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Not all of your company's reports can be shared with your clients. The Client Portal Management page is where you can publish reports that your clients can have access to. You can customize this portal to reflect your brand and grant access to clients who are allowed to view your data.

What's in this article:  

This information applies to ConnectWise and Autotask users.

A. How to add a client to Client Portal Management 

  1.  Open the MSPbots app and navigate to Settings > Client Portal Management
    launch client portal

  2. On the MSPbots AI page, hover over the Settings icon and select Client Portal Management
    launch client portal management

  3. When the Client Portal Management screen appears, click the New button to display the New Client window.
    new client button
  4. On the New Client window, provide the client’s Email Address. This email has to match the client’s email address in the Connectwise or Autotask contacts. The First Name, Last Name, and Display Name fields are automatically populated.  
    client email
  5. Next, enter the Password and retype it to confirm.  
    client password
  6. Continue by selecting the reports that you want to share with your clients. 
    client reports

    For now, the app does not automatically send emails to clients. You can test the login from an incognito browser to ensure the reports are working properly.

  7. Click Confirm to save the setting. You can now send the login portal address, email, and password to your client. 

B. How to modify a client’s information

  1. On the MSPbots page, hover over the Settings icon and select Client Portal Management
  2. When the Client Portal Management screen appears, click the Edit button corresponding to the client whose information needs to be modified. 
    edit client
  3. When the Edit Client window appears, modify the information that needs to be changed or updated. 
  4. Click Confirm to save your modification.

Watch the video guide 

C. How to customize the Client Portal according to your brand 

  1. On the Client Management Portal, click the Settings icon and select Customize Your Brand
    customize brand
  2. Configure the Portal Header by setting the Background Color, Header Height, and Header Logo.

    The header automatically applies your modifications so you can readily preview your customizations. 

    1. First, set the Background Color by selecting a color for the Portal Header. This step will modify the color of the bar on top of the page which is blue by default.
      portal header color
    2. Next is to modify the Header Height according to your preference. Use the or buttons to adjust the thickness of the portal header.
      portal header height
    3. Then customize the Header LOGO by clicking the Upload button to upload your logo to the portal header. 
      portal header logo

  3. Next, scroll down on the page and configure the Portal Title by setting the Title, Brand Logo, Layout, and Brand Image.  
    1. Start with the Title. Click the switchto enable setting the Title.  
      portal title switch
    2. Enter a name for the Title and set its font color by clicking the button with a wand. 
      portal title font color
    3. Select a color and click OK
    4. Next, upload your Brand LOGO.
      1. Click the switch to enable setting the Brand LOGO. 
        upload logo switch
      2. Click the Upload button to upload your company logo. Use an image that is square and has a transparent background.
        portal upload logo
    5. Then customize the Layout of the Portal Title. 
      Do this by selecting the Direction and Align (Alignment) for your Portal Title. 
      portal layout
      You can also adjust the placement of the Portal Title by selecting a location represented by the dots. 
      portal title placement
    6. The last modification for Portal Title is to set the Portal Brand Image.
      To customize the Portal Brand Image, click the Upload button and upload a background image with a resolution of 1200 x 310 pixels. File formats JPG, PDF, and PNG are supported. 

  4. Next, configure the Portal Body by selecting a Background Color
    1. Click the button with a wand to show the available colors. 

    2. Choose a color and click OK.

  5. When you're done customizing, scroll up the page and click Save.
    save customize portal
    Click Reset if you want to change or undo your modifications. 

D. Sending login information to your client

Use the template below to get in touch with your client.

Dear [client's first name],

Here is the information you need when logging in to your client dashboard: 

E. Known Issues and Future Improvement 

You cannot add a client who has an account with MSPbots already. For this requirement, please send an email to support@mspbots.ai so we can add it manually.