The client portal lets your customers take part in HighGround and manage parts of their cyber security. Their view will be different from their MSP's view depending on the access role that is applied to them. For more information regarding access roles you can find there here.

Before you can give your clients access to the client portal, you must have completed the following pre-requisites:

When you invite a client to HighGround, they will access the Client Portal.

Unlike the MSP Portal, the client portal provides a more limited experience focused on showing your clients only what you want them to see. Anything you don't want them to see will have a padlock beside it (see section 4.0 -'Restricted Access')

What your client users can do whilst using the client portal is controlled via the client access role you apply to them. For more information, please read our article Understanding Client Access Roles.

Client users will also be able to manage their own personal profile settings in the client portal. For more information, please read our article Managing your personal profile.

If a client has been given 'no access' to a module, the module will still show on their menu but will appear with a padlock next to it like this:

To make it clear to your client that they are using the client portal which is being provided to them by you, we have a 'Managed by' banner at the bottom left of the screen.

When a client hover over the banner, it will show your MSPs support email and phone number.

You can customize these details from your MSP System Settings by following the steps below:

Step 1: By clicking your profile picture go to 'MSP System settings'

Step 2: Go to 'Company Settings' listed on the left hand side.

Step 3: Shown at the bottom of that page is a section labeled 'Client portal support contact'.

Step 4: From here you can enter the email address and phone number you would like your clients to use to contact you.