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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 article has the following information:

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This information applies to ConnectWise and Autotask users.

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The client portal is where you can give clients access to some reports.  

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A. How to add a client to Client Portal

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Management 

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1.  Open the MSPbots app and navigate Navigate to Settings > Client Portal Management. 
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2. On the MSPbots AI page, hover over the Settings icon and select Client Portal Management. 
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3. When the Client Portal Management screen appears, click the New button to display the New Client viewwindow.
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4. On the New Client window, provide the client’s Email Address. This email Provide the client’s email address. This has to match the client’s email address in the Connectwise /or Autotask Contactscontacts. The First Name, Last Name, and Display Name fields are filled automatically populated.  
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5. Enter Next, enter the Password and retype it to confirm.  
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6. Continue by selecting Select the reports that you want to share with the end-user. Note: For now, there is no email that will be sent automatically to your clientyour clients. 
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   Tip
   For now, the app does not automatically send emails to clients. You can test the login

   using

   from an incognito browser to

   make sure

   ensure the reports are

   good

   working properly.

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

B. How to

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modify a client’s information

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

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Watch the video guide 

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

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

   Tip
   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.
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   2. Next is to modify the Header Height according to your preference. Use the Image Added or Image Added buttons to adjust the thickness of the portal header.
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   3. Then customize the Header LOGO by clicking the Upload button to upload your logo to the portal header. 
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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 switchImage Addedto enable setting the Title.  
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   2. Enter a name for the Title and set its font color by clicking the button with a wand. 
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   3. Select a color and click OK. 
   4. Next, upload your Brand LOGO.
      1. Click the switch Image Addedto enable setting the Brand LOGO. 
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      2. Click the Upload button to upload your company logo. Use an image that is square and has a transparent background.
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   5. Then customize the Layout of the Portal Title. 
      Do this by selecting the Direction and Align (Alignment) for your Portal Title. 
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      You can also adjust the placement of the Portal Title by selecting a location represented by the dots. 
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   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. 
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4. Next, configure the Portal Body by selecting a Background Color. 
   1. Click the button with a wand to show the available colors. 
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   2. Choose a color and click OK.
      
      
5. When you're done customizing, scroll up the page and click Save.
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   Click Reset if you want to change or undo your modifications. 

D. Sending login information to your client

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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: 

• Login portal address: https://app.mspbots.ai/loginAsAccount
• Your email and password

E. Known Issues and Future Improvement 

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You cannot add a client

1. Click Edit go to the Edit Client view.
2. Click the Assign Role button for the selected user.
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3. On the Update Role window that appears, select the role to be assigned from the Role Config dropdown list.
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4. Click Confirm to save.

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

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