Learn all the details you can manage in your company as an MSP Admin.
As an MSP Owner, you can manage all your company's information/details by navigating to Companies -> List from the left sidebar of your MSP portal. This list shows basic information about your companies, but by clicking on their names, you can also see/manage more details like:
- Company Products/Features (Domain/Email Threats, Cyber Threats, Policy PRO, and others).
- Company Settings (Discover all you can manage from the settings by reading this article: Managing Company Settings).
- Users Count (Number of users added to the company with a link to see the whole list from the company portal).
- Admins Count (Number of admins in your company with a link to manage them from the company portal).
- Campaigns Count (Number of campaigns created in the company, with a link to see the full list from the company portal).
- Delete Company (Remove your child companies at any time by clicking on the Delete Company. An Owner membership is needed to perform this action).
If you want to see more details about campaigns, users, reports, and training assignments it's necessary to jump inside each company by clicking on the "Go to Company" button located the right side of the company details page or from the companies list by clicking on the "blue icon" located at the right side of the list.
How to Add a New Company
For New MSPs: Getting Started
If you’re a new MSP admin with an empty company list, follow these steps to create your first company:
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Navigate to the MSP Portal
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Go to the Companies tab in the left sidebar.
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Click the "Create New Company" button.
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Or use this direct link: Create New Company
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Enter Company Details
Fill in the required fields:-
Name (Company/organization name)
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Location (Country, State, City, Address, ZIP Code)
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Timezone (For accurate scheduling)
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Save & Onboard Users
Once created, you can:-
Add users to the company.
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Launch campaigns & training assignments immediately.
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