Customer portal overview

Set up a customer portal in MSP Manager so your customers can submit support tickets, communicate with technicians, and access knowledge articles and announcements.

Use the portal to communicate with your customers

Manage the customer portal from MSP Manager to stay connected with your customers. You can:

Convert portal ticket requests to tickets.
Respond to tickets and add notes that customers can view on the portal.
Add knowledge articles and configure their visibility.
Post announcements to the portal.

What can customers do in the portal?

The customer portal makes it easy for your customers to:

Submit ticket requests from the login page or while signed in.
Check the status of their tickets.
Communicate with a technician through ticket notes and responses.
Access knowledge articles and announcements.

Before providing portal access, configure all Portal Settings to ensure an optimal customer experience.

Get started with your customer portal

Before your customers can use the portal, you need to create it, personalize it, and grant access to their contacts. For step-by-step instructions, see Set up your customer portal.

Create and personalize your customer portal

To create and personalize your portal, configure the following options:

Set the portal URL.
Upload your company logo and set a display name.
Choose a color scheme.
Link to your company homepage.

Grant access to the portal

After you create the portal, grant access for your customers' contacts. You can assign one or two user roles: