N O T I C E
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4. Hover into the Map to section. Select N-able Benchmark Template.
5. To categorize, drag and drop the Accounts from the left to the correct mapping on the right.
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5. Follow the steps on how-to configure the configure the N-Able Client and Benchmark Configuration Form.
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Form Name | Description | Section/Categories | Fields | Steps | ||
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N-able Client Info and Demographics Form: |
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| 1. Update the ff:
2. Click Submit. | |||
N-able Benchmark Configuration Form |
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| 1. Select the filter types for the ff:
2. For each field select either "Include List" or "Exclude List".
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| 3. Select the filter types for the ff:
4. For each field select either "Include List" or "Exclude List". (see note at step 2) | |||||
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| 5. Select the filter types for the ff:
6. For each field select either "Include List" or "Exclude List". (see note at step 2) | |||||
| 7. Select the customer/s you want to exclude in the Top 3 Clients results. 8. Click Submit. | |||||
N-able Configuration Supplementary Form |
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1. Select the ff. filter for:
2. Click Submit |
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Prerequisite: Installed N-able Benchmarking Package
1. Open the the N-able Benchmarking app
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4. Then click the drop-down member field to select the specific user. The member list drop-down is based on your AAD user lists.
Note |
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Note: For instance, if the member's name is not found in the drop-down list. Your Admin needs to add him/her on your AAD. MSPbots will then sync your AD change in 10 minutes. On the top of the N-able Headcount form, Click the "click here" to go to the User Management page. |
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- Accounting Mapping setup
- N-able Configuration setup
- N-able Headcount input
1. Open the the N-able Benchmarking app
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- Select the Year
- Select the Quarter
- Qs Category column and their definition. Scroll down to see all the Qs categories for input.
- Automatic column - it shows the previous quarter Qs results data automatically.
- Manual column - if you don't t want to use the automatic data, you can manually input here a new value. The app will then use the manual data over the automatic result.
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5. After updating all the Q values, Click click button to save the record.
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