Partner Portal

To start the Hosted-CentreStack version, the first thing to do is to acquire a CentreStack partner account and login to the web portal.

_images/image_s2_1_1.png

CentreStack WEBSITE

The Partner Portal is the centralized place to manage the managed service provider’s (MSP’s) clients. The activities on the partner portal include creating Tenants and managing Tenants.

_images/image_s2_1_2.png

PARTNER LOGIN

After logging into the Partner Portal, you can see most options by expanding the left-side menu. (1) From the collapsable menu, choose one of the two hosting options: “Private CentreStack” (2), which is for the self-hosted CentreStack, or “Hosted CentreStack” (3). In the image below you can see that we have already “Branded” this account with “ACME Cloud Services” (4) (see “Branding” section below for more information). You can also access useful information here, such as “Compare self-hosted and hosted options” (5), “Configure ConnectWise Integration” (6), and “Training Videos” (7) to help you get started.

_images/image_s2_1_3.png

PARTNER DASHBOARD

Because this guide is focused on our “Hosted” solution, choose the “Hosted CentreStack” option from the left panel.

_images/image_s2_1_4.png

HOSTED CentreStack TENANT MANAGEMENT

Tenant Management

After you are in the Hosted CentreStack section, you can view the Tenant manager.

Note

A Tenant is usually mapped to a client of yours.

New Tenant

To start creating the first Tenant, you can use the “New Tenant” button.

_images/image_s2_1_5.png

CREATE A NEW TENANT

During the creation of a Tenant, it asks for basic Tenant-related information such as company name, contact name, email and other information.

If you need to get to the advanced section to further customize the creation of the Tenant, you can click on the “Settings” icon on the top right of the dialog.

_images/image_s2_1_6.png

NEW TENANT SETTINGS

Advanced Settings

For MSPs and the Tenant internal IT staff, there is a division of work and responsibility. Sometimes managed service providers do more work and have more responsibility, but other times the Tenant IT staff has more. The Advanced Settings defines how the work is divided between these two entities.

  • View and edit group policy

    Whether the Tenant itself (Tenant Administrator) can manage group policy.

  • Allow Tenant to edit branding setting

    Normally the Tenant will pick up the service provider’s default branding setting. If this setting is allowed the Tenant can define their own branding.

  • Edit Tenant Administrator info

    Tenant admin can change the email and the name of the Tenant administrator.

  • Allow creation of guest users

    The Guest user is related to files and folder sharing. This setting allows Tenant users to create guest users.

  • Show Data-At-Rest Encryption configuration page (Requires empty storage container)

    This option allows Tenant to set encryption upon the first use. The Tenant will enable the encryption with a pass phrase.

  • User License Count

    By default, the Tenant user count can be anything above 3 users.

  • Hosting Data Center

    If a managed service provider has both self-hosted CentreStack environment and Hosted CentreStack, the managed service provider can leverage self-hosted CentreStack to create Tenants.

After a Tenant is created, you can click the top right “Hamburger Menu” to manage the Tenant.

_images/image_s2_1_6a.png

MANAGING YOUR TENANT

Branding

You can create the branding and then apply the branding information to your Tenants.

_images/image_s2_1_6b.png

PARTNER BRANDING SETTINGS

Apply Branding to the Tenant

Default branding is applied this way: Click the hamburger menu on the Tenant, then choose “Apply Partner Branding Settings”

_images/image_s2_1_7.png

APPLY PARTNER BRANDING

If the Tenant is allowed to change the branding, this can be done from the Tenant dashboard.

_images/image_s2_1_8.png

ACCESS TO TENANT BRANDING

Once you are in the Branding Settings, you can choose a settings group from the top-left menu. The setting categories are: General, Web Portal, Client Download, Windows Client, Mac Client, and Emails.

_images/image_s2_1_9.png

TENANT BRANDING SETTINGS

After the branding is created, you can apply the branding to a specific Tenant. In this example, we created a new logo and uploaded it to the logo section in the partner portal.

_images/image_s2_1_10.png

REPLACE THIS

After that, we can apply the branding and you can see the difference before-branding and after-branding.

Before - Default

_images/image_s2_1_11a.png

DEFAULT BRANDING

Now - Your Branding

_images/image_s2_1_12a.png

CUSTOM BRANDING