Sites - Customers

Add and manage the organization sites of the customer from the customer details page.

1. In the customer details page, go to the Sites tab.
   
2. Click New Site.
   

1. Configure the New Site form with these pointers.
   
2. Finally, click Save.
   

To edit or delete a site, click against it on the site list view and select the appropriate option.

 You cannot delete the default/base site.  

• Related Articles

• Customers - Overview

  The Customers module lets you manage clients of the managed service provider (MSP). The MSP can maintain detailed records of all customers and their information, including associated solutions, advisory details, announcements, and more in the ...

• Configure Sites

  Organizations may operate multiple branches worldwide. These branches can be situated in either the same area or different regions. The various branches within a particular region are referred to as Sites in ServiceDesk Plus MSP Cloud. You set up ...

• Edit or Delete Customers

  Role Required: SDAdmin Edit Customer Details Go to the Customers module. On the list view, click displayed on the customer and select Edit. Make changes to the Edit Customer form and click Save. Alternatively, you can access the Edit button on the ...

• Onboard Customers

  You can add customers individually or import multiple customers at once in ServiceDesk Plus MSP Cloud. Role Required: SDAdmin The MSP may be handling IT services for numerous clients. Adding these clients to the application as customers helps in ...

• Configure Common Outgoing Email for Multiple Customers

  Configure Common Outgoing Email for Multiple Customers This feature is not available by default. To enable it, contact support or pre-sales team. Configure a common outgoing email address for multiple customers. This common email address is ...