Service Portal Layout (Menu)
Case Management (Tickets)
- Open/Closed/On hold (Attachments should be located in Secure Document Portal and linked to the ticket)
- Open/Closed/On hold project visibility
- Ability to download a project to CSV functionality
Document Management (Secure Document Portal space unique to each customer)
- Secure Document Portal (Case Attachments should go here but linked to tickets)
- Other types of documents: Should also include RCAs for customers.
- MSP Obligation Reporting. e.g. Security Reports (linked to Reporting)
I can work directly with any premier team you have on this we just need it complete.
These below are all nice things to have we need the above areas complete asap please.
Roles & User Account Management
- Service Portal Access
- AWS Access
- Current & Historical visibility to Monthly Invoices
- Billing Worklog Reporting
- Ticket Reporting
- Project Reporting?
Support & Contact Info
- How-to Articles (Support Process, SLA, Change Management) – This should be linked to an existing external documentation space so we only have to update these documents in one place each year.
- How to contact Support, Accounting, Escalation, etc.