This guide is tailored for Managed Service Providers (MSPs) utilizing MyITSpend. With this tool, effortlessly visualize your customers within your NaviStack and streamline contract management with just a few clicks.
To effectively manage MyITSpend, it's essential to have administrator privileges within your company.
If you're seeking to establish your profile, please refer to the Getting Started with Channel Program as a Service Provider (MSP) guide.
Vendor Contracts
Once you've assembled your stack with the products you use, it's common to seek clarity on your expenses by vendor or category (e.g., Cyber Security).
MyITSpend provides a unified dashboard, offering insights into your spending on contracts with vendors.
When adding your contracts, you can set up reminders for upcoming notice periods or renewals and attach your contract documents for easy reference.
Customers
The initial step, as you might expect, involves adding your customers. Without your customers, you won’t be able to fully utilize the available features.
You can add customers manually, one by one, by providing just three small pieces of information. Alternatively, you can opt for a CSV import, which only necessitates the inclusion of the company name.
Customer NaviStack
While your customer doesn’t have their individual stack, you still have the capability to track product rollouts, giving you insight into which vendor products or services have been deployed to each customer.
When adding products to your NaviStack, you can conveniently review which customers are utilizing the product. If you've already constructed your stack, you can easily revisit it to update which customers the current product has been rolled out to.
Invite users
If you have customer who would like to manage their own account, you can invite them to their profile.
With access the customer can maintain their company profile details, and contracts.
Customer Contracts
Whether you oversee contracts for your customers, or they manage them independently, the process remains seamless.
Just like your own contracts, when customer contracts are added to your system, you can set up reminders for upcoming notice periods or renewals and conveniently attach contract documents for easy reference.