When you select either Customer or Customer Group on your MSP Admin dashboard, you can see a list of current customers and groups. Using the icons available under the Action column, you can perform certain tasks, such as editing or deleting, as shown on the Customer Groups page:

The table below explains the functions of the icons:

Icon

Description

Edit

If you want to modify the details of current customers or customer groups, select this icon. The editable fields are:

  • Customers: Customer name

  • Customer Groups: Group name; Description; Add customer(s)

Delete

The Delete function is only available for Customer Groups.

Customer Portal Login

Available in your current list of customers, the Customer Portal Login icon lets you log in as one of your customers.