This article has the following information:
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:
- 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.
- 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.
- Click Confirm to save the setting.
- Send the login portal address, email, and password to your client.
To modify a client’s information:
- Click Edit go to the Edit Client view.
- Modify the information that needs to be changed or updated.
- Save your modification.
To assign a role to a client:
- 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.
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.