Note: The Client Management feature is currently in its beta stage, with several additional components planned in the product roadmap. The client portal functionality aims to offer a high level of customization, enabling MSPs to deliver tailored services to their clients. 

The Client Management feature is not enabled by default. To use this functionality, you must contact support and request activation of the admin feature for your application. Once enabled, the Client Management options will be available under the Client Management section on the setup page.

1. Client option - All client related operations such as adding or editing a client, enabling or deactivating a client, etc., can be performed from here.
   
2. Client Portal Settings - All client portal settings related operations such as enabling the client portal, email settings, configuring custom domain, etc.,can be performed from here.
   
   

.

Refer to the Understanding Client Management for more details on the feature.

Adding a Client 

1. Click Clients in the Client Management section of the Setup page.
   
2. Click the Add Clients button in the top right corner of the page. The Add Client form is displayed.
   
   
   
   
3. Provide the required details in the New Client form.
   
   
   
   
4. Click Add, the client is created.
   

To create a second client, click Add More and continue. The Clients created will be displayed in the All Clients screen.

By default, the portal will be disabled for the newly created clients. You need to enable the client portal manually.

You can proceed with adding the managed entities such as devices, assets, locations, etc., for the respective clients. 

Adding the Managed Entity 

 The Clients are set to Active mode when they are created, and they will be displayed when creating the managed entities.  

1. Click Client Portal Settings in the Client Management section of the Setup page.
   or
   Click Client Portal Settings in the left pane under Client Management.
2. Click Enable Client Portal button. Once enabled, the portal cannot be disabled.
   

Note: On enabling the Client Portal, the MSP owner will be able to provide individual application access to its clients.

3. Click Enable Client Portal button.

4. Provide the required details in the Client Portal settings form.

Note: The portal URL once set cannot be modified. 

1. Click Clients in the Client Management section of the Setup page. The available Clients are displayed.
   
2. Click on the ellipsis next that appears on hovering next to the Client image.
   
   Note: Only clients that are active can be enabled. By default, the clients are created in Active state. Verify that the clients are active and proceed with enabling the portal for the client.
   
   
3. Choose Enable Portal. The portal will be enabled.
   
   
   
   
4. Alternatively, you can click on the Client name to view the client details.
   
5. Click Actions > Enable Portal. The portal will be enabled.
   
   
   
   On enabling the Portal, the Manage Users option will be available in the ellipsis and Actions menu.
   
   

Deactivating the Client

1. Click Clients in the Client Management section of the Setup page. The available Clients are displayed.
   
2. Click on the ellipsis next to the Client name and select Mark as Inactive.
   
   
   
   
3. Alternatively, you can click on the Client name to view the client details.
   
4. Click Actions > Mark as Inactive from the details screen.
   

Viewing Clients 

1. Click Clients in the Client Management section of the Setup page. The available Clients are displayed.
   
2. Click on a Client name to display the client details page.
   
3. Click on the Details tab to view the client details.
   
   
   
   
4. Click on the Attachments tab to view the attachments linked to the client. You can upload files, Zoho WorkDrive, cloud files, or links as attachment
   
5. Click on the Relations tab to view the managed entities associated to the client.
   
   

Editing a Client  

1. Click Clients in the Client Management section of the Setup page. The available Clients are displayed.
   
2. Click Actions > Edit Details to display the edit screen for the client.
   
3. Modify the required values.
   
   
   
   
4. Click Update to save the changes.
   

 
Editing the Client Portal  Settings

1. Click Client Portal Settings in the Client Management section of the Setup page.
   
   Three tabs, namely, Basic Settings, Customization, and Custom Domain, are available for configuration.
   
   
2. Select the Basic Settings tab. The enabling of the client portal and the client portal's display name can be configured from this tab. Other details, such as Portal URL details, are generated and cannot be edited.
   
   
   
   

The portal display name can be modified from this form.

3. Select the Customization tab. The following can be configured from the different expandable sections for Browser Tab, Login Screen, and Email Customizations.

To customize the Browser Tab.

To customize the Login Screen,

To customize the Email,

Adding a Client Portal Profile
 
To add a client portal profile,

1. Click User Profiles under USERS & CONTROL section of the Setup page.
   
2. Select the Client Portal tab, and click Add Profile in the top right corner of the screen.
   
   
   
   
3. In the Create Profile screen, select the Association Type and the Client to which you want to associate the profile. 
   
   
   
   
4. Click Next.
   
5. Provide the Profile details and click Create Profile.
   
   
   
   
   
   The profile has been created, and the User Profile Configuration screen is now displayed. Since this Viewer profile was cloned from the Admin profile, the current permissions shown are the same as those of the Admin profile.
   
   
   
   
   
   Note:  The Associated Users are 0 for a newly created profile. Next step is to create Portal users and associate them to this Client Portal profile.
   
   
6. Modify the access rights as desired, and click Save.
   
   
   
   

Adding a Client User  


To add a client user,

1. Click Users under USERS & CONTROL section of the Setup page.
   
2. Select the Client Portal tab, and Add User in the top right corner of the screen.
   
3. Provide the required details in the Add User form.
   
   
   
   
4. Select the Profile for the new user. The Client Portal profiles available for the client are displayed in the drop down list.
   
5. Click Add.
   

You will receive a mail for confirmation in the email ID provided for the user in the above form.

Accessing the Portal

1. Click on the Access Application button in the mail. Alternatively, you can copy and paste the link provided to access the application.
   
   
   
   
2. Provide the passwords, and you will be able to access the application portal.
   
   
   
   
   Note: The resultant screen on accessing the portal will be displayed as configured in the navigation menu. Refer to the Working with Navigation Menus document for more details.