The Partner Panel is where you as a partner can create and manage customer accounts, get a static overview of the status of your partner account, and view audit logs. 

Partner accounts are created with the Keepit Cloud Backup product. All accounts created under this account automatically inherit this product.

This product offers access to:

  • Users
  • Reports
  • Audit

Users

The Users page is where you can see your user account overview as well as all subaccounts.

When searching for users, keep in mind that only customer IDs or email addresses can be used. You cannot search by user role accounts - only by the primary user account (the Partner or Master Admin role that the account was created with).

To search all levels, select the Include all subaccounts in search checkbox.

This is also the page from where you create, edit, and delete accounts. For more information, see: Create, edit, or delete a customer account

From here you can also add users (tokens) to an account. For more information, see: Add a user to a customer account

For each customer account, you can find an overview of the connectors and tokens, as well as information about the time of the last backup and the size of the backup.

Note: The Reports connector is automatically created when the first report is generated. This is not tied to any specific connector.

Reports

The Reports page shows a static overview of what the status is of a Partner Account and all of its subaccounts at a specific point in time. 

For more details, see: How to use Reports

Audit

If you are logged into the Partner Panel, you can see all the actions performed by the partner account as well as by all users in all of your subaccounts.

The audit log records user events, such as sign in or failed sign in attempts, creation or deletion of new users, as well as connector events, backup and restore jobs, etc.

Account Details

Your account details can be accessed by selecting the person icon in the upper-left corner. Here you can see you account name and email, and the product that is assigned to you account.

Users

Select Users to see a list of users who have access to your partner account and to create, edit, or delete user tokens.

Please note that each time a Partner account is created, in addition to the primary user login token, a session token Anonymous Parent is automatically created. This user role is used only by the Keepit system - no real person has access to your account. We recommend you don't edit or delete this user.

Settings

Select Settings to view and edit your account information, such as your name, email, and password.

Creating a connector for a customer

Connectors cannot be created through the Partner Panel. To create a connector for a client, log in to Keepit with the customer's Master Admin credentials. 

Refer to our documentation on creating connectors:

For a step-by-step guide to create an Office 365 connector, click here

For a step-by-step guide to create a Dynamics 365 connector, click here

For a step-by-step guide to create a G Suite connector, click here

For a step-by-step guide to create a Salesforce connector, click here