1.0 - Introduction
Products are a fundamental concept in HighGround and are versatile, multidimensional components. They are included in your security services and security packages, are used to build your clients Technology Spend dashboard, hold an associated 'cost' and typically have a direct relationship with the tools in your security stack.
You can access your products in HighGround by navigating to 'Sell' on the top menu, then clicking 'Products' on the left hand menu.
This article explains the fundamental concepts around products, why they are more than just the tools your buy, and how you can effectively use them in HighGround.
2.0 - Understanding Products in HighGround
The following diagram (which is more fully explained in our Building your security packages article) demonstrates where products fit into the hierarchy of building security packages and security services.
Products are often confused (and over simplified) to be the 'tools' you use to deliver your services - but they are so much more! They are versatile, multidimensional components that for most MSPs, show up in the following ways:
the actual SKUs that you buy from your vendors / resellers / distributors.
the tools that you use to deliver to your clients as a service
included in your security services and packages to deliver security functionality
they are your security stack
they can be 'productized services' - e.g. you sell managed endpoint protection + vulnerability management service as a product called 'Secure Endpoint'.
Properties of a Product:
name
category (and optionally, a subcategory)
supplier
source (PSA or manually created)
billing period (monthly, quarterly, annually)
snap-to-unit (per user, per device, etc)
cost price (and currency)
sell price (and currency)
tax rate (inc. not taxable)
margin
Additionally, products usually, but not always, can be:
linked to a tool in your security stack
included in your
Storefront
Products are also used to map your clients Technology Spend.
3.0 - Product Sources
All products in HighGround have a source, and there are 2 different sources:
From an Integration - either a PSA or Finance tool
Manually added
3.1 - Products from an Integration
For products where the source is from an integration, there are some key points to note:
the icon of the source tool will show against the product wherever it is used
you cannot change any product details in HighGround (you must edit in the source tool and wait for a resync to occur)
3.2 - Manually added Products
To manually add a product, navigate to 'Sell' on the top menu and click 'Products' on the left hand menu, then follow these steps:
Step 1: From your products list, click 'Add'.
Step 2: Give your product a name and a category as a minimum
Step 3: Link the product to a tool in your security stack.
Step 4: Define the billing period and snap-to-unit.
Note: these should match how you buy the product
Step 5: Define the cost you pay for the product, and the standard price you sell it for.
Step 6: Define the tax rate for the product
Step 7: Click 'Save'
You product will be automatically added to your products list and can be edited from here. To find out how to do this, keep reading.
4.0 - Linking a product to a tool in your security stack
The most common use case for products in HighGround is to represent the actual product (i.e. SKU) you buy from your vendor and to link it with a tool in your security stack.
You can link a product (and view all relationships between a product and the tools in your security stack) in 2 different ways:
Method 1 - via the Security Stack
Navigate as follows:
Click 'Security Stack' on the top menu
Click the Technology / Practice from the menu
Click the Tool row to expand the tool
Click the 'Add' text beside the 'Linked products'
Note: you can remove the link by clicking the 'x' on a linked product, however if this is linked with any clients, services or packages, you will be prompted to re-assign this relationship to another tool (including adding a new tool to take its place).
Method 2 - via the Products 'Linked Tools'
Navigate as follows:
Click 'Sell' on the top menu
Click, or search, for the product
Click the Product to open it
Click the 'Add' text beside the 'Linked Tools'
5.0 - Product Pricing
In HighGround, all products have the following editable properties relating to their pricing:
billing period
snap-to-unit
cost price (and currency)
sell price (and currency)
The following properties are auto-calculated:
margin
margin %.
If a product is imported from an integration and is missing its billing period or snap-to-unit, you will see a 'missing details' flag beside it.
Important: To use a product in security services or security packages, you must complete the 'Billing period' and 'Snap-to-unit' details.
The most important of these are the billing period, snap-to-unit and cost price - as these values are used when adding your product costs into your security services, which are then aggregated in your security packages.
Note: If the product source is from an integration, these values will be imported from the tool you have integrated and cannot be changed in HighGround.
6.0 - Managing your Products
There are several options for managing your products in HighGround, some of which will have knock-on implications you should be aware of.
6.1 - Updating a Product
You can update all values of an existing product, however if you update the product cost, and the product is in use in an existing security service or security package, you will receive a prompt advising where the product is in use and asking if you would like to update the cost in these security services and packages.
Tip: If you click 'Don't change' to the product cost prompt, you can still update this later. When you navigate to any of the associated security services or packages, you will see a blue 'update' link beside the product in the 'product costs' section - alerting you to the fact that the product cost has changed since you added it and enabling you to manually update to the latest product cost.
6.2 - Duplicating
You can easily duplicate an existing product as follows:
Step 1: Click the three dots at the right hand side of the row for a product you want to duplicate.
Step 2: From the drop down menu select 'Duplicate'.
The duplicated product will then appear in a new row with the word 'copy' at the end.
6.3 - Deleting a Product
You can delete products which were manually created in HighGround, as long as the product has not been used in a security service, security package or listed in your Storefront.
Note: you cannot delete products which have been imported from an integration.
To delete a product, follow these steps:
Step 1: Find the product you want to delete in the products list and click the three dots at the right hand side of it.
Step 2: From the drop down menu select 'Delete'.
Step 3: From the prompt, select 'Yes, Delete'
Your product will now be automatically removed form your products list.
If the product is already in use in an existing security service or security package, you will see a prompt as follows:
6.4 - Adding products to your Storefront
In Q2 2025, we will releasing Storefront - an extension to the Sell module where you can have a customer facing storefront for the products and services you sell.
Come back later to find out how to add your product on your Storefront.