Overview

The MSP Customer Management feature of the Ternary MSP Platform enables service providers the ability to self-service add, modify, manage and child tenants as well as manage users within child tenants.In addition to being able to manage child tenant users, users of the MSP parent tenant are also managed in this area of the application.

The MSP Customer Management feature includes:

• Tenant creation
• User management
• Customer settings
• Custom Branding - Logo

Create and Manage Child Tenants

In the MSP Admin pane, select Customer Management

Then select the Create Tenant option.

Provide a Tenant Name, set the tenant status to Active or POV, and add an email domain.

To change the tenant status, in Customer Management click the three ellipses to the right of the tenant, select Manage Tenant

Select the Details option and update the tenant status to Active, POV or Inactive

Add Users to Child Tenants

After a child tenant has been created, users can be added and managed by click the three ellipses to the right of the tenant and select View Users.

Note: Specific care should be taken when adding users. Inadvertently adding users to the MSP’s parent tenant may grant them access to functionality across all child tenants.

Select Add Users and in the Add New Users, type of paste a list of user email addresses and select a Role to assign to the user(s)

To edit the user's role or revoke a user's access to the tenant, click the three ellipses to the right of the user

You can be sure that you are within the proper tenant user listing by the ‘bread crumb’ immediately above the user listing table denoting the parent and child tenant.

Manage Customer Settings

To limit access to configuration changes and optimizations in the child tenants, specifically adding Ternary clouds, data integrations and viewing optimization recommendations, click Settings in Customer Management. Slide the selector to the left for any portion of Ternary you would like to prevent child tenants from accessing and click submit. These settings are global and will apply to all child tenants.

Note: This selection only removes visibility by the child tenant. Recommendations will continue to be generated and viewable within the parent tenant and MSP admins will still have the ability to add clouds to child tenants.

Add your logo

For details on how to add your company logo to the platform, view the MSP Custom Branding article.