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View, add, and edit customer's users

Last Update: 7/21/2017 11:35 AM
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​​​​​​​​​​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:

  • User and group discovery and management
  • Constant monitoring of computers and other resources
  • Data gathering for customer-specific reports
  • Efficient, customer-wide service delivery

Important:

  • Each user is uniquely defined by a primary email address, first name, and last name. Once you have defined or discovered a user in MSPComplete, you can run services for that person across all user-based products and services as often as you want. This will save you considerable time and effort.
  • By design, users' interaction with MSPComplete is minimal and passive. Occasional email notifications sent to users, such as when DMA is about to be installed on their computers, will likely be the only times when users are aware of MSPComplete at all. 

Contents of this article:

 

View user information

On the Users page for any customer, you’ll see five columns of information for the listed users, as shown in the illustration below.

users01.png 

The Users page for the customer Mining 88          

The DMA status and subscription status for users are described in this table:

Column

Information displayed

Agent Status

There are three possible statuses for a user:

  • Failed ( X )  This indicates that the DMA deployment has failed on all computers for which it was attempted.
  • Unknown ( ? ) This indicates that either the user has been logged off for at least four hours, or their computer is turned off.
  • Success (a) This indicates that the user’s computer is connected.

Subscription

There are two possible subscription status modes for a user:

  • None — This indicates that there is not currently a valid subscription for the user.
  • Date/time — This shows the date and time at which the user’s subscription will expire.

 

To view more detailed information for individual users, complete the following steps:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer that employs the users whose information you want to view.
  3. Click the Users tab at the top of the page.
  4. Click anywhere in a user row other than in the check box on the left.
    These user details appear on the right:
    • The user’s first and last names and primary email address
    • Any other MSPComplete accounts (identities) associated with the user
    • Any computers or other hardware devices associated with the user
    • Any groups that include the user as a member
    • Any feeds associated with the user
  1. Click the ellipsis () to the right of Associated Feeds.
    • To see all current feeds for the customer that employs the user, click See more.
    • To refresh the feeds associated with only the selected user, click Refresh.

       

Add users

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.

  • Automatically add users by creating endpoints. This is the recommended method.
  • Automatically add users by using DMA.
  • Manually add users individually by using the Quick Add feature.
  • Manually add multiple users at the same time by using the Bulk Add feature.

 

Add users by using an endpoint

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:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer to which you want to add users.
  3. Click the Users tab at the top of the page.
  4. Click Add Users.
  5. Click Recommended: Add Users through an Endpoint.
  6. In the Endpoint drop-down box, click the endpoint you want to use.
  7. Click Save.

    Tip: Your import of users, groups, and computers now run​s as a background task. To check the status of the import operation, click Background Tasks on the Manage drop-down menu in the upper-right on the Users page​.

    Important: MSPComplete currently supports three types of endpoints for autodiscovery and for automatically importing users and groups ​​ Exchange Server 2003 and later versions, Office 365, and G Suite.

 

Add users by deploying DMA

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer to which you want to add users.
  3. Click the Users tab at the top of the page.
  4. Click Add Users.
  5. Click Add Users through Device Management.
  6. In the Add Users via Device Management Agent form, follow the instructions for creating a Group Policy Object (GPO) and installing DMA.

    For more information:
    To learn about deploying DMA, read the How do I deploy the Device Management Agent with a Group Policy Object? article or watch the video Install the Device Management Agent with a Group Policy Object.

 

Add users manually by using Quick Add

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer to which you want to add users.
  3. Click the Users tab at the top of the page.
  4. Click Add Users.
  5. Click Add Users with Quick Add.
  6. In the Add User with Quick Add form, enter the user details in the appropriate boxes.
  7. Click either Save or Save and Add Another.

 

Add users manually by using Bulk Add

This method of adding users entails a comma-separated values (CSV) file. There are four ways you can obtain this type of file:

  • Uploading an existing CSV file from your computer
  • Creating a new CSV file in the table provided in this form (this method will work only for lists of eight or fewer users)
  • Exporting a list of users from Active Directory or some other source (such as an email server) to a CSV file, saving it to your computer, and then uploading it to MSPComplete
Downloading a sample CSV file, populating it with your user list, and then uploading it to MSPComplete

Example of a typical CSV file:

users02.png

​​Complete the steps below to add users by using Bulk Add:
  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer to which you want to add users.
  3. Click the Users tab at the top of the page.
  4. Click Add Users.
  5. Click Add Users with Bulk Add.
  6. In the Add Users via Bulk Add form, use one of the four methods outlined above to generate a CSV file and upload it to MSPComplete.
  7. Click Save.

 

Add services for users

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:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer for which you want to add services.
  3. Click the Users tab at the top of the page.
  4. Click New Service.
  5. For each service that you want to add, do the following:
    1. Click the service name in the list.
    2. In the form that opens, assign and schedule the service.
    3. Click Add Service.

       

Edit user information

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:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer that employs the user you want to edit.
  3. Click the Users tab at the top of the page.
  4. In the user list, point to the user you want to edit.
  5. Click the ellipsis () to the right of the user information, and then click Edit User.
  6. In the Edit User form, make any necessary changes in the name and email address boxes.
  7. Click Save.

 

Apply subscriptions to users

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.

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer that employs the user for whom you want to apply a subscription.
  3. Click the Users tab at the top of the page.
  4. Point to the user for whom you want to apply a subscription.
  5. Click the ellipsis () on the right.
  6. Click Apply Subscription.
  7. In the form that appears, you can do the following:
    • Learn more about subscriptions
    • View the current subscription status for this user
    • Start the process of purchasing a subscription
    • Assign a purchased subscription to this user
  1. If there is a current, valid subscription for the customer and at least one unassigned subscription, click Confirm. Otherwise, click Close.

Tips:

  • Allow time for the subscription to propagate through the system before trying to perform services against the newly subscribed user.
  • To apply a subscription to all the users in the list, select the check box to the left of Primary Email Address, click the ellipsis in the upper right, and then click Apply Subscription.
  • Important: Once a subscription is applied to a user, it cannot be removed or reassigned.

    Important: If the customer doesn’t have any purchased subscriptions that are currently unassigned, the form that appears when you click Apply Subscription provides all the necessary information and walks you through the steps of purchasing a subscription.

     

Enable Device Management for users through email

The Device Management capabilities of MSPComplete provide automatic user and group discovery, monitoring, data gathering for reports, and seamless service delivery to users.

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer for whose users you want to enable device management through email.
  3. Click the Users tab at the top of the page.
  4. Select the check box to the left of each user for whom you want to enable device management.
  5. Click the ellipsis () above the user list.
  6. Click Enable Device Management through Email.
  7. Provide the requested information in the boxes under Email details.
  8. Click Send Agent Email.

    Important: If you’ve added users by any method other than deploying DMA, you can still enable DMA at any time. Enabling DMA installs an “agent” on each user’s computer, which continuously monitors and gathers data. This information is automatically sent to you in MSPComplete via your customer feed, providing you with specific suggestions and alerts. Because DMA also includes modules for DeploymentPro and HealthCheck for Azure, we suggest that you deploy DMA to all users.

 

Sort and search for users

The sort and search capabilities are handy tools for managing your customers’ user lists.

Sort users

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer whose users you want to sort.
  3. Click the Users tab at the top of the page.
  4. Click Sort above the user list.
  5. Click either Primary Email, First Name, or Last Name.

    Tip: To the left of each option in the Sort menu are two arrows. Click the top arrow to set an ascending sort order (A, B, C, …) or the bottom arrow to choose a descending order (Z, Y, X, …).

Search for a user

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer that employs the user you want to search for.
  3. Click the Users tab at the top of the page.
  4. In the Search box, enter the full or partial name of the user you’re looking for. This triggers the search.

 

Archive users

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:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer that you want to archive users from.
  3. Click the Users tab at the top of the page.
  4. In the user list, point to the user you want to [remove][archive].
  5. Click the ellipsis () to the right of the user information.
    -or-
    Click the ellipsis above the user list.
  6. Click Archive User.

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