Clients and Client Portal
Client records, contacts, and what a client sees in their own portal.
- How to change a client user's portal role
Change what a client's person can do in their portal with one pick from the client record, add new people with an invite, ask Elise to do it for you, and find every change in the audit log.
- What the client portal home and settings show
Know exactly what your client sees in their own portal: a dashboard of devices, open invoices, response times and recent tickets, plus Settings and per-event notification choices they manage themselves.
- What a client record shows
Open one client and see their open tickets, devices, users, SLA response, an Elise health briefing and monthly rundown, billing, documentation, alerts and time, with a tab to act on each.
- How to document a client from one tab
Keep everything about a client in one place: knowledge articles, a masked password vault, runbooks, domains and renewals, network details and IT Glue imports. Elise drafts articles and procedures from tickets, finds domains, and adds expirations, networks and assets.
- How to finish setting up a client: co-managed access, contract terms, cancelling a plan and a few extras
Choose how a client's subscription is charged, give the client's own IT staff co-managed access, and cancel or reactivate a plan knowing exactly what billing will do. Three small extras are covered too: where the Microsoft tenant ID comes from, vault one-time codes and onboarding script references. Elise can assign the plan and brief you on the client.
- What projects, training, licenses, meetings and devices show in the client portal
Follow each project and how far along it is, see which security trainings are due and when reminders stop, spot a license about to renew, agree a meeting agenda and add your own topics, and check which devices your IT provider monitors.
- Install the agent and manage one client's devices from its Devices tab
Put the agent on a client's machines with an install key or a silent MSI push, choose the policy each kind of machine gets, and watch their roster and health from one tab, using the same components as the fleet-wide RMM pages.
- Give one client its own script values on its RMM tab
Give each client its own values for the variables your scripts and automations read, such as a per-client onboarding key kept encrypted, so one script serves every client, and exclude a single client from network mapping.
- Who can do what in your portal, your private vault and your security page
See who has access to your company's portal and exactly what each role can do, keep your team's own passwords and documents in a private vault your IT provider does not see, and, if you are the owner, Primary Contact or IT Admin, read your security picture and the threats handled for you.