Manage Partners

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Under Manage Partners, you can create partners of MSP and Partner levels. Administrative level users can edit and disable their subordinate partners.

When you log on to SEQRITE MSSP, the Partners list appears. The Partners list is based on the privilege you have as a partner type. You can view the tree structure of all the partners under you. You can also view total number of MSPs, partners, partners’ customers, and partners’ endpoints.
This chapter includes the following sections.

  • Adding a partner
  • Activating a newly added Partner/MSP
  • Viewing the partner details
  • Resending activation link

Adding a Partner

To add a partner, follow these steps.

  1. Log on to SEQRITE MSSP with your credentials.
  2. Under the Manage list, click the Partners menu.
    The Partners list appears, if you have added any.
  3. To add a new partner, click the Add Partner button.
  4. From the Add Partner drop-down list, select the partner type whether Managed Service Provider or Partner.
  5. On the Company Details screen, provide the Name and Address of the company, and select your Country, State, City, and Zip Code in the relevant fields. You may also add a logo of the relevant company. Click Next.
  6. On the Point of Contact Details screen, provide the Full Name, Email Address, Mobile Number, and Phone Number of the contact person. Select Enable Two-Factor Authentication (2FA) check box if required. By default, the Email-based OTP option is enabled for the user, select the SMS-based OTP if required. If the SMS-based OTP option is enabled for the user then that user will get the OTP on the email address as well as on the user’s registered mobile number. Before that, the user needs to verify the mobile number from Edit Profile Section.
    Note:

    • Only the Super Administrator can Enable/Disable 2FA for users.

    • When the Super Administrator enables 2FA for users, the users receive an email notification. Subsequently, every time the user logs in, they are required to provide an OTP that is sent to their registered mobile device or email address in order to access the MSSP portal.

  7. Click Next.
    The Point of Contact will be responsible for providing support for all related issues.
    A summary is displayed on the Confirmation dialog box.
  8. Verify the information that you entered and then click Confirm to submit the information. The partner is onboarded, and success confirmation prompt is displayed.

Activating a newly added Partner/MSP

After Admin has created a Partner/MSP account as mentioned in above procedure, an email with Set password link is sent to the registered email address. The newly added Partner/MSP must access the mail and set the password using the Set Password link to login to the new account.

Sign In

  1. Log on to SEQRITE MSSP with your credentials.
  2. Enter the OTP received on your registered email address.

    Note: The OTP is valid for 60 seconds only.
    The License Agreement screen is displayed.

  3. Read the agreement and then click I Agree.
    The dashboard is displayed.

Viewing the partner details

To view a partner information, follow these steps.

  1. Log on to SEQRITE MSSP with your credentials.
  2. Under the Manage list, click the Partners menu.
    The Partners list appears.
  3. To view partners under a partner, click the arrow (>).
  4. To view the details of a partner, click a partner under the Partners list.
    The partner details page appears.
    You can edit the partners that are directly under you and not indirect partners.
  5. On the Partners list, you can do the following things based on your role.
    • Edit the partner information
      • To edit the partner information, click the Edit icon for the partner that you want to edit under the Actions column.
    • Resend Activation Link
      • To resend an activation link to the partners, select a partner. An action list titled Please Select is added. From the Please Select action list, select Resend Activation Link and then click Submit.
        You may send reactivation link to multiple number of partners in one attempt.
        Note: You may send the activation link to the partners with pending verification status only.

Resending activation link

If any partner does not receive the activation link, the administrator can resend the activation link to the customer.
To resend an activation link, follow these steps.

  1. Log on to SEQRITE MSSP with your credentials.
  2. Click the Partners menu.
    The Partners list appears.
  3. Select a partner.
    An action list titled Please Select is added.
  4. From the action drop-down list, select Resend Activation Link and then click Submit.
    A confirmation message appears.
    The activation link can also be sent from the partner details.
    Note: You may send the activation link to the partners with pending verification status only.
  5. Click OK.
    The resend activation link is sent successfully.
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