Client portal set up gives the ability to launch PSA Portal to submit ticket requests from VSA Agents Menu. Opening tickets this way will directly link the ticket in PSA to the user's machine where the agent is installed and to the user itself. This functionality can be achieved by clicking on the VSA Agent Menu (System Tray Icon) and clicking the contact support menu item. The account associated with the agent will be the account that is linked to the computer regardless of who logs in.
- Active RMM Integration between PSA and VSA
- VSA Agent installed on the end-user machine
- Active assets synced in PSA.
Enable Access to Client Portal in PSA
- Navigate to Admin > Service Desk > RMM Integration Settings.
- Enable VSA Client Portal Access to Yes.
VSA Agent Configuration
Update the VSA Agent Menu to redirect to the PSA Client Portal.
Note: '+ 'sign is used to denote spaces. In the above example, hammound comp is the tenant with a space between these words.
- With this URL, users will be granted access to the PSA’s client portal without prompting for the credentials and create tickets directly from the portal.
- Once the setup is completed, the Contact Administrator option in the VSA Agent Menu will direct the workstation end-user to the PSA Client Portal.
- Access the VSA Agent menu.
- On your workstation, right-click the Kaseya icon in the system tray.
- Click Contact Administrator.
- Complete the registration form.
- Click Submit.
- A client portal user will be created for your username and email address. The page will auto log you into the new ticket page.
- If the Agent has any details filled in the Agent > Edit profile of VSA, this will be auto-filled in the registration form. Contacts in the VSA are associated with: Agent > Configure Agents > Edit Profile. When the end-user clicks on the Contact Administrator from the agent icon, the data will be automatically pulled.
- Additionally, if the user account was created in PSA and it needs any edits, the end-user can do it under Settings > My Profile:
- End-user access rights are controlled by the admins.
- Admins can instruct supported end-users to self-register for Client Portal access or create contacts in PSA and use batch actions to convert them to client portal users.
- These users will have to be associated with their respective assets in Service desk > Hardware assets to enable end-users to auto-login to the Portal.
- The asset should be linked to the account and contact of the end-user. Account and Location need to be the same in CRM and Asset.
When the end-users click the contact administrator, the form will be auto-filled with the contact details from PSA.
After clicking on Submit the contact will be converted to Client portal user and the user will be auto-logged to the portal
- Admins can create Client portal contacts in PSA and associated this contact with the related assets. End users will auto-login to their portal.
Info! Refer to this guide to understand the roles, access, and ticketing with Client portal access.
- If the contact email is present in PSA and the end-user is registering using the onboarding form, a new additional entry for this email will be created and marked as Client portal user.
- If the contact email is present in PSA and is marked as Client portal user, the registration form will throw a duplicate email found an error. Admins will have to manually register or associate the contact to the correct asset for portal setup.
- End users will auto-login to the portal's Edit ticket page.
- You can create ticket templates(Home > My templates )to ease the process of manual ticket creations.
- CRM > Contacts listing has a column that can be used to view contacts that have Client portal enabled