To view the billing settings of a customer,
- Login to the portal as an admin.
- Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
- Click the Customers tab. All the customers are displayed in a tabular format along with associated details.
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- Navigate to the row that consists of the relevant customer, and click
icon. Then, click View. A page displaying the following information appears.
- Pricing Plan
- Tax
- Description
- Pricing Item
- Pricing Adjustment
- Value
- Start Date
- End Date
NOTE: You can change the pricing plan by selecting an appropriate option from the Current Pricing Plan: drop down menu.
To view the pricing plan history,
- Login to the portal as an admin.
- Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
- Click the Customers tab. All the customers are displayed in a tabular format along with associated details.
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- Navigate to the row that consists of the relevant customer, and click
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To view the account related information,
- Login to the portal as an admin.
- Navigate to ADMINISTRATION > MSP Management. A page with three tabs appears.
- Click the Customers tab. All the customers are displayed in a tabular format along with associated details.
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- Navigate to the row that consists of the relevant customer, and click
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To add a MSP customer while creating a tenant account,
- Login to the CMP portal as an admin.
- Navigate through ADMINISTRATION > TENANT MANAGEMENT. The tenants are displayed in a tabular format.
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- Click +ADD NEW TENANT. A page from where you can create a new tenant is displayed.
- Click the + icon (MSP/CSP Customers). The Add MSP/CSP Customers window is displayed.
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To add a MSP customer to an existing tenant,
- Login to the CMP portal as an admin.
- Navigate through ADMINISTRATION > TENANT MANAGEMENT. The tenants are displayed in a tabular format.
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