: your fleet is organized into Customers — the organizations and clients you manage. Every device belongs to exactly one customer, and tickets, logs, and policies can all be scoped to a single customer. Here's how c…

The Devices page (left nav → Devices) is the central inventory of every endpoint across all your customers. This guide covers its columns, search, filters, views, and the per-device actions menu. Layout The page header has Devices, a view t…

Reviewed 24/09/2026 The Device Details page is the single-device control center in OpenFrame. From here you can review a managed device's full inventory (hardware, network, users, software), check its security and compliance posture, inspec…

Run Script lets you execute one or more saved scripts on a managed device, straight from the Device Details page. It's the fastest way to push a remediation, diagnostic, or maintenance task to a single device without opening a remote sessio…

Organizations & Multi-Tenancy Overview Reviewed 24/09/2026 Platform Navigation · OpenFrame Onboarding OpenFrame is built for MSPs, which means it's multi-tenant from the ground up: your work is organized by customer (client org). This guide…

Using the Knowledge Base & Help Center Reviewed 24/09/2026 Platform Navigation · OpenFrame Onboarding Two resources sit at the bottom of the left sidebar — the Knowledge Base and the Help Center — and they do different jobs. One is OpenFram…

Reading the Device Software Tab Reviewed 24/09/2026 Platform Navigation · OpenFrame Onboarding Every device's detail page has a Software tab — a live inventory of what's actually installed on that machine. It's one of the most useful pages …

Reviewed 24/09/2026 Monitoring is how you catch problems before your clients call you. In OpenFrame it lives under Monitoring in the left nav, and it has two tools that look similar but do different jobs: Policies and Queries. This guide ex…

Create a Monitoring Query Phase 4 — Monitoring & Policies · OpenFrame Onboarding Where a policy judges a device (pass/fail), a query just collects data from it on a schedule. Use queries for visibility — inventory, performance, configuratio…

Assign Devices to a Monitoring Policy Phase 4 — Monitoring & Policies · OpenFrame Onboarding A policy or query only does something once it's pointed at devices. The device selector is the same on both the Add/Edit Policy and Add/Edit Query …

Understanding Alerts — Triage & Resolution Phase 4 — Monitoring & Policies · OpenFrame Onboarding Read this first. OpenFrame doesn't yet have a single unified "alerts inbox" with formal open→acknowledged→closed states — a dedicated notifica…

Tracking Device Vulnerabilities Phase 4 — Monitoring & Policies · OpenFrame Onboarding Knowing what's installed is half the picture (the Software tab); knowing what's risky is the other half. The Vulnerabilities tab on a device cross-refere…

Scripts Overview Phase 5 — Scripts & Automation · OpenFrame Onboarding Scripts are how you do things to machines at scale — install software, pull a report, fix a recurring problem — without remoting into each one by hand. In OpenFrame they…

Run a Script on a Device Phase 5 — Scripts & Automation · OpenFrame Onboarding There are two places you can kick off a script: from the Scripts section (run one script against many devices) and from a device's own page (run against just tha…

Create Your First Script Phase 5 — Scripts & Automation · OpenFrame Onboarding The library is a great start, but sooner or later you'll want your own script — your install routine, your cleanup, your health check. The editor makes it straig…

Schedule a Script Phase 5 — Scripts & Automation · OpenFrame Onboarding Some scripts shouldn't wait for you to remember them — nightly cleanups, weekly reports, a one-time run at 2 a.m. when nobody's working. The Scripts Schedules tab lets …

Script Results & Output Logs Phase 5 — Scripts & Automation · OpenFrame Onboarding Running a script is only half the job — you need to know whether it worked. OpenFrame doesn't show output inline when you hit Run; instead, every execution i…

How Tickets Begin with Fae Phase 6 — Tickets & PSA Workflow · OpenFrame Onboarding Most tickets in OpenFrame don't start with a technician — they start with Fae, your clients' AI IT assistant. Before a ticket ever lands on your board, Fae h…

Tickets Overview Phase 6 — Tickets & PSA Workflow · OpenFrame Onboarding Tickets are where work actually gets tracked in OpenFrame — a problem comes in, it moves through your workflow, it gets resolved. What makes OpenFrame's tickets differ…

Create a Ticket Manually Phase 6 — Tickets & PSA Workflow · OpenFrame Onboarding Plenty of tickets get created automatically — from an alert, from a client conversation, from your PSA. But sometimes you just need to open one yourself: a cli…

Ticket Lifecycle — From Open to Resolved Phase 6 — Tickets & PSA Workflow · OpenFrame Onboarding A ticket isn't a static record — it moves. In OpenFrame it travels across your board from the moment it lands to the moment it's resolved, with…

Using Mingo AI in a Ticket Chat Phase 6 — Tickets & PSA Workflow · OpenFrame Onboarding Every OpenFrame ticket has AI built in — and it shows up in two places. Fae handles the client side; Mingo is your assistant on the technician side. Thi…

Approval Workflows — When Mingo Asks Permission Phase 6 — Tickets & PSA Workflow · OpenFrame Onboarding Here's the rule that makes AI-assisted tickets safe to run: the AI never changes a machine on its own. When Fae or Mingo wants to do som…

Remote Control Overview Phase 7 — Remote Access · OpenFrame Onboarding Sometimes you just need to be on the machine — see the screen, move the mouse, fix the thing. OpenFrame's Remote Control gives you a full remote desktop session right in…

Using the Remote Shell Phase 7 — Remote Access · OpenFrame Onboarding When you know exactly what you need to type, the full desktop is overkill. The Remote Shell drops you straight into a live command line on the remote machine — right in y…

Using the File Manager Phase 7 — Remote Access · OpenFrame Onboarding Need to pull a log off a machine, drop an installer onto it, or clean up a folder? The File Manager lets you browse a remote device's file system and move files both ways…

Clipboard & Input Sharing During Remote Sessions Phase 7 — Remote Access · OpenFrame Onboarding Remote desktop sessions run inside your browser, and the browser sits between your keyboard and the remote machine. That's great for convenience…

Connect Your Identity Provider (Advanced SSO) Phase 8 — Integrations · OpenFrame Onboarding Back in Phase 1 you turned on SSO at the basic level. This guide is the admin-grade version: wiring OpenFrame directly to your own Google Workspace …

API Keys & External Integrations Phase 8 — Integrations · OpenFrame Onboarding Sometimes the integration you need isn't a pre-built connector — it's your own script, a custom dashboard, or another system that needs to talk to OpenFrame dire…

Managing Team Roles & Permissions Phase 9 — Security & Access Control · OpenFrame Onboarding Who's on your team, and what can they do? This guide covers the people side of access control in OpenFrame — adding technicians, understanding the …

AI Guardrails & Approval Policies Phase 9 — Security & Access Control · OpenFrame Onboarding Mingo can do real work on real machines — and that power needs a leash you control. Guardrails are how you decide what the AI may do on its own, wh…

Audit & Activity Logs Phase 9 — Security & Access Control · OpenFrame Onboarding When something changes on a machine — an agent installs, a device joins a group, a query runs — OpenFrame writes it down. The Logs page is your single, searcha…

Device Compliance & Evidence Phase 9 — Security & Access Control · OpenFrame Onboarding When a client asks "are our machines patched and in policy?" — or an auditor does — the Compliance tab on a device is where you get the answer. It pulls…

Understanding the Notification Center Phase 10 — Ongoing Operations · OpenFrame Onboarding The bell in the top-right corner is mission control for anything that needs your attention — Mingo asking permission, alerts firing, status changes. …

Managing the OpenFrame Client — Updates & Recovery Phase 10 — Ongoing Operations · OpenFrame Onboarding The OpenFrame client on each endpoint isn't one program — it's a small bundle of agents (Fleet, MeshCentral, RMM) coordinated by an upda…

Troubleshooting a Disconnected Device Phase 10 — Ongoing Operations · OpenFrame Onboarding A device shows OFFLINE and you can't remote in. Before you assume the worst, OpenFrame gives you enough on the device's detail page to figure out why…