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.