MSP Manager imports Client information from the Monitoring Dashboard and provides overview details for each customer, including the number of Managed Devices.

Apply the Program Level that matches the customer’s current service plan and select the Default Service Item.

Where the customer requires a program that is not on this list, use the Previous button to return to the Program Level page to create the required program. Once added, return to this setup screen to assign the customer.

  1. Select the customer
  2. Choose their Program Level
  3. Set their Default Service Item