This information applies to ConnectWise and Autotask users.

What is the client portal?

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

To add a client to Portal Management:

1. Navigate to Settings > Client Portal.
   
2. On the Client Management Portal, click New to display the New Client view.
   
3. 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.  
4. Enter the Password and retype it to confirm.  
5. 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 client. You can test the login using an incognito browser to make sure the reports are good. 
6. Click Confirm to save the setting. 
7. Send the login portal address, email, and password to your client.

To modify a client’s information:

1. Click the Edit button to open the Edit Client view.
   
2. Modify the information that needs to be changed or updated.
3. Save your modification.

To assign a role to a client:

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

Send Login information to your client

1. Dear XXXX
   1. Here is the information about how to login to your client dashboard
      1. Login portal address: https://app.mspbots.ai/loginAsAccount
      2. Their email and password

Known Issues and Future Improvement:

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.