{"id":91935,"date":"2023-06-26T12:14:43","date_gmt":"2023-06-26T16:14:43","guid":{"rendered":"https:\/\/jumpcloud.com\/?post_type=support&#038;p=91935"},"modified":"2024-07-24T16:59:21","modified_gmt":"2024-07-24T20:59:21","slug":"account-management-msps","status":"publish","type":"support","link":"https:\/\/jumpcloud.com\/support\/account-management-msps","title":{"rendered":"Account Management for MSPs"},"content":{"rendered":"\n<p>Managed Service Provider (MSP) Admins can manage their Multi-Tenant Portal (MTP) account information from one spot. Add payment information, see license usage, set users caps and more from the <strong>Account Management<\/strong> tab.<\/p>\n\n\n\n<p><strong>Prerequisites<\/strong>:&nbsp;<\/p>\n\n\n\n<ul>\n<li>An Admin with Billing role is required to edit the user cap for an org, and be able to download the contract and view your licensing information.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-account-management-tab\"><strong>Account Management Tab<\/strong><\/h2>\n\n\n\n<p><strong>To use the Account Management tab:<\/strong><\/p>\n\n\n\n<ol>\n<li>Log in to your <a href=\"https:\/\/console.jumpcloud.com\">MTP<\/a>.<\/li>\n\n\n\n<li>Click the <strong>Account Management<\/strong> tab.<\/li>\n<\/ol>\n\n\n\n<p>There are five main sections:<\/p>\n\n\n\n<ul>\n<li><strong>Account Overview<\/strong><\/li>\n\n\n\n<li><strong>Settings<\/strong><\/li>\n\n\n\n<li><strong>Payment History<\/strong><\/li>\n\n\n\n<li><strong>Billing Information<\/strong><\/li>\n\n\n\n<li><strong>Usage<\/strong><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-account-overview-nbsp\"><strong>Account Overview&nbsp;<\/strong><\/h3>\n\n\n\n<p>Under the <strong>Account Overview<\/strong> tab, you can find your <strong>Provider ID<\/strong> and <strong>API Key<\/strong>. Click the &#8216;eye&#8217; icon to see your full <strong>Provider ID<\/strong>, or the &#8216;double page&#8217; icon to copy the ID directly to your clipboard.<\/p>\n\n\n\n<p><strong>API Keys<\/strong> are only displayed at the time they\u2019re created. If you haven\u2019t generated an API key yet, you will have the option to&nbsp;<strong>Generate New API Key<\/strong>. Make sure to store it in a secure place, like&nbsp;<a href=\"https:\/\/jumpcloud.com\/support\/get-started-jumpcloud-password-manager\" target=\"_blank\" rel=\"noreferrer noopener\">JumpCloud\u2019s Password Manager<\/a>&nbsp;so you can access it when you need it. You can&nbsp;<strong>Generate New API Key<\/strong>&nbsp;at any time.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-cgb-notification-card-wysiwyg notification-card warning\"><div class=\"notification-card-content\"><div class=\"notification-card-icon\"><p><img decoding=\"async\" src=\"\/wp-content\/themes\/jumpcloud\/assets\/images\/gutenberg-blocks\/warning-icon.png\" \/><\/p><\/div><div class=\"notification-card-copy is-type-body-default\"><div><strong class=\"notification-card-type\">Warning:<\/strong> \n<p>Once a new API key is generated, it will revoke access to the current API Key. This will render all calls using the previous API Key inaccessible and you will need to update any integrations with the new API key. See <a href=\"https:\/\/jumpcloud.com\/support\/jumpcloud-apis#generating-a-new-api-key\">JumpCloud APIs<\/a> for a list of affected integrations.<\/p>\n <\/div><\/div><\/div><\/div>\n\n\n\n<p>You can also set an expiration time for your API key, see <a href=\"https:\/\/jumpcloud.com\/?post_type=support&amp;p=112684&amp;preview=true#to-set-a-time-to-live-(ttl)-for-your-api-key:\">Set a Time to Live for your API Key<\/a> to learn more. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-settings\">Settings<\/h3>\n\n\n\n<p>You can enable Global MFA Requirement for all admins from here. See <a href=\"https:\/\/jumpcloud.com\/support\/manage-admins-in-mtp\">Manage MSP Admins in the MTP<\/a> to learn more. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-payment-history\"><strong>Payment History<\/strong><\/h3>\n\n\n\n<p>Under the <strong>Payment History<\/strong> tab, you can download your invoice as a CSV, see the Due Date, Status and Amounts Billed, Paid and Owed all in one place.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-billing-information\"><strong>Billing Information<\/strong><\/h3>\n\n\n\n<p>Create a default payment method and never worry about a missed payment again. See <a href=\"https:\/\/jumpcloud.com\/support\/manage-payments-in-mtp\">Manage Payments in the MTP<\/a> to learn more.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-usage\"><strong>Usage<\/strong><\/h3>\n\n\n\n<p>Admins can see information about their account usage like high-water mark, number of users and devices, and edit account details here. You can also put a cap on how many users each tenant org can have in the MTP. Once a cap is set, additional users can\u2019t be added to the org that exceed the capped amount of users, helping prevent overage charges.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-license-usage\"><strong>License Usage<\/strong><\/h3>\n\n\n\n<p>JumpCloud MSP customers that have signed up for a number of committed users can see their available and consumed user licenses, along with the ability to download their JumpCloud contract from here.<\/p>\n\n\n\n<p><strong>Considerations<\/strong>:<\/p>\n\n\n\n<ul>\n<li>This functionality is only available to customers who have purchased in bulk.<\/li>\n\n\n\n<li>If you think you are on a bulk purchase agreement and don&#8217;t see this on your MTP, please contact your account manager.<\/li>\n<\/ul>\n\n\n\n<p>The donut chart will display how many users you have added across all your organizations of your total committed number. Once you\u2019re approaching your license limit, the chart will turn orange. Once you\u2019ve exceeded your limit, the chart will turn red.&nbsp;<\/p>\n\n\n\n<p>Next to the donut chart will be the JumpCloud package that you\u2019ve selected, what\u2019s included, and the option to <strong>Download Contract<\/strong>. This is saved as a PDF. If you have questions about your contract, contact your account manager.&nbsp;<br>You can also see your total number of user licenses available under the <strong>Users<\/strong> tab, in the top right-hand corner. This is updated hourly.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-setting-or-editing-user-caps-on-orgs\"><strong>Setting or Editing User Caps on Orgs<\/strong><\/h2>\n\n\n\n<p><strong>Prerequisites<\/strong>:<\/p>\n\n\n\n<ul>\n<li>An Admin with Billing role is required to edit the user cap for an org.<\/li>\n<\/ul>\n\n\n\n<p><strong>Considerations<\/strong>:<\/p>\n\n\n\n<ul>\n<li><strong>No User Cap<\/strong> is selected by default. Admins can specify a user cap at any time.<\/li>\n\n\n\n<li>It\u2019s possible to set a cap value that\u2019s less than the number of current users. If this is done, then no additional users can be added until the number of users falls below the cap limit.&nbsp;<\/li>\n\n\n\n<li>An MSP Admin can set a user cap above the number of licenses they originally purchased to allow for user growth and associated overages. The cap sets the amount of growth\/overages allowed.<\/li>\n<\/ul>\n\n\n\n<p>The Account Usage lists all client orgs along with information about:<\/p>\n\n\n\n<ul>\n<li><strong>Last months High-Water Mark (HWM)<\/strong><\/li>\n\n\n\n<li><strong>Current number of users&nbsp;<\/strong><\/li>\n\n\n\n<li><strong>Current number of devices<\/strong><\/li>\n\n\n\n<li><strong>Current High-Water Mark (HWM)<\/strong><\/li>\n\n\n\n<li><strong>User Cap<\/strong>\n<ul>\n<li>Under the User Cap column, orgs without a user cap will show No User Cap, while any orgs with caps will display the current user cap value.<\/li>\n\n\n\n<li>A red <strong>LIMIT REACHED<\/strong> will appear next to orgs that have reached their user cap.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>An orange <strong>NEAR LIMIT<\/strong> badge will appear next to orgs that are 10 users away from reaching their user cap.<\/p>\n\n\n\n<p><strong>To set or edit user caps:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" width=\"767\" height=\"1024\" src=\"https:\/\/jumpcloud.com\/\/wp-content\/uploads\/2023\/06\/MTP_Account_UserCap-767x1024.png\" alt=\"\" class=\"wp-image-91970\" style=\"width:384px;height:512px\" srcset=\"https:\/\/jumpcloud.com\/wp-content\/uploads\/2023\/06\/MTP_Account_UserCap-767x1024.png 767w, https:\/\/jumpcloud.com\/wp-content\/uploads\/2023\/06\/MTP_Account_UserCap-225x300.png 225w, https:\/\/jumpcloud.com\/wp-content\/uploads\/2023\/06\/MTP_Account_UserCap-768x1026.png 768w, https:\/\/jumpcloud.com\/wp-content\/uploads\/2023\/06\/MTP_Account_UserCap.png 900w\" sizes=\"(max-width: 767px) 100vw, 767px\" \/><\/figure>\n\n\n\n<ol>\n<li>Log in to your <a href=\"https:\/\/console.jumpcloud.com\">MTP<\/a>.<\/li>\n\n\n\n<li>Click on the <strong>Account<\/strong> <strong>Management<\/strong> tab &gt; <strong>Usage<\/strong>.<\/li>\n\n\n\n<li>Find the org that you\u2019d like to edit, then click <strong>Edit<\/strong>. The org details will display in a new window. You can also <strong>Search<\/strong> or <strong>Filter<\/strong> for specific orgs if needed.&nbsp;<\/li>\n\n\n\n<li>In the <strong>User Cap<\/strong> field, select <strong>Cap Users at ___<\/strong>, and enter a number between 1 and 10,000.<\/li>\n\n\n\n<li>Click <strong>Save<\/strong>.<\/li>\n\n\n\n<li>After the user cap is saved, the amount displays next to the org under the User Cap column.<\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-cgb-notification-card notification-card note\"><div class=\"notification-card-content\"><div class=\"notification-card-icon\"><p><img decoding=\"async\" src=\"\/wp-content\/themes\/jumpcloud\/assets\/images\/gutenberg-blocks\/note-icon.png\" \/><\/p><\/div><div class=\"notification-card-copy is-type-body-default\"><p><strong>Note:<\/strong> If a tenant org Admin attempts to add users that exceed the user cap, they will be prompted to contact their MSP Admin.<\/p><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Managed Service Provider (MSP) Admins can manage their Multi-Tenant Portal (MTP) account information from one spot. Add payment information, see [&hellip;]<\/p>\n","protected":false},"author":207,"featured_media":0,"template":"","meta":{"_acf_changed":false,"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","inline_featured_image":false,"footnotes":""},"support_category":[2951,2849],"support_tag":[],"coauthors":[2843],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.9 (Yoast SEO v22.9) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Account Management for MSPs - JumpCloud<\/title>\n<meta name=\"description\" content=\"JumpCloud MSP Admins can manage their MTP account information from one spot. 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