Overview of account management
Nerdio Manager allows MSPs to manage customer accounts. This includes importing customer accounts from Partner Center, changing the account name or logo, viewing the account logs, or adding notes.
Import customer accounts from Partner Center
Nerdio Manager allows you to import one or more customers linked to a Partner Center account.
To import customer accounts from Partner Center:
At the MSP level, navigate to Accounts.
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From the Accounts section, select Import from Partner Center.
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From the Select customers tab, select the customer(s) you want to import.
Note: You can also use the filters for Search for customers, Select GDAP State, or select the box for Include Already Imported Customers.
Select Next.
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From the Permissions tab, type the details for the GDAP request:
Name: Type a name for the GDAP request.
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Auto-Extend: Select the toggle to enable or disable auto-extend.
Note: Auto-Extend is optional and does not need semi-permanent permissions to function.
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Duration (days): Type the number of days that this GDAP request is valid for.
Note: See Customer approval of partner GDAP request for more information on GDAP approval requests.
Select Next.
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From the Finalize tab, review the details you have entered.
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Select Save & close.
Note: The invitation URL can be retrieved from pending invites. It can be approved by a global admin in the customer's tenant. Once accepted, the customer account is added.
Manage an account
Once an account has been created, MSPs may manage the account.
To manage an account:
At the MSPÂ level, select Accounts.
Locate the account you wish to manage.
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From the action menu, select the desired action.
Logs
Logs allows you to view the account's logs.
Notes
Notes allows you to add notes as needed.
Note: You can have a maximum of 4000 characters in the notes. The text format can be alphanumeric (lower /upper case alphabets, numbers) or special characters.
Change name
Change name allows you to change the account name as needed.
Set IUL
Set IULÂ allows you to set the account as an Internal Use License (IUL). See What Is an Internal Use License (IUL)? for details.
Enable limited access
Enable limited access allows you to switch the account to what's called a Limited Access mode to restrict permissions granted to the Nerdio Manager enterprise app in the customer's Azure tenant.
Note: Accounts in limited access mode have reduced functionality. For example, Users & Group management is not available. In addition, accounts in limited access mode do not have access to all the Intune Device Management features. See Overview of Intune Device Management for details.
Warning: This is an irreversible operation.
Destroy
Destroy allows you to destroy an account. This action only removes the account record from the Nerdio Manager database. It does not make any changes to the customer's Azure environment. You need to manually remove any resources that are left behind.
Upload logo
Upload Logo allows you to upload the account's logo.
Reset logo
Reset Logo allows you to reset the account's logo to this:
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