Accessing MSP User Emails on the Client Dashboard
EH

Elizabeth Hanfman

Created May 21, 2024

Accessing MSP User Emails on the Client Dashboard

Navigate between the MSP dashboard and the clients' accounts.

4
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Email Vault

8 Steps
1

Click on Client Dashboard

Click on Client Dashboard
2

Click on a client Name listed in any of the dashboard panels.

Click on a client Name listed in any of the dashboard panels.
3

This will take you immediately to the client's Email Vault account.

This will take you immediately to the client's Email Vault account.
4

To navigate back to the MSP Dashboard or to another client account click on the Client name at the top of the screen.

To navigate back to the MSP Dashboard or to another client account click on the Client name at the top of the screen.
5

A drop-down will appear with a Search bar and a list of names.

A drop-down will appear with a Search bar and a list of names.
6

You can quickly search for a client's name in the search bar.

You can quickly search for a client's name in the search bar.
7

The MSP account will always be listed at the top so you can return easily to the Dashboard.

The MSP account will always be listed at the top so you can return easily to the Dashboard.
8

Clicking on any name will take you directly to that account.

Clicking on any name will take you directly to that account.
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