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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 ...
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 ...
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 ...
Create Announcements for Customers
You can create announcements or associate existing announcements for customers to notify them about important information. Role Required: SDAdmin, SDSiteAdmin, or AnnouncementConfig role with View Customers permission. Consider a scenario where the ...