The MSP may be handling IT services for numerous clients. Adding these clients to the application as customers helps in segregating and scoping their data. The customers can be filtered using the drop-down in the header, making the app tailored to address the selected customer's needs. 

Add a New Customer 

1. Go to the Customers module.
   
2. Click New Customer. 

• Use the pointers below to fill out the form.
  

• Name: Enter the customer name.
  

• Description: Provide a brief description of the customer.
  

• Default Site: Specify the primary location of the customer.
  

• Support Email: Select the verified email address for receiving customer-specific requests. Learn more about verifying email IDs.
  

• Support Name: Specify the support name for the customer.
  

• Login Logo: Upload the logo that must be displayed on the login page for the customer.
  

• Header Logo: Upload the customer's logo. This logo will appear in the customer requester portal header.
  

1. Address: Provide the address details in this section.
   
2. Contact: Enter the contact details of the customer such as Email ID, Fax No., Phone No., and Website URL.
   
3. Attachments: Upload files related to the customer, if any.
   
1. Click . By default, this option will open a pop-up to attach files from the computer. To attach files from the Cloud, click and select Attach files from Cloud.
   
4. Finally, click Save.
   

 When a customer is added, a service URL will be created automatically by the application.  You can later create a new service URL or add a new custom domain under the Directory tab in the customer details page.

Import Customers