Getting Started with the MSP Portal

The MSP Portal by SysCloud facilitates partner management of customer accounts, guiding users through sign-up, onboarding, and backup setup. It streamlines processes, offering a central platform for efficient oversight of customer-related activities.

Introduction 

  • Welcome to the MSP Portal by SysCloud, a platform designed to empower our partners to efficiently manage and support their customers. In this guide, we'll show you how to sign up, add your customers to the portal, and take care of their backups and subscriptions. 

Signing Up for the MSP Portal 

  • Access the Portal: Use this link and choose to log in via your Google or Microsoft accounts. 
  • Complete the set up by filling out the onboarding form: Fill out the necessary details in the onboarding form. Once completed, you’ll be all set to start adding your customers to SysCloud. 

Onboarding Your Customers to SysCloud 

  • To add your customers to SysCloud through the MSP Portal, follow these steps: 
  • Log In: Access your account on the MSP Portal. 
  • Initiate Account Addition: Click on "Add New Account." 
  • Choose the Onboarding Method: 

Option 1 - I Will Onboard: 

  • Use this option if you have the admin credentials for the customer domain you are onboarding. 
  • You will be redirected to the SysCloud application
  • Log in with the customer’s admin credentials. 
  • Follow the on-screen instructions to complete the onboarding process. 
  • Proceed to Backups: Once onboarding is complete, you can begin setting up backups. Create a backup job by following our step-by-step backup creation guide. 
  • Note: To add a new application to the backup job, you need to log in through the specific application. 

Option 2 - Send Me the Link: 

  • Choose this if you prefer the customer to onboard themselves. 
  • You will receive an email with a customized onboarding link. 
  • Share this link with your customer. Remember, the link is valid for 24 hours only. 
  • Once the customer completes the onboarding process, they will appear in your MSP Portal under your account. 
  • Backup Setup: As the administrator, you can then proceed to set up backups. Follow our step-by-step guide to create to create a backup job for the newly onboarded customer. 

Additional Information 

  • Remember, the MSP Portal is designed to streamline your management processes, providing a central platform to oversee customer accounts, backups, and subscriptions. If you encounter any issues or have questions, please refer to our FAQ section or contact our support team.