Customer Management
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 ...
Directory
The Directory tab in the customer details page allows you to configure Multi-Factor Authentication, service URL custom domain for the customer. Contents: SAML Authentication Multi-Factor Authentication Configure Service URL for Requester Portal Add ...
Configure Point of Contact and Account Manager
Role Required: SDAdmin Point of Contact and Account Manager are customer organization roles that can be assigned to requesters with login access to the application. The Point of Contact is a person who can, by default, view and monitor the customer's ...
Associate Solutions to Customers
You can create a new solution or associate existing solutions to customers from the customer details page. Users in the customer organizations can search solutions in the knowledge base to troubleshoot the issues they encounter. This knowledge base ...
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 ...
Add Attachments to Customers
Attach files and documents to customers to provide additional information. You can attach important documents such as contracts, MoCs, and other relevant files associated with both you and the customer. Go to the Customers module and open a ...
Sites - Customers
Add and manage the organization sites of the customer from the customer details page. In the customer details page, go to the Sites tab. Click New Site. Configure the New Site form with these pointers. Finally, click Save. To edit or delete a site, ...
Advisory
Add important advisory notes or best practices on handling the customer. The advisory notes of the customer will be shown to technicians in the request details page. When a technician works on a customer's request, they can view the customer's ...
View Customer Details
To view the customer's details, Go to the Customers module. In the customer list view, click the name of a customer to open the details page. The following tabs are available on the customer details page: Details: Provides comprehensive details on ...
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 ...
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 ...
Popular Articles
Introduction
Solutions are a centralized repository to store and share articles with your users. Technicians and end-users can utilize solution articles to resolve repeated incidents. Solutions can be categorized across topics and contain a built-in approval ...
API Documentation
API Documentation The ServiceDesk Plus MSP Cloud API allows you to perform all the operations that you do with our web client. ServiceDesk Plus MSP Cloud API is built using REST principles which ensures predictable URLs that make writing applications ...
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 ...
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 ...
View Customer Details
To view the customer's details, Go to the Customers module. In the customer list view, click the name of a customer to open the details page. The following tabs are available on the customer details page: Details: Provides comprehensive details on ...