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Introduction to managing your customers

Last Update: 7/21/2017 11:35 AM
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​​​​Centralized customer service management is at the core of MSPComplete. As a managed services provider (MSP), you can manage the entirety of your customers’ IT and cloud infrastructure, projects, and resources within a single platform. All your customers’ projects, users, groups, endpoints, computers, gateways, resources, and webhooks are grouped together by customer and can be easily shared across the whole spectrum of BitTitan products and services.

You administer your customers from the Al​l Custom​ers page and from the customer-context pages that are available when a specific customer is selected in the left navigation pane.

The basic building blocks of accounts in MSPComplete are customers’ projects, users, groups, endpoints, computers, gateways, resources, and webhooks. Customer feeds provide up-to-date​ activity status and other actionable information about specific customers. The table below describes these customer components.

Customer component

Description

Projects

Projects are the service activities that you perform on behalf of your customers, such as mailbox and document migrations and pre-migration assessments.

Users

Users are the employees of your customers, who can be associated with projects, groups, endpoints, and computers.

Groups

Groups are units of two or more users that you can create to make your user lists and your service and task assignments more manageable. There are two types of groups:

  • Active Directory Groups that are imported along with users via endpoints
  • Groups that you create manually within MSPComplete

Endpoints

Endpoints are sets of credentials that allow MSPComplete to establish connections to servers or services, such as an Exchange server, Office 365, and other cloud services.

Computers

Computers are the computers that are added to MSPComplete by enabling Device Management for one or more users.

Feed

Feeds are dynamically generated notifications about the status of a customer’s services, projects, computers, and other details. They appear on the Feed page in the customer context. There are four types of customer feeds:

  • Alerts
  • Events
  • Suggestions
  • Reminders

Gateways

The Device Management Agent Gateway collects information about the computer on which it is installed, and performs a discovery scan of the customer’s Active Directory for resources like servers, computers, users, and groups.

Resources

On the Resources page, you can view the servers and other devices that the Device Management Agent ​​​​​Gateway discovered from the customer’s Active Directory.​

​The linked topic headings below are grouped by the main customer management areas within MSPComplete. They take you to the relevant Knowledge Base articles that provide detailed information and guidance on those topics.  

 

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