Account Settings

Configure your Account Settings, available under the settings cog cogsworth, to precisely match your requirements.

From here you can update your personal details, create MSP Manager only roles and access groups, configure the notification behavior, design your customer facing portal as well as setup billing components.

The following table provides an indication of the configuration elements contained in each Account Settings section.

Additional information is included for the My Account, customer Portal and User Management sections

Please note when logged in as a Standard user only the Personal Settings section is available.

For a more detailed overview on MSP Manager and its configuration, please refer to the dedicated MSP Manager help system

Account Settings:

Personal Settings
My Account Change your First and Last display names. Change Password.

 

Company Settings
General Set your Time Zone, Culture (including Currency), Tax Rate %, Time Entry Rounding and Company Business Hours.
Integrations Setup your MSP Manager integration with the following Accounting packages: QuickBooks Online, QuickBooks Desktop or Xero.
Portal Design your MSP Manager Client portal: Create your *.portal.mspmanager.com address, add your Company Display Name and Logo then choose the Primary and Accent colors.
SLA Policies View and manage current SLA Policies or Add A New SLA Policy.

 

Users and permissions
Access Groups Synchronize the Monitoring Dashboard Client Groups with MSP Manager. Create new MSP Manager only Access Groups.
Roles Create and manage MSP Manager user roles.
Teams View and manage current Team Configuration or Add A New Team.
User Skills Filter users and configure their (Ticket) Issue Type areas of expertise (0-5).
Users View and edit Dashboard users: Enable MSP Manager access, change their User Information, role and customer assignment.

 

Billing & Financial
Deleted Service Items View deleted Service Items.
Program Levels View and manage current Program Levels or Add New Program Level.
Rate Templates View and manage current Rates or Add A New Rate Template.
Service Plans View and manage current Service Plans. Assign Service Plans to multiple customers or Add New Service Plan.

 

Tickets and Workflows
Queues View and manage Queues or Add New Queue.
Ticket Issue Types View and manage Ticket Issue Types or Add A New Issue Type.
Routing Rules Configure ticket behavior throughout its life-cycle. Including automatic ticket assignment and ticket handling when an outage is closed or cleared (based on ticket state).
Task Templates Use Task Templates to apply a pre-configured list of tasks to a ticket.

Ticket Preferences

View ticket details in Ticket Information.

View ticket details in Responses.

Ticket Issue Types Create Issue Types for tickets
Ticket Mailboxes Create multiple ticket mailboxes to use different support email addresses for different customers.
Ticket Statuses Create and define statuses for tickets.
Workflow Access Groups Create and define Access groups for workflows.
Workflow & Rules Create and define ticket routing and workflows.

 

Notifications
Notification Settings Configure the internal and external email notification handling for Ticket, System, SLA, Service Item, Knowledge and Appointments.
Notification Templates Configure Ticket, Knowledge and Service Item notification handling.

 

Knowledge
Knowledge Types Create customized types of knowledge.

 

Assets
Asset Classes View and manage current Asset Classes or Add A New Asset Class.
Asset Status View and manage current Asset Statuses or Add A New Asset Status.

 

Security
Owner Secret Set and define the Owner Secret password.