Adding and updating customer accounts in MSP Portal

Adding new customer accounts

When you are ready to add your first customer, you will need to make a commitment in order to get discounted pricing. Review MSP pricing and How Blumira bills MSPs, decide where you would like to start, and then follow the steps below.  

Reference: See Selling the value of the paid Blumira editions to learn more about what customers gain with paid editions.

To add a customer account to your Blumira NFR account:

1. Email [e-mail] or your Partner Specialist to inform them of what your minimum monthly commitment will be. The minimum commitment drives your pricing for all customers under your account. We will send you an order form to e-sign in accordance with your selection.
   Note: Free edition accounts can be added before you sign an order form.
2. Navigate to MSP Portal > Accounts.
3. Click Add New Account.
4. In the Add Account window, complete these steps:
   1. In Name, type the organization name of the customer.
   2. In Web domain, type the customer's website url.
   3. In User count, type the number of billable users.
      Note: A "user" refers to the number of knowledge workers at your organization; basically the number of employees with emails who use them.
   4. Under Edition, select the edition of the app that the customer will use.
   5. Click Next.
   6. Click the check box next to each user (in the MSP organization) who needs access to the customer account.
      Note: Users with the Administrator role in your MSP organization are automatically selected.
   7. Click Save changes.

Tip: To add multiple customers at the same time to Blumira, download the Account Upload Template (CSV), fill it out, and return it to [e-mail]. Our team will then import and create all the customer accounts in bulk for you.

Managing customer accounts

You can view and manage the details of your sub-accounts in Accounts (MSP Portal > Accounts). This is also where you can quickly add members of your MSP organization to the sub-account.

To edit your customer’s account information and assigned users:

1. Navigate to MSP Portal > Accounts.
2. In the Accounts table, click the row of the account you want to edit.
3. In the options menu that appears, click Account details.
4. Complete one or more of the following steps:
   
   • In Account name, type the name of the customer organization.
   • In Web domain, type the customer’s domain.
   • In User count, type the customer’s number of billable users (ie, the number of employees with emails who use them).
   • Select the appropriate Blumira edition for the account.
   • Click Save changes.
     
     Important: Updating the edition or the billable user count will result in a change in monthly billing.
   • Click Confirm.
   • On the Users tab, click the check box next to each user that needs access to the account and then click Save changes.

Becoming the MSP of an existing Blumira customer

If your customer already has a Blumira account and wants you to manage it, we can easily link the account to your parent MSP account. Send an email to [e-mail] with the following message and CC the customer administrator for awareness and approval:

• Subject: MSP Parenting Request for <MSP Name>
• Body: <Customer Blumira Account Name> has contracted with <MSP name> for services and would like us to manage their account. Please add them to our MSP Portal as a child account.