Manage MSP Users

Applies to: Patch My PC Cloud

Managed Service Providers (MSPs) can manage users in both their own Patch My PC (PMPC) Cloud company and any child companies they manage using the standard Manage Cloud Users processes.

This includes inviting users of the child company to their PMPC Cloud portal using the Inviting a User to an MSP Company process below, which is different from inviting a user to a non-MSP company.

By using the invite functionality, the customer of the child company can allow the MSP to manage their PMPC Cloud company without granting them global admin rights.

Note

If the users you plan to invite to your MSP company are not already using PMPC Cloud, you should follow the Add a Company to Manage (Cloud MSP) process.

Any users created in the MSP parent company will automatically be assigned the same role in any child company, as child companies inherit user roles from the parent company.

For example, if a user is created in the parent company and assigned the Full Admin with Access Management role, they will have the same role permissions in any child companies.

Inviting a User to an MSP Company

To invite a user to an existing MSP Company:

1. Sign in to the parent PMPC Cloud MSP Company.

2. Navigate to MSP Customers

1. Click Invite Customer

1. In the Invite Customer dialog box, enter the email address of the user within the child company you want to invite and click Send

The pending invitation appears under the Invitations tab of the MSP Customers screen, along with the Success message that the invitation has been sent.

An event stating the invitation has been sent to the user (including their email address) is also written to the Events node.

Tip

You can also copy an invitation’s link and send it to the user for them to click or resend the invite to them (only after 6 hours).

1. The user then needs to decide whether to accept or decline the invitation by clicking the Review Invitation button in the email, and then, after signing in to their PMPC Cloud company, either:

   1. Accept the invitation

   2. Decline the invitation

Accept the Invitation to an MSP Parent Company

To accept the invitation to allow the MSP Parent company to manage your PMPC Company:

1. Click the Conditions link on the Company Access Request screen.

1. Review the Terms and Conditions, then click the X to close them.

1. On the Company Access Request screen:

   1. Check the Accept all Terms and Conditions checkbox

   2. Select the relevant company you want to allow the MSP parent company to manage

   3. Click Accept Invitation

Note

If a company is greyed out on the Company Access Request screen, it’s either because it’s already being managed by an MSP or the user accepting the invitation does not have Full Admin rights in the company to be able to accept the invitation.

If no companies are available to select on the Company Access Request screen, the user has the option to click Create new and Accept, which will allow them to create a brand new company that can be managed by the MSP parent company.

The user is signed into their PMPC Cloud company, which now shows Managed By <msp_parent_company_name> in the header.

In the MSP Parent company, the company of the user who accepted the invitation is shown under the Customers tab of the MSP Customers screen.

An event indicating that the user has accepted the invitation (including their email address) is also written to the Events node.

Decline the Invitation to an MSP Parent Company

To decline the invitation to allow the MSP Parent company to manage your PMPC Cloud company, you can either ignore the invitation (which will expire 15 days after it was sent) or click Decline on the Company Access Request screen.

The Select the Company You Want to Sign In To screen is displayed.

In the MSP Parent company, the Status of the invitation changes to Declined

An event indicating that the user has declined the invitation (including their email address) is also written to the Events node.

At this point, your only option is to either follow up with the relevant user to check why they declined the invitation or click the red trash can to delete the invitation.