As an MSP Admin, you manage all your clients in the Clients section of the Jatheon MSP portal.

View your clients

Go to the Clients section. To find a client, type in Search clients..., or click Filters to filter by Status, Type or Social.

Each row shows:

• Type — Paid, Free Trial or Demo
• Status — Active or Inactive
• ID
• Company & MSP Name
• Domains — the number of email domains
• Users — the number of users
• Inboxes — active mailboxes / all mailboxes
• 2FA — whether two-factor authentication is On or Off
• Last 24H — emails archived in the last 24 hours
• Total Emails
• Social — the connected social media accounts

Deactivate or delete a client

Open the More menu (represented with ...) at the end of the client's row.

• Select Deactivate to set the client to Inactive. You'll see a confirmation message: Client successfully deactivated. To turn it back on, select Activate.
• Select Delete to delete the client. In the Delete Client window, click Delete to confirm. You'll see a confirmation message: Client successfully deleted.

Please note that you can only delete a client that has no users. If the client still has users, the window tells you how many, and Delete is disabled until you delete them.

Edit a client

Click Edit in the client's row. The client's page opens on the Dashboard tab, which shows the client's archive statistics.

The other tabs are:

• Configuration — with four tabs of its own:
  • Configuration — change the Client Name, Status and Timezone, and turn 2FA on or off. See How to Enable/Disable Two-Factor Authentication (2FA) for a Client and How to Set Up a Timezone for a Client as an MSP Admin. The other fields, such as Client ID, Client Type, Region and Journaling Email, are set when the client is created and can't be changed here. Click Save Changes to save, or Delete Client to delete the client.
  • Information — the client's website, contact email, phone number, address and billing information.
  • Domains — the email domains Jatheon archives for the client. See How to Manage Domains for an Account.
  • Retention — how long the client's emails are kept. See How to Manage Expunge Time.

• Connectors — connect the platforms whose data the client archives, such as social media, collaboration tools and file storage.

• Integrations — set up single sign-on with Google Workspace, Microsoft Office 365, Okta or Cisco Duo, and LDAP Connections to import users.