ºÚÁϺ£½Ç91Èë¿Ú

ºÚÁϺ£½Ç91Èë¿Ú’s Multi-Tenant Portal (MTP) centralizes the control and management of multiple organizations from one dashboard. The MTP enables Managed Service Provider (MSP) Admins to do their work more efficiently, from a single, browser-based portal. MSP Admins can view top-level data for their managed orgns at-a-glance. They can also securely launch full management sessions from the MTP for any org they administer.

Prerequisites:

• If you're not a partner, contact [email protected].

Considerations:

• All Admin accounts for your MSP org's MTP have access to all of your MSP managed orgs. 
• At this time the MTP doesn’t support granular permissions; you can’t restrict access per MSP Admin account or per org.
• Existing orgs aren’t automatically added to your MSP org's MTP when it’s activated. You need to ask ºÚÁϺ£½Ç91Èë¿Ú Support to add existing orgs to your MSP org's MTP.
• Admin accounts for your MSP org's MTP are automatically given access to orgs created in the MTP Dashboard.

Multi-Tenant Portal

To access your MSP org’s MTP:

Log into the ºÚÁϺ£½Ç91Èë¿Ú .

Your MTP Dashboard has eight main tabs:

• Home 
  • General overview of your orgs and users.
• Organizations
  • Create, launch, view, and manage your orgs.
• Users
  • View all existing users, add new, or perform a variety of other actions for users.
• Devices
  • View all existing devices, add new, or perform a variety of other actions for devices.
• Administrators
  • View, create, suspend, and delete Admin accounts.
• Activity
  • View and download activity insights for your MTP.
• Account
  • View and manage the account overview, payment history, billing information, and usage.
• Integrations
  • Configure integrations from a list a supported options, request new integrations, and sign up for beta.

Home Tab

The Home tab to view information about the orgs and users you administer. You can view info about your MSP org’s user data including User Lockouts, Expired Passwords, Upcoming Password Expirations, New Users (Past 7 Days), Devices Inactive Greater Than 7 Days and more.

To use the Home tab, see MTP Homepage.

Organizations Tab

To use the Organizations tab:

1. Once logged into the MTP, click on Organizations. 
2. Click the green plus icon ( + ) to add a managed org to your MSP org's MTP, or search for an existing one.
3. Click on the Organization Name to see the following details for that managed org:
   • An overview of your Current Users and Users Last Month, which is used to help determine your billing.
   • Your company logo, see  to learn more. 
   • Click the 'eye' icon to view your Provider ID. Click the 'double page' icon to save it to your clipboard.
   • Change your Organization Name* if needed. 
   • Click the 'trashcan' icon to delete Admins from the org. 
   • Click Save for any changes. 
4. Info is organized into columns displaying Current Users, Devices and Applications you have in each org.
5. Click Launch to open the Admin Portal for that managed org. 
6. In the top right, click on your initials to open the MTP more actions menu.
   • From here you can either Submit An Idea or Logout. See  to learn more.
   • Click the 'eye' icon to view your Provider ID. Click the 'double page' icon to save it to your clipboard.

Users Tab

Admins can see all of the users they manage across all tenant orgs in the MTP, and quickly take action to resolve any issues. You can filter by User State, Organization, or Role to quickly see which users need help and select from options like unlocking accounts, suspending users or forcing a password change. See Manage Users in the MTP to learn more.

Devices Tab

Admins can see all of the devices they manage across all tenant orgs in the MTP, and quickly take action to resolve any issues. You can filter by Organization, Status, or Device OS to quickly see which devices need help and select from options like locking, restarting or shutting down devices. You can also start Remote Assist from here. See Manage Devices in the MTP to learn more.

Administrators Tab

To use the Administrators Tab:

1. Once logged into the MTP, click on Administrators. 
2. Add Admins to your MSP org's MTP by clicking clicking the plus icon ( + ) in the left corner or search for an existing one. If you're creating a new Admin, see  to learn more.
3. Info is organized into columns displaying Name, Email and Role you have in each org.
   • See  to learn more about roles and permissions. 

Activity Tab

To use the Activity Tab:

1. Once logged into the MTP, click on Activity.
2. You can filter by the dropdown menus at the top; Time Range, Event Type, or Initiated By, then click Apply. 
3. Click Download to save the report locally. 

Account Tab

To use the Account tab:

1. Once logged into the MTP, click on Account.
2. Review the Account Overview
   • Click the 'eye' icon to view your Provider ID, or the 'double page' icon to copy it directly to your clipboard.
   • API Keys are disabled for new Admins by default. Only Admins with Billing role are able to enable this for Admins. If this is enabled and you haven’t generated an API key yet, you will have the option to Generate API Key. API Keys are only displayed at the time they’re created. Make sure to store it in a secure place, like ºÚÁϺ£½Ç91Èë¿Ú’s Password Manager so you can access it when you need it. You can Generate New API Key at any time. 

3. ​​​​​Review your Payment History.
   • Review information related to payments, such as Invoice Number, Due Date, Status, Amount Billed, Amount Paid, and Amount Owed.
4. Under Billing Information, enter the mailing and billing information for the payment associated with the account and click Submit Payment Information.
   • Note: Rest assured that your payment is secured with SSL encryption.
5. Manage the Usage associated with the account and view metrics such as Last Month HWM (High Water-mark), Current Users, Devices, Current HW, and User Cap.

Integrations Tab

To use the Integrations tab:

1. Once logged into the MTP, click on Integrations. 
2. Configure integrations from a list a supported options, request new integrations, and sign up for beta versions. 
3. See the links below to learn more about our integrations:
   •  
   • Integrate Syncro PSA in the MTP 

MTP Menu Dropdown Menu

To use the MTP dropdown menu:

1. Click the MTP dropdown menu to see a list of all of your managed orgs. Click on any of them to launch their Admin Portal.
   • This allows you to toggle back and forth easily between your managed orgs.

MTP More Actions Menu

To use the MTP more actions menu:

1. In the top right corner, click your initials. 
2. The dropdown menu has multiple options for you to select from:
   • Administrator email
   • Change Password
   • Launch User Portal
   • Administrators
   • My API Key
   • Log Out

Interested in our Integrations? Learn more:

• Integrate ConnectWise Manage in the MTP
• Integrate Autotask PSA in the MTP
• Integrate Syncro PSA in the MTP