Viewing Integrator and Installer Accounts

To view the list of Integrator and Installer accounts, perform the following steps.
  1. On the MSP Dashboard, select the Customers tab.
  2. Select the Integrators & Installers sub tab.
    Integrators & Installers
  3. Review the information about the Integrator and Installer accounts.
    This page also has the following options:
    • Add : Opens the Add New Account dialog box.
    • Export To CSV: Exports the list of Integrator and Installer account information to a .CSV file.
    • Refresh: Refreshes the list of Integrator and Installer accounts.
  4. Click on an account under the Name column to go to the Integrator's or Installer's Dashboard.
  5. Hover mosue over an account to view the radio button and then check the radio button to acces the following options:
    • Edit: Edit the Integrator or Installer account information.
    • Manage Admin: Manage the MSP administrator for the account.
    • Resend Email Invitation: Resend the customer email invitation.
    • Delete: Delete the account.