Super Account Settings

Proper management of client accounts requires an understanding of navigation in Fortra VM.

Switch Between Accounts

When logged into Fortra VM, the initial Dashboard, Menus, and Account Profile information will access the MSP account.

To access a list of all available client accounts, select Client Ops > Accounts from the left navigation menu. Select an account name to view or modify the account.

Navigation from this point will display the client’s Dashboard, Menus, and Account Information.

NOTE: One difference between a parent MSP account and a client account is the client dashboard header is blue, as seen below. MSP super accounts feature a gray header.

The top of the side navigation menu now shows an ACTIVE CONTEXT item and displays the client name. This will be visible any time a client account is engaged. To exit the client account select the Close button x to return to the parent MSP account.

Configuration Settings

You can modify and set configuration settings for MSP Super accounts through the Settings page.

From the navigation menu, select Account > Settings. Scroll down to the MSP Configurations section which is located after the Account Trial Management.

Modifiable settings for the Super Account include:

  • Ability to manage MSP configurations
  • Ability to create Super accounts
  • Max Super account creation limits
  • Max Super depth limits
  • Ability to create General accounts
  • Max General account creation limits
  • Ability to create Trial accounts
  • Max Trial account creation limits
  • Access to the Public Trial API
  • Ability to provide Trial services to MSP customers
  • Subscription enforcement, services that can be offered
  • Max sellable IP limits for VM, PT, PCI, ATS, and WAS
NOTE: Ensure the correct client account is engaged when providing customer service to prevent incidental mistakes in MSP Super Account.

Subscription Usage

You can now view and track subscriptions usage for the client with the newly added Subscription Usage breakdown.

  1. From the navigation menu, select Account > Account Profile.

  2. The table is in the Subscription Usage section.


Users & Roles

  1. Navigate to Account > Users.
  2. Select + New User.
  3. Complete User Information fields for Full name, Email, and Role.

  4. As a Role is selected, the corresponding User Permissions will display below. Access features (or permissions) each Role is granted displays by way of the ON and OFF toggles.

Each user on your super account can be granted different levels of access to Fortra VM.

Roles are defined and set under Account > Roles.

Custom roles can be created by selecting + New role. Here you can define privileges for roles and define a rule set for your operation.

  1. Define a Role Name and Description.
  2. Use the toggle switches to select ON or OFF for each one of the User Permissions.

  3. Use Users With This Role to select appropriate users and click Save.