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The Client Portal

Turn Strategy Overview into a branded, client-facing portal where your clients can access their IT strategy, technology data, tickets, and more, all under your MSP's brand

3 articles
Using Strategy Overview as a Client PortalAn introduction to the client portal, which gives clients a branded self-service view of their IT environment and strategy.
Setting Up the Client PortalHow to enable and configure the client portal, including custom URL, module visibility, and client login access.
Making the Portal Part of Your ProcessBest practices for making the portal a regular part of your workflow, from discovery to TSM follow-up and onboarding.
Strategy Overview Knowledgebase