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Managed clients

Updated

Not available at launch: The Settings → Clients page isn't available at launch. If you open /settings/clients, the Hub takes you to Products. To record a client company now, use CRM → Companies. See Adding companies.

Overview

Managed clients are the companies your MSP supports. Each client gets their own isolated workspace in the Hub and can be given access to a white-labeled client portal. This article covers how to add a client company at launch.

Adding a Client

  1. Go to CRM → Companies (/crm/crm/companies).
  2. Click New Company (or open /crm/crm/companies?new=1 to jump straight to the dialog).
  3. Fill in the company details. Leave Type set to Client (the default).
  4. Save to create the client company.

For more detail, see Adding companies.

Frequently Asked Questions

Can a client manage their own users in the portal?

Yes, if you give them a portal user with the client_admin role. Client admins can invite and deactivate other portal users for their own organization. The level of self-service is controlled by the roles you assign.

What is the difference between a managed client and a regular Hub user?

A managed client is a separate company record that your MSP manages. Managed clients have their own isolated portal at a separate URL. Regular Hub users are members of your MSP's own organization.

How many clients can I add?

There is no hard limit on the number of managed clients. Pricing for client-assigned products follows your reseller agreement.

Can I set up a custom domain for a client's portal?

Yes. Per-client portal branding and custom domains are configured under Settings → Client Portal → Branding & Identity (/settings/client-portal?section=branding). Org-wide branding is under Settings → Organization → Branding (/settings/organization#branding). The old /settings/branding link redirects to Settings → Organization. Once a domain is verified, client invite emails and login pages automatically use that domain for the relevant client.

A client's product shows "Provisioning — Pending." What does that mean?

The product is in the process of being set up in the backend. Most products provision within a minute. If it stays pending for more than a few minutes, check the client's product detail page for an error message or contact support.

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