The MSP Portal gives managed service providers one centralized place to create, access, manage, monitor, and pay for all of their clients’ Insightful workspaces. In just four simple steps, you can go from initial setup to becoming an active partner with live clients:
Step 1 — Sign up
Create your MSP account and log in to the portal.
Step 2 — Add your credit card information
Go to the portal’s Settings → Payment Methods section and add your payment card. All client subscriptions will be charged to it automatically. (Prefer paying by invoice? See Billing setup.)
Step 3 — Create your client’s account
In your Client list, choose New organization → Create organization and enter the client’s details. The workspace is created instantly, starts on a trial, and is ready for agent deployment right away.
Step 4 — Subscribe
Open the client’s menu from your client list, select Subscribe, choose a plan, and confirm. The subscription starts immediately, and your client is live.
That’s the whole loop. The articles below cover each area in more depth: Configuration, Onboarding your clients, Managing licenses, and Managing your clients’ accounts.
This article covers the Insightful Partner Portal (for MSPs managing client workspaces), not the standard Insightful application.