Remote Monitoring & Management Help

Customers (Clients)

Add Customer (Client)

In MSP Manager:

  1. Go to Customers > Add A New Customer
  2. Populate the New Customer setup wizard
  3. Customer Information

    Enter general details for the customer. Additional information may be provided post-setup via the Advanced Settings available from Edit Customer

    Program Level

    Choose the program that corresponds to the customer's contract. To ensure the correct program is selected, its associated Service Plans, Service Types and Rate Templates are displayed.

    Service Items

    View information on the program's Service Items with the option to Edit or Add New Service Item as well as Delete a Service Item where it is not required for this particular customer

    Locations

    Add as many locations as required. For each location populate the requested information and indicate whether it should Show on dash (MSP Manager) as well as choose the Default location.

    Contacts

    Add as many contacts as required.

    Each contact can only be associated with one Location (Site) and at one Location for you to add a Contact.

    For each contact populate the requested information and indicate whether they should have Customer Portal access and at which level.

    These Contacts are only used in MSP Manager and do not transfer to the Monitoring Dashboard.

  4. Finish to save

In the Monitoring Dashboard:

  1. Go to File > Add Client
  2. Enter the required information for the Client
  3. OK to save and create

Edit Customer (Client)

In MSP Manager:

  1. Go to Customers
  2. Select the target customer
  3. Choose Edit Customer from the Actions drop-down
  4. Update the information as required
  5. Save Customer to apply

In the Monitoring Dashboard:

  1. Right-click the Client in the left menu, or from the Edit menu
  2. Go to Edit Client
  3. Update the information as required
  4. OK to apply

When performing any Client addition or edit actions in the Monitoring Dashboard we would suggest amending the customer in MSP Manager to include any additional or changed information, configure program levels etc.

Delete Customer (Client)

In MSP Manager:

  1. Go to Customers
  2. Select the target customer
  3. Choose Delete Customer from the Actions drop-down
  4. Select Yes, I want to delete! or Cancel to go back

In the Monitoring Dashboard:

  1. Right-click the Client in the left menu, or from the Edit menu
  2. Go to Delete Client
  3. Enter the username of the account you have logged into the Monitoring Dashboard under to confirm removal
  4. OK to apply

Deleting a Client (Customer) is a permanent action that cannot be undone. Deleting a Client will remove any Sites (Locations) or Devices (Assets) associated with this Client.

Synchronize the Monitoring Dashboard with MSP Manager

  1. Go to Customers > Actions > Synchronize MSP RMM