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Portal Admin

Navigation: Sidebar → Portal Admin (visible to Owners and Admins only)

The Portal Admin section lets MSP owners and admins manage ClientOne — the client-facing app where your customers can view their devices, submit tickets, access documents, and complete onboarding.

Portal Admin Page

Overview​

Portal Admin has four sub-pages:

PagePurpose
ConfigurationEnable ClientOne per client, invite end users, branding, SSO
Customer UsersManage end-user accounts for ClientOne
OnboardingCreate and manage customer onboarding workflows
AgreementsManage service agreements for customers to review/sign

Configuration​

Navigation: Portal Admin → Settings

Enabling ClientOne for a client​

  1. Find the client in the list
  2. Toggle the Portal Enabled switch
  3. The client's end users can now access ClientOne

The configuration page shows:

  • All your clients listed
  • Portal enabled/disabled status for each
  • Quick stats: how many clients have ClientOne enabled

Inviting Customer Users​

  1. Click the Invite button on a client's row
  2. Fill in the invite form:
    • Email — Customer's email address
    • Name — Customer's display name
    • Role — User or Manager
  3. Click Send Invite
  4. The customer receives an email with a link to create their account

Roles:

  • User — Standard ClientOne access (view devices, create tickets, view documents)
  • Manager — Extended access with ability to manage other end users for their organization

Per-Client Branding​

Customize the ClientOne appearance for each client:

  1. Click the Branding button on a client's row
  2. Configure:
    • Custom logo
    • Color scheme
    • Welcome message
  3. Save changes

This lets you white-label ClientOne differently for each client.

Per-Client SSO​

Configure Single Sign-On for specific clients:

  1. Click the SSO button on a client's row
  2. Set up SSO parameters specific to that client's identity provider
  3. Save configuration

Customer Users​

Navigation: Portal Admin → Customers

Manage all end users who can sign in to ClientOne:

  • View all customer users
  • See which client each user belongs to
  • User roles and status
  • Last login information
  • Disable or remove customer accounts

Onboarding​

Navigation: Portal Admin → Onboarding

Create structured onboarding workflows for new customers:

Creating an Onboarding Workflow​

  1. Navigate to Portal Admin → Onboarding
  2. Define onboarding steps (e.g., "Review Agreement", "Provide Credentials", "Schedule Kickoff")
  3. Assign the workflow to a client
  4. The end user sees the onboarding checklist on their ClientOne dashboard

Tracking Progress​

  • View which step each customer is on
  • See completion status
  • Follow up on stalled onboarding processes

Agreements​

Navigation: Portal Admin → Agreements

Manage service agreements that end users can review and accept in ClientOne:

Creating an Agreement​

  1. Navigate to Portal Admin → Agreements
  2. Create a new agreement with:
    • Title
    • Content (terms, conditions, SLAs)
    • Effective dates
  3. Assign to specific clients or all clients
  4. End users see the agreement in ClientOne and can acknowledge it

Tracking Acceptance​

  • See which clients have reviewed/accepted agreements
  • Track when agreements were acknowledged
  • Manage agreement versions

Client-Scoped View​

When you select a client in the header Client Selector, the Portal Admin pages filter to show only that client's ClientOne configuration, users, and onboarding status.

Tips & Best Practices​

  • Enable ClientOne selectively — Start with a few clients and expand as you refine the experience
  • Customize branding per client — It looks more professional when ClientOne matches each client's brand
  • Use onboarding workflows — They reduce the manual work of getting new clients set up
  • Set up agreements early — Have service agreements ready before enabling ClientOne
  • Monitor end-user activity — Check last login dates to see ClientOne adoption
  • Invite managers first — They can then help manage their own organization's users