You can view information about the Integrator and Installer accounts that are assigned to your end customers.

1. On the navigation bar, click Tech Partners.
   The Tech Partners page is displayed.

   

   The Tech Partners page displays the following information:

   • Name: Displays the name of the tech partner.
   • Type: Displays the type of account, either integrator or installer.
   • MSP Admin Count: Displays the total number of MSP administrators and associated privilege groups.
   • Assigned Customers Count: Displays the number of assigned customers.
   • Account Admin Count: Displays the total number of administrators for this integrator or installer account.
   • Tenant ID: Displays the unique ID of the tenant.

   You can use the Search option to display only the table entries matching the name; enter a minimum of two characters. You can customize which fields appear in the table by clicking the icon and selecting or deselecting the desired column names. Optionally, you can click Reset to default to restore the default subset of columns.

2. Click the count below the Assigned Customers Count column.
   A Manage Assigned Customers sidebar is displayed with the following information:

   • • Access Period: Shows whether access is limited or not.
     • Search Customer, Tags: Provides a search box to filter customer accounts by name or tags.
     • Selectable Customer List: Displays all customer accounts with checkboxes to assign or unassign them.
     • Customer: Displays the customer account name or ID.
     • Status: Displays whether the customer account is Active or Not Active.
     • Tags: Displays any tags associated with the customer.
     • Address: Shows the customer’s address.
     • Devices / Subscriptions: Displays the number of devices or subscriptions associated with that customer.

       

   1. Select one or more end customers and assign them to the current Tech Partner.
   2. Click Save.
3. Click the count below the Assigned Admin Count column.
   The Manage MSP Delegations sidebar is displayed.
   1. In the Users tab, select the checkbox in the Name column for one or more MSP administrators, and then choose a system role from the Role drop-down list. The options are Prime Admin (full access for configuration, monitoring, and administration), Administrator (tenant and delegated tenant management, if permitted by the Prime Admin), Guest Manager (guest account management), and Read-Only (view-only access without configuration rights).
   2. In the Privilege Groups tab, select the checkbox next to one or more MSP Privilege Groups to assign the appropriate custom roles.
   3. Click Save.