MSW Organization Account Feature Guide

Adding Customers or Resellers to the Organization's Account

A new process, Affiliations, is introduced in the new structure to build organization-level links between customers and MSPs. You can find the list of customers and resellers invited or added to the under My Workspace | User Groups > Affiliations tab. The Super Admin of the respective account can review the pending Affiliations and approve or reject the request.

 

  • An MSP initiates the Affiliations to add the customers to the to share the MSP-owned products with the customer.
  • A customer initiates the Affiliations to get added to the to share their (customer-owned) products with an MSP to co-manage.

Adding customers or resellers is a 2-way process. Suppose an MSP initiates the process of sharing the products with a customer, the Super Admin of the customer should review and approve the request to get added to the MSP . Similarly, if a customer initiates the process of sharing the products with an MSP , the Super Admin of the MSP  should review and approve the request.