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This article has the following information:
- What is the client portal?
- How to add new clients
- How to modify a client’s information
- How to assign a role to a client
- Known Issues and Future Improvement
This information applies to ConnectWise and Autotask users.
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The client portal is used to give your client where you can give clients access to certain some reports.
How to add new clients:
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- Navigate to Settings > Client Portal.
- On the Client Management Portal, click New to display the New Client view.
- Provide the client’s email address. This has to match the client’s email in the Connectwise/Autotask Contacts. The First Name, Last Name, and Display Name are filled automatically.
- Enter the Password and retype it to confirm.
- You have to be the Admin of the MSPbots
- Go to Settings | Client portal
- Click new
- Fill in the blanks
- The email address has to match the user's email address in Connectwise/Autotask Contacts. Select the reports that you want to share with the end-user. Note: CurrentlyFor now, there is no email that will be sent automatically to your client automaticallyTest . You can test the login with using an incognito browser first to make sure the reports look ok
- Send your client login information
- Login portal address: https://app.mspbots.ai/loginAsAccount
- Their email and password
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- are good.
- Click Confirm to save the setting.
- Send the login portal address, email, and password to your client.
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- Click Edit go to the Edit Client view.
- Modify the information that needs to be changed or updated.
- Save your modification.
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- Click Edit go to the Edit Client view.
- Click the Assign Role button for the selected user.
- On the Update Role window that appears, select the role to be assigned from the Role Config dropdown list.
- Click Confirm to save.
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You cannot add someone
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who has an account with MSPbots already
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. For this requirement, please send an email to support@mspbots.ai so we can add it manually.
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