Managing the Customer Portal

After enabling the Customer Portal, you can manage customer access and maintain individual customer workspaces from a single location. This page explains how to add customers, configure Customer Portal settings, switch between customer accounts, terminate a customer portal when needed, and troubleshoot common issues related to customer management.

Migrating to the Customer Portal

If you are currently using CloudSpend without the Customer Portal and wish to enable it, you can migrate your organization to the Customer Portal model. Follow the steps below to complete the migration process:

Enable Multi Portal migration

Review and confirm the migration request

Migrate from User Management

Migration completion

  • At least two admins must confirm the migration request to enable the migration. If the account has only one admin, a single confirmation is enough.
  • Each customer portal is limited to 10 customers by default. Contact support to increase this limit.

Viewing the Customer Portal

To access a specific customer account, use the filter drop-down located at the top-left of the Customer Portal index page. This allows you to search for and focus on the customer account you wish to manage. Additionally, if you wish to work across multiple customer accounts simultaneously, you can open each one in a separate browser tab by clicking the desired customer account name.

Creating a Customer Portal

To create a new Customer Portal, follow the below steps:

  1. Login to CloudSpend and navigate to the MSP tab.
  2. On the MSP page, click Add Customer.
    MSP tab
  3. On the Add Customer Portal page, enter the following details:
    1. Display name:Enter the name you want to use to identify this customer inside the Customer Portal.
    2. Email address:Enter the customer’s primary email address. This will be used for portal access, communication, and onboarding.
    3. Invite This Customer to Access Customer Portal:Enable this if you want the customer to receive a portal access invitation right away. If left unchecked, you can invite them later.
    4. Mobile Number:Enter the customer’s contact number. Choose the country code first, then type the number. This will be used for verification or communication if required.
    5. Industry: Select the industry the customer belongs to. This helps classify accounts in your MSP view.
    6. Country or Region:Choose the customer's location.
    7. Account Level Language: Select the language the customer will see when they log in to their portal. This sets their default UI language.
    8. Time Zone:Choose the customer’s preferred time zone. Billing periods, scheduled reports, and timestamps will follow this time setting.
    9. Associate Users:Select the MSP user (usually an admin or account owner) who will be linked to this customer. This helps manage responsibility and visibility for the account.
    10. Customer Login Portal: This shows the login path the customer will use. It is usually created automatically based on your portal settings and white labeling configuration.
    11. Captcha:Enter the characters shown in the captcha box.
      Add Customer page
  4. Click Save.

Once saved, you can view the customer account you created on the Customer Portal page.

Customer Portal Settings

The CustomerPortal Settings page lets you configure core identity and branding details for your master MSP account. These settings define how the portal appears to customers, what domain they access, and how your MSP’s contact information is displayed. It helps maintain a consistent branded experience across all customer portals and ensures that communication and login details align with your preferences. You can view the Portal Settings page from, Admin > General section.

Once you apply the changes, click Save.

Editing customer details in the Customer Portal

To edit customer details:

  1. On the Customers page, click the hamburger icon next to the respective customer's name.
    Edit Customer
  2. On the Edit Customer page, make the required changes and click Save.

Accessing a customer's portal through the portal link

The Portal Link option appears for customers who have portal access enabled. This link is the direct login URL for that specific customer’s portal. When an MSP adds a customer and chooses to allow portal login, CloudSpend generates a unique login path for that customer under the MSP’s domain or custom domain.

Selecting Portal Link opens this login URL in a new tab. You can share this link with the customer if they need quick access to their portal or if they did not receive the invite mail. This link always points to the customer’s own login page and is tied to the branding, domain, and settings configured in the CustomerPortal Settings section. It helps MSPs quickly verify the customer’s portal setup and guide customers during onboarding.

To access the Portal Link:

  1. On the Customers page, click the hamburger icon next to the customer name.
  2. Select Portal Link to open the customer’s portal login page and provide the necessary credentials to access the customer's portal.

Terminating a customer

To terminate a customer:

  1. On the Customers page, click the hamburger icon next to the respective customer account name.
  2. Select Terminate or on the Edit Customer page, click Terminate Customer.
    Terminate Customer
  3. In the Terminate Customer Portal pop-up, enter the following details:
    1. Reason for Termination:Select the reason for terminating the customer portal.
    2. Feedback: Share any comments or suggestions related to the termination.
    3. Enter Captcha:Enter the displayed captcha text for verification.
  4. Click Terminate My Customer Portal to permanently delete the selected customer account.
  5. Click Cancel to exit the dialog without taking any action.
Terminating a Customer Portal will permanently delete all associated cost accounts, Cost Centers, Checks, and Reports in CloudSpend and the corresponding Cost Centers portal in Site24x7. This action is irreversible and will result in a complete loss of related configurations and data.

Switching between customer accounts

You can switch between customer accounts from any module page in CloudSpend. By default, you'll start in your default customer account.

To switch to another customer account:

  1. Click the customer account drop-down at the top-right of the page.
  2. Select the customer account you wish to switch to.
    Switch customer account
  3. You will be instantly switched to the selected customer's account, without leaving your current page.

Customer accounts from Site24x7 are not shown in CloudSpend

If you are an MSP using Site24x7 and you already have customer accounts set up there, you will notice that these accounts do not appear in the CloudSpend Customer Portal. This is an expected behavior.

CloudSpend does not currently sync or import customer accounts that already exist in Site24x7. Even if your MSP account is linked across both products, the Customer Portal in CloudSpend will only show the customer accounts you create inside CloudSpend. This setup keeps the two systems separate. Any customer you create or manage in CloudSpend remains independent from the ones you have in Site24x7.

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