What is the client portal?

The client portal is used to give your client access to certain reports.

How to add new clients:

1. You have to be the Admin of the MSPbots
2. Go to Settings | Client portal
   1. https://app.mspbots.ai/ClientPortalManagement
3. Click new
4. Fill in the blanks
   1. The email address has to match the user's email address in Connectwise/Autotask Contacts.
   2. Select the reports that you want to share with the end-user
   3. Note: Currently, there is no email that will be sent to your client automatically
   4. Test the login with an incognito browser first to make sure the reports look ok
5. Send your client login information
   1. Login portal address: https://app.mspbots.ai/loginAsAccount
   2. Their email and password

Known Issues and Future Improvement:

1. If you add someone that has an account with MSPbots already, you will not be able to add it, for now, please send an email to support@mspbots.ai so we can add it manually.