Sign in
Follow

MSP Portal - Overview: Adding Customer Contacts

There are 2 ways for a partner to add customer contacts.  One is via the MSP Portal and the other is in the Customer Portal

How to add contacts via the MSP portal:

In the MSP Portal choose “Customers” off the drop down menu

Choose the customer and on the actions menu choose “view”

On the customer page choose the “Add” button

 

Fill out the customer information and they will get an email to activate their account.

 

How to add contacts via the Customer Portal:

 

Comments

Powered by Zendesk