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Platform

Customers

To see a list of all your customers to whom you have issued licenses, select Customers in your side bar menu.

PT-Customers-Menu-Table.jpg

Go to the Actions column to view and edit their details:

  • Select the view view-icon-small.jpg icon for a customer to drill down to the customer level to view and further manage that customer.

  • Select the edit edit-icon-small.jpg icon for a customer to edit that customer's details.

Select the column column-icon.jpg icon to display the All Customers table column names. Slide each on and off to show or hide a column.

  • Customer: Name of your customer.

  • Solutions: Icons displayed in bold show solutions that are licensed to your customers.

    • Plat-PhishTitan-icon.jpg Email Security: TitanHQ's email security solution, offering protection from targeted threats that arrive in a customer's inbox.

    • Plat-PhS-icon.jpg Phishing Simulation: MSPs can set up and monitor phishing campaigns for their customers, helping them to recognize deceptive lures and phishing threats.

    • Plat-SAT-icon.jpg Security Awareness Training (SAT): MSPs can schedule and monitor security awareness training for their customers, enabling them to become more aware of information security risks.

    • Plat-ArcTitan-icon.jpg Email Archiving: TitanHQ's automated email archiving solution.

  • Connection: Indicates if a customer is connected to a Microsoft 365 account. The Plat-Microsoft-365-Indicator.jpg label shows which customers are connected; the Plat-Add-Connection-Link.jpg link highlights those customers who are not.

    Select the Add connection link to begin Connecting and Configuring a Customer Account.

  • Actions: View and edit customer details.

To add a new customer, see Add a Customer Account.