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Quick-start - MSP tenant set up guide

In this guide we will configure your MSP tenant with basic settings - technicians onboarding, user management, branding, customer tenant creation, and more.

Quick-start - MSP tenant set up guide

Sign up for idemeum MSP tenant

If you have not created your idemeum cloud tenant yet, please follow the steps below to create a trial tenant for your organization.

How to create idemeum trial tenant
Idemeum offers free 14-day trial to test various use cases and features
idemeum documentationNik Pot

Enable cloud directory for your MSP tenant

To manage identities of your MSP technicians we will leverage idemeum local directory. To enable local directory:

  • Navigate to https://<your-msp-domain>.idemeum.com/adminportal
  • Access Users → User source and choose Local
  • Save the configuration

Onboard other MSP technicians

Navigate to your MSP tenant URL and login with a mobile device. You can now create accounts for other technicians, so that they can also be onboarded with mobile devices.

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Your technicians will need to install idemeum mobile application, verify one of the emails you specified in the user record, navigate to your MSP tenant URL, scan the QR-code, and they will be onboarded.

To onboard an MSP technician:

  • Navigate to your MSP tenant admin portal at https://<your-msp-domain>.idemeum.com/adminportal
  • Access Users → User management and click Add user
  • Enter the following details to create a technician:
    • First name and Last name
    • Corporate email address
    • Username will be automatically generated. This username will be used to create unique admin account for each technician on the workstations that they access. You can change this username if you want.
    • Optionally specify personal email address

Now technicians can install idemeum mobile application, navigate to your MSP tenant URL, scan the login QR-code and get onboarded.

Create a customer tenant that you will manage

Idemeum offers multi-tenant MSP portal to manage all your customer tenants from a single dashboard. To create a tenant for your customer:

  • Navigate to your MSP tenant admin portal at https://your-domain.idemeum.com/adminportal
  • Access Customers on the left and click Create customer
  • Enter Name (will be used to create a subdomain for your MSP tenant, for example customer-<your MSP domain>.idemeum.com) and Display name (will be used as a display name / title for your customer tenant)

Once the customer tenant is created, click on the name of the customer tenant, and you will be automatically logged in there. More about the MSP portal below.

MSP portal overview
idemeum MSP portal centralizes the control and management of multiple organizations from one dashboard. MSP admins can view top-level data for their managed organizations at-a-glance, or can access and directly manage each customer organization.
idemeum documentationNik Pot

Delegate technician access to customer tenant

You have two options:

  • You can make every technician an Admin in your MSP tenant. As a result technicians will have access to all created customer tenants by default.
  • You do not assign an Admin role to a technician, but delegate access to each customer tenant directly.

To assign an Admin role to a technician, please follow these steps.

  • Navigate to your MSP tenant admin portal at https://<your-msp-domain>.idemeum.com/adminportal
  • Access Users
  • Find the user record, click on ... and then choose Make admin

To delegate access to each customer tenant directly, please follow these steps.

MSP portal overview
idemeum MSP portal centralizes the control and management of multiple organizations from one dashboard. MSP admins can view top-level data for their managed organizations at-a-glance, or can access and directly manage each customer organization.
idemeum documentationNik Pot

Configure customer tenant

Now access the customer tenant you created in the previous step. You can directly navigate to a customer tenant URL at customer-<your msp domain>.idemeum.com or navigate to your MSP postal, Customers section and click on the link from there.

Enable local directory for customer tenant

  • Navigate to Users → User source
  • Choose Local from the dropdown and Save the configuration

Set up desktop client branding

You can configure the look and feel for the desktop client by configuring background, logo, and text for your users. You can follow the guide below.

Branding
When you install idemeum desktop application it takes over the login screen. In order for the application to reflect your branding images and logo, idemeum allows you to customize the login screen.
idemeum documentationNik Pot

If you have any questions, drop us a note in our Discord chat.