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How Can MSPs Onboard their Customers
Note: To onboard customers, you must switch to the Control account in the left navigation panel.
Step 1: Once you switch to Control account, click the Organizations option.
Step 2: Click the Create organization button.
Step 3: Add the organization name (customer name) and make sure it is unique for every customer you onboard.
Step 4: Assign the partner admin for the customer. If partner users are not yet created, you can skip this step.
Step 5: Assign the partner finance admin for the customer. If partner users are not yet created, you can skip this step.
You can assign partner admin and partner finance admin later by modifying onboarded organization or partner users.
Step 6: Review the onboarded customer and click the Save changes button to finish the process.
Step 7: Click Close to exit the frame.
All owners are assigned to all onboarded customers by default.
You can modify onboarded customers later as and when required.