Client Users
Provide your customers with self-service access to their M365 environment. The Client Portal gives end-customers visibility into their tenant status, support tickets, and license usage without requiring MSP intervention for routine inquiries.
Portal Features
Dashboard Overview
Customer landing page showing key metrics at a glance:
- Active users count and recent changes
- License utilization summary
- Open support tickets
- Security score and alerts
- Service health status
User Directory
Read-only view of their organization’s users. Customers can see who has access and their basic attributes without being able to make changes.
Configurable: Enable/disable user directory visibility per customer.
License Inventory
View assigned licenses, available seats, and upcoming renewals. Customers can request additional licenses through the portal.
- License assignment breakdown by SKU
- Usage trends over time
- Cost visibility (if enabled)
- Request additional licenses button
Support Tickets
Customers can create, view, and update their support tickets directly in the portal. Integrates with your PSA system for unified ticket management.
- Create new tickets with category selection
- View ticket history and status
- Add comments and attachments
- Receive email notifications on updates
Service Requests
Pre-defined request forms for common operations:
- New user onboarding request
- User offboarding request
- Password reset request
- License change request
- Distribution group modifications
Self-Service Actions
Optionally enable customers to perform certain actions directly:
Low Risk
- View user directory
- Download reports
- Create support tickets
- View license inventory
Approval Required
- Request new users
- Request license changes
- Request group modifications
- Request password resets
API Reference
GET /api/portal/customers/:id/dashboard— Get portal dashboard data for customerGET /api/portal/customers/:id/users— List users visible in portalPOST /api/portal/customers/:id/requests— Submit service request