MSP Accounts
Client Dashboard
Client Dashboard Overview
This article covers all the features and functionality of the Client Dashboard.
Steps for Setting Up Email Vault for Clients
To add a client one at a time, follow these steps. We also offer bulk upload options, and you can find the instructions in the Client Dashboard section. When you upload a client, it creates the account and sends an invitation to the client to join their own Email Vault organization.
How to Bulk Upload Clients Using Email Vault
Upload and create your client accounts.
Accessing MSP Accounts on the Client Dashboard
Navigate between the MSP dashboard and the clients' accounts.
Manage Clients
Managing Exiting Clients and Updating User Counts
On the Manage Client screen, you can manage client information, ID, and name and update user counts per client.