If you are MSP supervisor, you can onboard a new client via your own dashboard. Your client will have an account which is accesible to you (in your multi-tenant dashboard). You can also add a client employee to be able to access the account.
Note: not all employees need an account, only the ICT-manager or supervisor within the company needs an account.
Employees will receive their training invites and phishing tests in their inboxes.
There are three steps:
1. Add client
2. Add employees
3. Choose a supervisor employee
1. ADD CLIENT
Go to Dashboard – Client management
Click on the button: Add new client
Add the requested client data
Under subscription type, you can choose between Lupasafe PRO (complete platform), Lupasafe Awareness (only employees, dark web data, training and phishing) and Cybermonitor (only for collective plans like UNIZO and Foodvalley).
2. ADD EMPLOYEES
Now, you have to add at least 1 employee. You can do that via INTRA ID or MANUALLY
MANUALLY: Go to ´Employees´ - ´all users´
Add employee name with email address manually or via CSV
ENTRA ID:
Go to ´IT Management´ - ´Entra ID & Audit´
Activate the Entra ID.
3. ADD MANAGER
Under: Profile - User management – add user – select the employee
Choose an employee to be the manager. This employee will receive an invite to log into the portal.
You are now done. Your client has one supervisor who can log into the portal. Make sure all other employees are loaded into the portal under ´employees´ so you can send out phishing tests and trainings.
Also, you can now start deploying the endpoints to the assets.