The following Help Center article is for Vanta's Managed Service Providers. For additional questions, email the Vanta Partner Team at msp@vanta.com

Welcome to the MSP Console. We’re excited to jump in with you, and we know you might want to know how to navigate the MSP Console. 

What is it and why do I need it?

The MSP Console is the "Shell" account that allows you to house and control all of your company admins, Demo accounts, customers, and billing information. You need the MSP Console if you want to have the capabilities to add customers, delete customers, Demo accounts, products, admins, features, and billing information.

Please note…

• By deploying a new customer account within your MSP console or adding a new product to an existing customer account, you agree to be billed monthly for the associated costs for a period of one year. Please note that charges applied to the payment method entered int he Billing page or the agreed upon net-30 invoice terms within the MSP Agreement. If you would like to register a deal or initiate a trial, please reach out to your Channel Manager directly or email our Channel Support Team at msp@vanta.com. 
• All accounts are subject to a 12 month contract. It is not possible to Delete/De-provision an account from within your MSP console during this time. 
• You must be an Admin within the MSP Console to add other admins, have access to the Opportunity page, delete customers, see all customers within your MSP Console. 

Quick 5-minute demo/walkthrough

Logging In

• If you only have your MSP Console and child accounts (Customers/NFR/Demo) within your MSP Console, log in at app.vanta.com or app.eu.vanta.com (if you’re in EMEA).
• If you have multiple Vanta accounts (outside of your MSP Console), SSO & MFA are not supported. You will also need to log in via email rather than SSO or MFA in order to show all the different available accounts you have access to outside of your MSP Console. 

Adding Customers or a Demo Account

• Once logged into your MSP Console you can add customers by Clicking the "Add Customers" button in the top right corner  
  • Type in the Customer's name & domain, company size, choose the package, framework, add-on products, confirm everything and once done click "Provision Customer" under the "Plan Summary"
  • If you need to change/edit the “Domain name” of a customer, please reach out to msp@vanta.com to request this.

Please reference this article if you have any questions regarding Packaged Pricing. If you need the Packaged Pricing Calculator or have any other questions please refer to the Partner Resource Center or email msp@vanta.com

• Demo Account: follow these steps. 

Editing the Customer/Account Display Name:

To perform this- you will need to log into the Customer's Vanta Account itself 

• Log into the Vanta Account you wish to edit
• Go to "Settings" icon on the top right of the screen
• Click on the "Information" Section
• Edit the "Display Name"
• Click "Update Information"
• This will update the name displayed in the MSP Console 

If you need to change/edit the “Domain name” of a customer, please reach out to msp@vanta.com to request this.

Adding Admins:

MSP Console Roles/Permissions: 

Add Users into the MSP Console:

• Go to the "User" tab at the left part of screen
• Type in their name and email address
• Choose which Role they will be
• Click "Add User" once completed (If you need to edit the name- please reference the "Edit User display name" section on this article) 

Please note: Once added, you will need to add this user/admin into any account you wish for them to have access into and manage (see below). They will not automatically have access to customer accounts within the MSP Console. 

Adding an Admin into a Specific Account/Customer

To perform this, you must have created the customer or be in the account you wish to edit as a "Teammate". 

This will allow the Teammate to become an admin in the account as well as have access to add features, add products, add other admins, and update headcount information 

• Make sure this person is added as a user within the MSP Console- (instructions above)
• Choose their role (Admin/Editor)
• Go to the customer/account you would like to add the admin
• Click on the arrow next to "Open App"

• • • Click on the "Team Members" section
    • Click the "Add team members" button
    • Choose User 

Once they are added as an "Teammate" into the account they will be able to login into the customer account, add features, add products, add other admins, and update headcount information.

Edit User Display Name

• In the MSP Console
• Go to the "User" tab at the left part of screen
• Click on the user you would like to edit
• Edit name as needed
• Click "Update" 

 

Add/Edit Products/Size for a Customer Account

To perform this, you must be an Admin within your MSP Console and a "Teammate" within the account you wish to edit. 

• Click on the arrow next to "open app" on the account 
• Click the ""Manage Plan" tab  
• Here it will take you back to the packages, frameworks, & add on page where you can edit/add products/size for the account.
• Once products/information has been updated press the "Update Plan" button to save

 

Edit the SOC2 TSC's for a Customer Account

To perform this, you must be a "Teammate" within the account you wish to edit. 

• Click on the arrow next to "open app" on the account you wish to edit
• Click the "Edit TSC" next to the "SOC 2" Product. There, you can choose which TSC's you'd like: 

 

Delete a Customer Account

As outlined above, all accounts are subject to a one year contract. Only when this time has been exceeded is there an option to Delete/De-provision an account. 

To perform this, you must be an Admin within your MSP Console. Deleting a customer will remove it from your MSP console, and remove your and the customer's access to this account. This action cannot be undone.

• Log into your MSP Console
• Click on the arrow next to "open app" on the account
• Make sure teammates/admins are deleted out of the account
• Click the "Delete Customer" 
• Select the reason for the deletion
• Click "Delete"

 

Register Opportunities 

Please reference this guide on "How to Register your Opportunities through the MSP Console" when registering your opportunity. 

 

Request Additional Discounts

As an MSP partner, you automatically receive a 20% discount on all products sold through your MSP Console. If you are ever needing to request additional discounts on a product or customer, you can do this on the “Manage Plan” page. 

• Click on the arrow next to "open app" on the account you wish to add products or request a discount.
• Click the ""Manage Plan" tab  
• Here it will take you back to the packages, frameworks, & add on page where you can edit/add products/size for the account.
• Once products/information has been updated, review in the “Plan Summary” and your monthly price. 
• Click the “Request one-off- discount” button and put in the % off you are requesting. (The discount request must be in multiples of 5 and between 5-100)
• Press the "Update Plan" button to save

Please note:

• One off discounts are sent to the internal Vanta Channel team who reviews and approves/ rejects the request. If the request is approved, it will be reflected in your MSP dashboard and show up in your monthly bill for that customer. 

If you decide to change a customer's plans (add/remove products, change the package) you will have to request a NEW ADDITIONAL DISCOUNT. Managing plan removes all previously approved discounts!

 

 

Add Your Billing Information for Automatic Billing

• Log into your MSP Console app.vanta.com or app.eu.vanta.com (if you’re in EMEA)
• Click the "Billing" Tab on the bottom left hand corner 
• This will take you to our Billing Information repository where you fill out your billing information