MSP Client User Provisioning Form

Simplify MSP User Provisioning with Paperform

Managing user accounts across multiple client tenants is one of the most time-consuming tasks for managed service providers. This MSP Client User Provisioning Form helps IT service providers automate the entire user onboarding workflow—from initial request to credential delivery—in one streamlined process.

Built for MSPs managing multiple client environments

Whether you're provisioning Microsoft 365 accounts, Google Workspace users, or custom application access, this template captures all the critical information needed to set up new users correctly the first time. Select the client tenant, assign the appropriate service tier, configure application access, and trigger your provisioning workflow—all from a single, professional form.

Key features include:

• Client/tenant selection with conditional fields for multi-tenant environments
• Service tier and license assignment based on role and department
• Application and resource access requests with approval routing
• Equipment and hardware provisioning integration
• Billing code capture for accurate client invoicing
• Automated credential delivery and welcome email triggers

Connect to your existing MSP stack

Use Stepper to build powerful automation workflows that connect this form to your PSA (Professional Services Automation) platform, ticketing system, Active Directory, cloud identity providers, and billing systems. Automatically create user accounts, assign licenses, provision email, send welcome packets, and log billable time—all triggered by a single form submission.

This template integrates seamlessly with tools like ConnectWise, Autotask, HaloPSA, Microsoft 365 Admin Center, Google Workspace, and hundreds of other platforms MSPs rely on daily.

Designed for IT professionals and MSP teams

Perfect for IT service providers, managed service providers, system administrators, and IT operations teams who need to standardize and accelerate user provisioning across multiple client organizations. Reduce manual data entry, eliminate provisioning errors, and deliver a consistent onboarding experience that reflects well on your managed services brand.

With Paperform's conditional logic and calculation fields, you can even display service costs in real-time, route high-priority requests differently, and ensure compliance with client-specific security policies.

Trusted by IT professionals worldwide, this SOC 2 Type II compliant template helps MSPs deliver faster, more reliable user provisioning while maintaining the security and documentation standards your clients expect.