Customer management in OpManager MSP

Who is a Customer in MSPs?

Modern businesses cannot operate without an IT infrastructure in today's world, so most businesses rely on networks these days. But in a large business with multiple hubs globally, maintaining the infrastructure would be a hassle. This is where Manged Service Providers come in. They are a third-party service provider that actively manages a customer's network infrastructure and helps the customers troubleshoot any issue that arises. The company whose IT resources are being managed by an MSP is the Customer. A single MSP can have multiple customers, and as the IT infrastructure is critical to a business, MSPs should provide first class customer support to the customer organization.

OpManager MSP's customer based license allocation model:

OpManager MSP has customer based license allocation now, which will enable a MSP administrator to allocate licenses to customers. The MSP administrator can set a license limit for the resources in the customer's network infrastructure. To learn more about OpManager'MSP's customer based license allocation model, click here.

How to add a customer?

To Add Customer in OpManager MSP,

  • Go to, Settings -> Configuration -> Customers -> Add customer.
  • Enter the customer Name, Account manager's email and other optional details.
  • If the customer does not require the Allocation license model, click Save to add the customer.
  • If the customer requires the Allocated license model, click to enable it. After enabling, configure the allocation limit for the network resources.
  • To receive notifications regarding the allocation limit, enable the notification toggle.
  • Configure the threshold for the allocation license limit, and enter the email address. Multiple emails addresses can be added by separating them with a comma(,).
  • Click Edit message, to edit the mail content.Add the subject, and message, and select the appropriate Subject and message variables.
  • Click Save to Add the customer.

 

How to update the customer details?

To update the customer details in OpManager MSP,

  • Go to, Settings -> Configuration -> Customers -> Add customer.
  • Click the Edit icon in the Actions column.
  • Edit the required details and click Save to update the customer details.

How to add a probe to a Customer?

  • Go to, Settings -> Configuration -> Customers -> Add customer.
  • Click on the Add Probe column right next to the Actions column.
  • Enter the Probe Name and click Save to add a probe to the customer.
  • Enable Proxy, if the central and the probe servers are in different locations or networks.
  • Click Save to add the probe to the customer.