You can view the client details, locations, contact and departments for a client.
View and edit details
You can view the details of the MSP organization.
Add location
You can add a location for a client. To add a location, follow these steps:
Click Add location on the location tab.
Enter a name that identifies the location.
Enter the contact name of the primary contact person for the location.
Enter a valid phone number, including the country code if applicable.
Enter the location address.
Enter the appropriate country.
Enter the relevant state or province based on the selected country.
Enter the city name where the location is based.
Enter the correct postal or ZIP code.
Add contact
A Contact is an end user associated with a specific client in the MSP (Managed Service Provider) setup. Contacts use the support portal to raise and track tickets related to service desk issues.
You can add contacts for each client, allowing them to submit requests, receive updates, and communicate with the support team.
How to add a contact?
Follow these steps to add a contact:
Enter the primary email address.
Enter the full name and last name of the contact.
Enter the required information. Time zone and Language are added by default.
In the Secondary emails field, enter the email address you want to add for the contact.
Enter the department name.
Option, select the Can see all tickets from this department checkbox, if required.
Enter the reporting manager.
Specify the time format.
Select the following checkbox if applicable:
Mark as VIP
Can see all tickets from this client
Click Add.
Deactivate contact
If you deactivate a contact:
The contact cannot login to Freshservice for MSPs.
Approvals pending on them will be cancelled.
The contact will be removed from all account configurations except Workflow Automators. You'll have to manually remove the contact from Workflow Automators.
To deactivate a contact:
Select the required contact.
Click Deactivate.
Add department
You can add a department for the client. To add department:
Click Add department and enter name and description for the department.
Deactivate a client
You can deactivate a client based on your requirement. For more information, refer to Deactivate a client.