Clients management is a powerful feature only available to customers enrolled in the MSP program which allows to:

  • Register clients with their name and description.
  • Grant granular read-only permissions to clients.
  • Invite users to a client to allow them to log in and view the dashboard.

Creating a new client

To add a client to the dashboard:

  • Navigate to the Clients tab.
  • Click Create client.
  • Enter the name of the client, which is usually the name of the company. Optionally, enter a description for the client. The description will not be visible to the client.
  • Click Create client to proceed.
  • After creation, you will be provided with the option to invite the first user to the client. Optionally enter the email address of the user and click Send invitation, or click Skip.

Inviting users

To invite users to a client:

  • Navigate to the Clients tab.
  • Locate the client of your interest in the page and in the users column click Invite user.
  • Enter the email address of the user and click Send invitation.

The user will receive a link valid for 7 days to join your DMARCwise organization and receive read-only access to the domains groups you explicitly assigned to the client.

Clients cannot use SSO to log in and therefore SSO settings like SSO enforcement don’t apply to clients.

Monitor the Clients tab to know if an invitation is still pending or if the user has already joined the organization/client.

Use the dropdown menus to cancel invitations or remove users from the client.

Granting access to domains

To grant access to a domains group to your clients:

  • Navigate to the Domains tab.
  • If you haven’t done so already, create a new group and optionally add some domains to it. Read Managing domains and groups to learn more about this.
  • At the right of the name of the group, click the three dots button to open the dropdown menu and choose Grant access (or Manage access).
  • In the dialog, choose which clients you want to grant access to this domains group to.
  • Click Update permissions to confirm.

To see a recap of the permissions you granted to a specific client, navigate to the Clients tab.

Note that if you don’t grant any permission to a client, the users belonging to that client won’t be able to see anything in the dashboard.

You can assign multiple domains groups to a client, and also assign a domains group to multiple clients.

Disabling a client

Sometimes you may need to disable access to a client without removing it from the dashboard.

To do so, follow these steps:

  • Navigate to the Clients tab.
  • Locate the client of your interest in the page and in the dropdown menu choose Disable client.
  • Read carefully the consequences of disabling a client and click Disable client to confirm.

Follow the same procedure to re-enable the client.

You won’t be able to invite new users, and users won’t be able to join this client, while the client is disabled.