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4. Navigate to the row that consists of the relevant customer, and click the three dots icon. Then, click View. A page displaying the following information appears.

  • Pricing Plan

  • Tax

  • Description

  • Pricing Item

  • Pricing Adjustment

  • Value

  • Start Date

  • End Date

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Info

NOTE: You can change the pricing plan by selecting an appropriate option from the Current Pricing Plan: drop down menu.

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  1. Login to the portal as an admin.

  2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.

  3. Click the Customers tab. All the customers are displayed in a tabular format along with associated details.

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4. Navigate to the row that consists of the relevant customer, and click

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the three dots icon. Then, click View. A page displaying the billing information appears.

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5. In the left navigation pane, click Pricing Plan History. A section displaying the below mentioned information appears.

  • Pricing Plan - Name of the applied ricing plan

  • Applied On - Date on which the plan was applied

  • Published On - Date on which the plan was published

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6. Navigate through the row pertaining to the concerned customer, and click View Details. The billing information is displayed in addition to the date of application of the plan.


To view the account related information,

  1. Login to the portal as an admin.

  2. Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.

  3. Click the Customers tab. All the customers are displayed in a tabular format along with associated details.

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4. Navigate to the row that consists of the relevant customer, and click

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the three dots icon. Then, click View. A page displaying the billing information appears.

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5. In the left navigation pane, click Accounts. A section displaying the following information appears.

  • Account Name

  • Spending

    • Status

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Adding MSP Customers

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