Assigning MSP Administrators to Multiple End Customers

As an MSP, you can delegate MSP administrators to one or more customer accounts, either individually or via Privilege Groups. Delegation allows you to securely manage which MSP administrators have access to your customer accounts, improving efficiency and control.

Complete these steps to delegate MSP administrators to your end customers:
  1. On the navigation bar, select My Customers > MSP Customers.
    The MSP Customers page is displayed.
  2. Select the checkbox for one or more customer names, and then click Assign MSP Administrators. You can select up to 200 customers at a time.
    The Manage MSP Delegations sidebar is displayed.
    Manage MSP Delegations
  3. In the Users tab, select the checkbox next to the Name column for one or more MSP administrators, and then choose a system role from the Role drop-down list. The options for 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).
  4. In the Privilege Groups tab, select the checkbox of one or more MSP Privilege Groups to assign custom roles.
    Note:
    • You can use the Search option in either the Users or Privilege Groups tab to display entries matching Name or Email for Users, and Name or Associated Admins for Privilege Groups; enter a minimum of two characters. You can sort the list of users by attribute; simply click on the desired column header to reorder the list. The system ensures that search and delegation options only show administrators or groups within your allowed access scope.
    • The Privilege Group with the scope set to All MSP Customers from the Administration menu (Administration > Account Management > Users & Privileges > Privilege Groups > Add Privilege Group) is selected by default and is non-configurable. For the Privilege Groups with the scope set to Specific Customer(s), you can modify the scope by selecting or unselecting the check box.
  5. Click Save.
    The updated entries are displayed on the MSP Customers page.