CompassDocsClient documentation MSPs can stand behind
Managed service providers live and die by documentation. Give your techs per-client spaces for runbooks, network docs, and SOPs, keep it all versioned and approved, and let anyone ask a question and get a cited answer — hosted on infrastructure you control, not a shared SaaS.
Per-client spaces with strict permissions; runbooks and SOPs versioned and searchable.
Why MSPs pick a self-hosted knowledge base
- Private spaces per client with per-space edit rights and group access
- Runbooks, network docs, and SOPs with diagrams and checklists in one place
- Approval workflow and version history so client procedures are vetted and traceable
- Self-hosted — client documentation stays on infrastructure you control
- Cited AI search so a tech finds the right procedure across clients in seconds
Client isolation
Each client gets a private space limited to the right people or groups — search and AI answers never cross the boundary.
On your infrastructure
Self-host it so sensitive client and network documentation stays in your environment, which clients and their auditors increasingly require.
Fast under pressure
Decision-tree runbooks and semantic search get techs to the right steps during an incident, across every client you manage.
Frequently asked
Can I keep each client's docs separate?
Yes. Give every client a private space restricted to specific users or groups. Documents, search results, and AI answers all respect those boundaries, so client data never bleeds across.
Is it self-hosted so client data stays with us?
Yes — install with one Docker command on your own infrastructure. Client and network documentation never leaves your environment, which helps satisfy client security requirements.
Does it handle runbooks and network diagrams?
Yes. Mermaid and PlantUML diagrams render inline, and runbooks support checklists, code blocks, and decision-tree guides — ideal for repeatable IT procedures.
How does pricing scale as we add techs?
The open-source core supports unlimited users for free. Enterprise (SSO, Microsoft 365 sync, compliance, training) is a flat $599/year, so adding technicians never raises a per-seat bill.
Related: IT runbooks · Policy management · Spaces & permissions · Self-hosting
Free & open source to self-host
One Docker command installs CompassDocs with unlimited users and documents. Enterprise adds SSO, Microsoft 365 sync, compliance, and training for a flat $599/year.
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