Work Accounts vs Personal Accounts

Caisey supports both managed workspaces and personal/family support. Pick the setup path based on who owns the device and who needs the audit trail.

Work account / MSP setup

A work account is best for MSPs, IT teams, and customer environments.

• Group machines by client.
• Use organization-wide, client-specific, or machine-specific installers.
• Keep technician activity in the workspace audit log.
• Rotate installer commands if one is exposed.

Recommended work flow

1. Open Install.
2. Choose platform (Windows or Mac).
3. Assign the machine to a client when appropriate.
4. Copy the installer command.
5. Run it through RMM, GPO, or a trusted admin shell on the endpoint.
6. Return to Machines and wait for ready.

Support desk / SOS flow

Use this for ad-hoc phone support when you do not already have an RMM or installer command on the endpoint.

1. Open Install.
2. Optionally choose a client scope.
3. Click Activate support desk.
4. Read the rotating 8-character code to the person on the phone and send them to /sos, or click Copy SOS link. Copying the link shows the next step: send it and have them open it in their browser.
5. They download the setup package and complete the consent prompt.
6. Click Deactivate support desk when the call ends.

The code rotates every five minutes while the desk is active.

Personal account setup

A personal account is best for helping your own devices or trusted family devices.

• Client groups are hidden.
• Device limits depend on your plan.
• Family setup uses a temporary connection code and public setup page.

Family / personal connection flow

1. Open Install in your personal workspace.
2. Click Connect family member. Caisey copies a setup link.
3. Send that link and have them open it in their browser. The screen states this next step in large type.
4. They review the page and download the installer for their platform.
5. The endpoint registers and appears under Machines.

Treat connection codes like temporary secrets. Share them only with the person who should install Caisey.

Which path should I use?

• Use work/MSP setup for customer machines, shared technician teams, compliance review, and client grouping.
• Use support desk / SOS setup when you need a phone-friendly rotating code instead of a long installer command.
• Use personal setup for family IT or devices you personally administer.
• Do not use a personal connection code for a customer endpoint that belongs in an MSP workspace.