Managing Clients in the Partner Portal

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Scope

This article discusses the features of the Manage Clients page on partners.dattobackup.com. 

Overview

From partners.dattobackup.com, select the Admin tab, then select Manage Clients in the drop-down menu.

Figure 1: Selecting Manage Clients

The Manage Clients page has two options: Set Branding and Create Client

Figure 2: Manage Clients

Creating a new client

The Create Client button opens the create client screen. Enter the client name and click Create Client. 

Figure 3: Create a new client

On the Manage Clients page, you can link clients' business continuity and networking devices. You can also add users to help monitor client devices. 

Figure 4: Manage Clients page

Linking a new business continuity device

Click the Link Devices button, then enter the device hostname or serial number in the pop-up field, and click Link Devices.

Figure 5: Link business continuity devices

Linking a new user

Click the Link Users button, then enter the user's information (each user requires a unique username), and click Link Devices.

Figure 6: Linking a new user

Setting branding

The Set Branding button opens the Customize page. Here, under Global, you can choose how to identify your devices, choose a personal portal background, set custom background images for all your clients, and apply a logo image for all your clients. 

Under Local, you can choose the sorting criteria for your devices, choose the format in which local storage is displayed, choose backup thresholds, and determine how many devices will be displayed per page. 

Only the primary account can access the Set Branding page.

Figure 7: Customize page


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