Setting Up Your MSP
Resources >> User Guides >> New MSP Setup | Return to User Guides
Login to the Blacksmith portal. <Login Link>
From the Blacksmith dashboard, navigate to SETTINGS.
Configure MSP branding, including custom URL, application name, and logos.
Choose to enable (default) or disable the end-user training module.
Configure company security settings, including Single Sign-On and SCIM.
Configure integration settings (i.e. ConnectWise integration to turn the Compliance Roadmap into a project in CWM).
Add users and assign roles.
The Admin role grants access to the entire platform. The Client Admin role lacks administrative functionality, but the user can still manage clients and add clients. The Client Technician (Client Tech) role can manage clients, but isn’t permitted to add new clients.
That completes the basic steps of adding your MSP to the portal!
If you have any further questions, don’t hesitate to contact your account manager, or return to the User Guides section for more helpful articles.
Resources >> User Guides >> New MSP Setup | Return to User Guides
