What is the Client Portal?
A client portal is an electronic gateway to a collection of digital files, services, and information accessible over the Internet through a web browser.
Client Portal Features:
- Create, view, edit, and close tickets from a single interface.
- Chat between stores from the same interface.
- Upskill with modules for Learning.
- Process tickets for approvals.
- View Quotes and Invoices
- Safeguard digital assets.
- And many more ...
Security is of the highest importance.
MSPs can adopt several security best practices to ensure the safety of all data placed in our clients’ custom portals. Let’s walk through a few examples.
- Authentication using Microsoft 365 or Microsoft Azure AD is one of the preferred and most secure ways to grant access to our client portal. Other options, such as self-service passwords or password-less options using one-time-use tokens, can also provide peace of mind and secure sign-in.
- We Use roles and permissions to limit access: Not every user of the client portal software will need to be able to access every function or resource. Using roles and permissions within the portal helps to maintain strong security and ensure sensitive areas and information are kept strictly on a need-to-access basis.
- Encryption: Encryption ensures users connecting to the portal through web browsers can access that system securely without the potential data leaks and vulnerabilities that hackers could exploit.
- Deactivation of inactive users or portals: Accounts for users who no longer work for the company or require access to the portal should be deactivated. (They can always be reactivated if needed.) In addition, portals themselves should be deactivated if they are placed out of commission but kept available to be reactivated if necessary.
- Purging old data: We have established policies for handling old data and files as they assist in keeping our clients protected. For example, we have implemented processes to automatically purge files or information placed in certain areas of your portal after a specific amount of time if the files are not used.  We will inform you five days before to download them if they need to be archived.