What is the client portal?
The client portal is used to give your client access to certain reports.
How to add new clients:
- You have to be the Admin of the MSPbots
- Go to Settings | Client portal
- https://app.mspbots.ai/ClientPortalManagement
- 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: Currently, there is no email that will be sent to your client automatically
- Test the login with 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
Known Issues and Future Improvement:
- 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.