Delegate to a Customer's Canopy
How MSP admins use Delegate Login (and Sign In As) to work inside a customer's tenant in Synthreo Canopy without their credentials.
Application: Synthreo Canopy (canopy.synthreo.ai)
Role: MSP Administrator
Why this matters for MSPs
Section titled “Why this matters for MSPs”Many administrative tasks for a customer account - managing their users, creating customer-specific AI models, or controlling who can use which models - must be performed inside that customer’s tenant, not your own MSP session. Synthreo lets you step into a customer’s tenant without ever needing their credentials:
- Delegate Login opens that customer’s Canopy (and Builder) with delegated access. This is the session you use for the MSP admin tasks in this guide.
- Sign In As opens that customer’s ThreoAI as one of their users, for support and verification.
You only need these flows for customer accounts. Tasks for your own MSP organization are done directly in your own Canopy session.
Throughout this guide, “open a delegated session for the customer” means using Delegate Login to open that customer’s Canopy.
How to do it
Section titled “How to do it”The step-by-step flow, with current screenshots, lives in the canonical Canopy guide:
➡️ Sign In As and Delegate Login in Canopy
That guide covers both flows, which app each one reaches, and the one-click delegate switch on the Canopy Dashboard.
Notes for MSP admins
Section titled “Notes for MSP admins”- Where the session opens depends on the app. Delegating into Canopy switches the current window - no new tab appears - and a banner is added at the top; use its Return to
<your organization>control to come back. ThreoBuilder and Pylon open a new window instead, and Canopy confirms with “Delegated login opened in a new window”; leave those by closing the window. If you expected a new tab after delegating into Canopy and none appeared, you are already in the delegated tenant - check for the banner before delegating again. - Every change you make in a delegated session applies only to that customer’s tenant.
- Sessions that open in their own window can be kept open alongside your MSP session; a Canopy delegation, because it switches in place, is one at a time.
- Customer administrators can also sign in to Canopy directly with their own credentials at canopy.synthreo.ai.