Navigation in Management Portal

When using Management Portal, at any given time you are operating within the context of a tenant. The name of this tenant is indicated in the upper-left corner of the application.

When you log in to Management Portal, the highest hierarchy level available to you is selected by default. Click a tenant name in the list to drill down the hierarchy. To navigate back to an upper level, click its name in the breadcrumbs in the upper-left corner.

All parts of the user interface display and affect only the tenant in which you are currently operating. For example:

  • The Clients tab displays only the tenants that are direct child objects of the tenant in which you are currently operating.

    You can use the View drop-down menu to check statistics about the usage of services that are enabled for the tenant.

  • The Monitoring tab displays information about the usage and operations of the direct child objects of the tenant in which you are currently operating.
    You may have additional options in this tab, depending on the services you are subscribed to.
  • The Reports tab displays reports of the service and storage usage of your tenant and all child tenants.
    Depending on the management mode of your child tenants, as a partner you may or may not view information about individual customers and their users under your child partner tenants.
  • The My Company tab displays the company profile and the user accounts that exist in the tenant in which you are currently operating.

By clicking New, you can create a tenant or a new user account only in the context of the tenant in which you are currently operating.

You might have additional options in this menu, depending on the services to which you are subscribed. For example, if you have activated PSA, you will also be able to create new tickets and time registrations.