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Introduction to managing your account

Last Update: 7/21/2017 11:35 AM
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​​​​​​After you have learned the basics descri​bed in the Getting started with MSPComplete​ article, you can invite your IT personnel to join MSPComplete, create teams, set up billing, and purchase subscriptions. The articles listed below cover the features for handling subscriptions, managing MSPComplete member accounts, and monitoring system information.

Article

Audience

Contents

Workgroups

Administrators

Workgroups set up security boundaries or accommodate multiple billing methods. You may not need to create new workgroups, but you should decide if you want to use them before you start working with MSPComplete.

Subscription Billing

Administrators

This article explains how to set up a credit card billing method to purchase subscriptions for each workgroup. You do not need to set up a billing method if you purchase subscriptions through a distributor.

Subscriptions​

Administrators and Managers

You’ll need subscriptions as you bring on customers. This article explains how to purchase subscriptions using credit cards or distributor coupons. It also shows you how to assign subscriptions to users, and how to keep subscriptions from renewing.

Licenses

Administrators and Managers

Licenses cover the premium services that are not included in user subscriptions. This article explains how to purchase, review, and manage licenses.

People

Administrators and Managers

People refers to the IT personnel who use the MSPComplete interface. Read this article to learn how to invite people to join, assign roles to them, and edit their account information.

Teams

All

To distribute service tasks among members, you set up teams and assign each task to a team. This article describes how to create teams, and explains how service tasks are delegated depending on the type of team you set up.

Dashboard

All

The dashboard provides a snapshot of service delivery and system status. This article explains how to use the dashboard to monitor vital MSPComplete information.

Feeds

All

Feeds give up-to-the-minute notifications, reminders, and status updates for services. This article explains how to view personal and customer feeds as well as how to filter the feed information.

Reports​

All

By generating reports, you can learn how long it takes to deliver services, how much they cost, where the processes encounter bottlenecks, and much more. Refer to this article for information about the types of reports you can generate.

 

 

 

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