1.0 - Introduction
The client portal allows your customers to actively participate in HighGround and manage various aspects of their cybersecurity. Their experience will differ from that of their MSP, based on the access role assigned to them. To learn more about access roles please read our Understanding client access roles article.
Note: Clients must have a premium license in order to have their own HighGround account
2.0 - Pre-requisites
Before you can give your clients access to the client portal, you must have completed the following pre-requisites:
3.0 - Overview
When you invite a client to HighGround, they will access the Client Portal.
Unlike the MSP Portal, the Client Portal offers a more streamlined experience, showing your clients only the information and tools you want them to have access to. Any sections you wish to restrict will display a padlock icon - refer to section 4.0, 'Restricted Access', for more details.
The actions your client users can take within the portal are determined by the client access role you assign to them. To learn more please read our Understanding Client Access Roles article.
Client users will also be able to manage their own personal profile settings in the client portal. To learn more please read our article Managing your personal profile.
Note: We don't support styling your client portal with branding at the moment.
4.0 - Restricted Access
If a client has been assigned 'No Access' to a module, it will still appear in their menu, but with a padlock icon next to it, indicating restricted access.
5.0 - Customizing the 'Managed by' banner
To clearly indicate to your client that they are using the portal provided by your MSP, a 'Managed by' banner is displayed at the bottom left of the screen.
When the client hovers over the banner, your MSP’s support email and phone number will appear for easy access.
You can customize these details from your MSP System Settings by following the steps below:
Step 1: Click on your profile picture and select 'MSP System Settings'.
Step 2: In the left-hand menu, navigate to 'Company Settings'.
Step 3: Scroll down to find the 'Client Portal Support Contact' section at the bottom
of the page.
Step 4: Here, you can enter the email address and phone number you’d like your clients to use when reaching out to you.