Encapto is a platform purposefully designed to help MSPs sell, activate and support managed services at scale - all while providing an intuitive and seamless customer experience. It includes:
- Encapto Unify - a simplified and branded customer self-service portal that improves customer experience.
- Encapto Sell, our eCommerce storefront where you can get to market quickly with subscription-ready IT propositions.
- And finally, Encapto Command lets you make the most of automation and APIs to streamline and manage every step of the product journey.
This guide will lead you through setting up Encapto MSP for the first time and get you familiar with the main features.
Connect to vendors
To being using Encapto MSP - we recommend reading 'Getting Started' guides of the vendors you are using under the 'Integrations' section. This will describe how Encapto integrates with the vendor, as well as configuration and templating options.
Create a portal for your lab
From there, you can begin setting up your own lab, by following the 'Link existing customers' guide.
If you don't have an existing lab, follow the instructions in the 'Onboarding customers' guide to create a new one.
Once your lab is setup, follow the 'Managing Customers' guide to understand your customer administration interface, as well as the ability to impersonate the customer to see their portal. Take a look at the customer portal guides to see all the features.
To create your own branded, self-service webstore for your customers, you will need to add the inventory you want to sell (see the Inventory Catalogue guide) and then configure and publish a webstore ( see Product Configurator guide)
Whether orders come from CSV (see 'Onboarding customers' guide) or from the webstore (see Product Configurator guide) , they all generate orders.
Generally speaking, orders create/update customer subscriptions or allocations of services and devices for a customer. They are made up of automated and manual steps. Encapto Command will automatically process orders, and will stop for any manual steps. Take a look at the Order Management guide for more information.
Once a 'new' order is complete, a new customer record and new subscription will be created. See the 'order types' guide for more information
The Customers tab is where you can see all the relevant information for your customers.
From here you can see and manage the primary contact, subscription, inventory and users for the customer account. Support staff can impersonate customers to get access to their portals.
Take a look at the Managing Customers guide for more information.