Customer Group

A customer group helps MSPs organize and manage customer accounts efficiently.

View Customer Groups details

As an MSP user, you can quickly track the details of all the customers in your MSP account by following these steps:

1. Log in to your Site24x7 MSP account.
2. Click the Admin > Customer Management > Customer Groups icon listed in the Dock.
3. The Customer Groups details page will be displayed.
4. From the Customer Groups details page, you'll be able to gather the following information:
   • Group's Name: Name of the MSP customer groups.
   • Customers: A list of customers allocated to each group.

Click the hamburger icon to set a customer group as the default. The MSP Admin can also assign users to that group.

Default Customer Group

This option enables MSPs to designate a customer group as the default group. When a customer group is set as the default, it automatically appears in the customer group drop-down on the Home and Alarms tabs, displaying data accordingly.

Assigning a Default Customer Group

Follow these steps for assigning a customer group as the default group:

1. Navigate to Admin > Customer Groups.
2. Click the hamburger icon on the Customer Groups page and select Default Customer Group. A pop-up will appear asking you to confirm setting this customer group as the default.
   Click Set as Default Group. Once the default is set, a Successfully Updated message will be displayed. A Default Group tag will be assigned to the selected customer group.
   
   
   Note

   • Only one customer group at a time can be set as the default.
   • If no default customer group is set, the customer groups on the Home and Alarms tabs will be listed in alphabetical order.

Associated Users

To view the users associated with a customer group, click the hamburger icon and select Associated Users.

Add Customer Group

A customer group lets you create unique customer rosters to facilitate better management of customer accounts. Every customer group can have a unique combination of customer accounts. Once a customer group is created, you can view the same under the Customer Groups' List View.

Follow these steps to create a customer group:

1. Log in to Site24x7 MSP.
2. Navigate to Admin > Customer Management > Customer Groups.
3. Click Add Customer Group. 

4. In the Add Customer Group pop-up window, specify the following details:

   • Group's Name: Name of the customer group.

   • Associate Customers: Link up to 20 customer accounts that you want to manage within this group. A customer account can only be linked to one group and cannot be associated with multiple groups. Each group must have its own unique set of customers. 

     Note

     When a customer is mapped to a group, their name will appear grayed out in the list. You will only be able to select customers who are not yet associated with any group.

5. Once completed, click the Save button to create the customer group.
6. You can modify or delete an existing customer group by clicking the group from the Customer Groups list. Users can also be dissociated using the Edit Customer Group form. Learn more.
   
   Note

   Say your customer account (linked with a customer group) gets associated with an MSP user. A single MSP user can be associated with 10 customer groups. 
   You can manually disassociate the MSP user from the customer account by navigating to the Customer’s User & Alerts Management form and then deleting the MSP user.

   

Delete Customer Group

You can delete a customer group by clicking the Delete button. A customer group can only be deleted if it is not associated with any customer(s).

Edit Customer Group

You can edit the customer group by selecting it on the Customer Groups details page. Click the Save button to store the updated information.