How can my MSP end customer access the rebranded customer portal?
Setting up rebranded customer portal
The customer portal can be set up during the customer account creation process. Learn more about creating a custom login URL
Inviting/Providing access to your end customers:
To provide access for your end-customers to the rebranded MSP Customer Portal, you must invite the end-customer as a sub-user to the respective Customer Account. Follow this link to learn how to invite an end-customer during the initial customer account creation.
Further to the account creation, if you still wish to invite end-customers, follow these steps below:
- Login to your MSP control panel
- In your MSP account, click the Home tab > Customer Card. This'll redirect you to the respective Customer Account dashboard.
- Access Admin > User & Alert Management > Users & Alerts > Add User; Submit the Add User form. The user will automatically receive an email invitation to get on board as a sub-user in the Customer account.
- Once the invitation has been accepted, the sub-user will be able to access the rebranded Customer Portal remotely.
Rebranded end-customers can log in to their monitoring console using the custom login URL provided in the invitation email (for example: https://www.custom_domain.com/app/login/customer_login_portal).
However, it's mandatory to have a CNAME record entered into your DNS zone file to forward the rebranded
portal URL to the Site24x7 URL: customer-sp.site24x7.com ("customer-sp.site24x7.eu"
for customers hosting the status page from EU data center)
. Learn more about CNAME mapping
Roles and Privileges for your end customer:
A customer will be logged into their respective MSP customer account with an MSP Customer role (which is the same as an Operator role inside the Site24x7 account
). Additionally, the Admin tab will be hidden from the end customer's view.
MSP customer portal access via a custom rebranded URL and CNAME mapping
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Associating End-Customers with your MSP Customer Account
You can associate all your end-customers with your MSP Customer account by assigning unique roles and privileges to them. There are seven different User Roles that you can assign to an end-customer: White labeled Client Portal (Read Only): Enable ...
Different user roles and related access permissions
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Tell me more about MSP pricing and licensing
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User dissociation in MSP
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