Customers
To see a list of all your customers to whom you have issued licenses, select Customers in your side bar menu.
The Customers page is displayed from which you can add a customer and delete a customer account. You can also view and edit customer details by going to the Actions column:
Select the view icon for a customer to drill down to the customer level to view and further manage that customer.
Select the edit icon for a customer to edit that customer's details.
Use the Search box to search the list of customers.
Select the column icon to display the 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.
Email Security: TitanHQ's email security solution, offering protection from targeted threats that arrive in a customer's inbox.
Phishing Simulation: MSPs can set up and monitor phishing campaigns for their customers, helping them to recognize deceptive lures and phishing threats.
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.
Email Archiving: TitanHQ's automated email archiving solution.
Connection: Indicates if a customer is connected to a Microsoft 365 account. The label shows which customers are connected; the 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.