Most BitTitan Partners are managed service providers (MSPs). Customers are the companies to whom these Partners provide managed services. In the world of MSPComplete,
users are those customers’ employees.
Users can be associated with services, projects, groups, endpoints, computers, gateways, and resources. You manage these relationships from a centralized location in MSPComplete -- the Customer Overview page. Here you can view all your current customer and user information at a glance. This is also where you access the user-related features built into the platform.
In addition to providing several ways to add users, MSPComplete makes it easy to edit, delete, sort, and search for users. You can also enable device management for users through email or the Device Management Agent (DMA). Deploying DMA serves several important purposes:
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On the Users page for any customer, you’ll see five columns of information for the listed users, as shown in the illustration below.
The Users page for the customer Mining 88
The DMA status and subscription status for users are described in this table:
There are three possible statuses for a user:
There are two possible subscription status modes for a user:
To view more detailed information for individual users, complete the following steps:
There are four methods for adding users in MSPComplete, all of which you initiate on the Users page on the Customer Dashboard. Two of these methods are automated, and two are manual.
Endpoints are sets of customer-specific credentials that MSPComplete uses to establish connections to servers and services, such as Exchange Server, Office 365, or other cloud services. Endpoints can be used repeatedly across all BitTitan services to perform projects.
Note that adding a user through an endpoint automatically creates a new group with the same name as the endpoint. Users and groups created through endpoints are “locked” (with a lock icon next to them) and cannot be edited in MSPComplete. Only the customers who employ those users and groups can make changes to their user and group information.
Important: You cannot use this method to add users to a customer until you have created at least one valid endpoint for that customer.
For more information: To learn about endpoints, see the [Endpoints] article.
Complete the steps below to add users by using an endpoint:
This method of adding users entails a comma-separated values (CSV) file. There are four ways you can obtain this type of file:
For any user, you can easily add new services from a filtered list that pertains specifically to users. This time-saving feature enables you to target relevant services without having to scroll through all the available services in the Services Library.
Important: Under BitTitan Services on the Add Service page, the list of services is a subset of the Services Library. MSPComplete selects this subset based on your current customer context and the page that you started this task on. This saves you time and effort.
Complete the steps below to add services for users:
You can easily correct or update a user’s personal information at any time – for instance, if a user’s primary email address changes.
Complete the steps below to edit user information:
Before you can perform services and projects for your customers' users, there must be current MSPComplete subscriptions for those users. If you have the administrator role or manager role for the selected workgroup, you can apply customer subscriptions to users on the Users page, either collectively or on a per-user basis.
For more information: To learn about subscriptions, see the Subscriptions and Licensing article.
The Device Management capabilities of MSPComplete provide automatic user and group discovery, monitoring, data gathering for reports, and seamless service delivery to users.
The sort and search capabilities are handy tools for managing your customers’ user lists.
Inevitably some of your customers’ employees (users) will leave those companies while you’re still managing them with MSPComplete. When that happens, you’ll need to archive those users.
Complete the steps below to archive users: