Create Folders

The tree structure shows folders and customer instances in insertion order on the left-side panel in the MSP Portal.

Key Points

• Decide on the organizational logic before creating the tree structure (e.g., region, MSP rep, etc.).
• You can adjust folders and instances anytime using the click-and-drag method on folder or instance objects.
• Moving a folder also moves the instances and folders beneath it.
• Folders should have unique names. Trying to create a folder with the same name as another at the same level results in an error.

Add Folders

To add folders:

1. Log in to the MSP Portal.
2. Hover over the desired MSP object or existing folder.

3. Select the Add Folder icon to the right of the name.

   

4. Enter the folder name.

   

5. Select Create.

The new folder appears under the object.