Customer Details

Viewing Billing Settings

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To view the billing settings of a customer,

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.

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

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

Viewing Pricing Plan History

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To view the pricing plan history,

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.

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

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

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.

Viewing Account Information

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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.

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

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

• Account Name

• Spending

• Status

Adding MSP Customers

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To add a MSP customer while creating a tenant account,

1. Login to the CMP portal as an admin.

2. Navigate through ADMINISTRATION > TENANT MANAGEMENT. The tenants are displayed in a tabular format.

3. Click +ADD NEW TENANT. A page from where you can create a new tenant is displayed.

4. Click the + icon (MSP/CSP Customers). The Add MSP/CSP Customers window is displayed.

5. Select a partner company from the Please select Partner Company drop down list.

6. Select the customers you want to add, using the checkboxes.

7. Click ADD CUSTOMERS.

8. Click SAVE. The tenant account is created successfully.

To add a MSP customer to an existing tenant,

1. Login to the CMP portal as an admin.

2. Navigate through ADMINISTRATION > TENANT MANAGEMENT. The tenants are displayed in a tabular format.

3. Navigate to the row pertaining to the required tenant, and click. The OVERVIEW of the selected tenant is displayed.

4. Click the + icon (MSP/CSP Customers). The Add MSP/CSP Customers window is displayed.

5. Select a partner company from the Please select Partner Company drop down list.

6. Select the customers you want to add, using the checkboxes.

7. Click ADD CUSTOMERS.

8. Click SAVE CHANGES. The changes are saved successfully.