As an MSP Admin, you'll need to log into the Jatheon MSP platform to be able to manage all your Clients.
Once you're in, head over to the Clients section and find the Client you want to manage. You can do this either by searching for their name in the Filter results... field or by finding it in the table.
You will be able to see the basic info on each Client:
- Type – Paid
- Status – Inactive/Active
- ID
- Company Name
- MSP Name
- Domains - the number of entered domains
- Users – the number of users
- Inboxes – the number of active mailboxes/total mailboxes
- 2FA – Enabled or Disabled
To deactivate or activate a Client, you'll need to click the More menu (represented with the ... symbol) and choose the appropriate action. You'll then get a toast notification confirming the successful action. Once a Client is deactivated, none of its users will be able to log into the Jatheon Cloud platform.
Please note that you will be able to delete a Client only if it has no associated Users. If it has at least one user, you'll be presented with a pop-up message stating that all the attached users would need to be deleted first in order to be able to delete a Client.
To edit Client info, click the Edit option (It will appear when you hover over the row of that particular client) and you'll be presented with different tabs, each representing different settings.
The first one – Home – displays the basic Client stats:
The second one – Configuration – shows the following:
There, you'll be able to change the Client name, their Status (in case you set it to Inactive, the Client will be deactivated), Client Type and Timezone. You will also be able to set the following switches:
- OCR
- Audio Transcription
- Monthly Report
- AI Chat With Files
- 2FA (How to Enable/Disable Two-Factor Authentication (2FA) for a Client)
The remaining fields are set when the Client is first created and cannot be edited later.
The third one – Information – shows the following:
Here, it's possible to edit all the Client-related information related to the Website, Contact Email, Phone Number and Address.
The fourth one - Migration
The fifth one - Connectors
The sixth one - Retention - Explained in detail in How to Manage Expunge Time
The seventh one - Domains - Explained in detail in How to Manage Domains for an Account.
The eighth one – Integrations – Explained in detail in How to Enable Microsoft O365 Login and How to Enable Google Login
The ninth one - Connections - Explained in detail in How to Manage Connections
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