As of October 24, 2023, we've consolidated several services and tasks within x360Recover Manager.
This means you can now manage your x360Recover client accounts directly within x360Recover Manager - and you'll no longer need to login to multiple portals.
Where will I manage client accounts in x360Recover Manager?
The dashboard in x360Recover Manager lets you handled a variety of client-related tasks, including adding, editing, deleting and temporarily disabling client accounts.
STEP 1. To find these client-related tools, log into your x360Portal Dashboard.
STEP 2. Select the x360Recover tile to launch the x360Recover Manager (RMC) dashboard.
How do I add a client in x360Recover Manager?
There are several methods available to add a client in Manager.
a. One method is to use the Add Client button on the dashboard:
b. A second method involves clicking the Clients tab in the left navigation and then selecting Add Client from the main Clients page:
Click Add Client to open a popup dialog box.
On the Add Client page, complete the following client details:
- Client Display Name: This identifier for this client will be used in x360Recover Manager. This setting can be modified after creation. Client Display Name can be edited at any time.
Client Code (Optional): This provides a unique identifier for this client, which will be used in the vault and appliance user interfaces. If you do not specify a client code now, one will be generated for you based on the Client Display Name you choose.
- Please note: Client Code can only be customized during initial client creation. Client Codes cannot be changed after creation.
- Notifications: This will toggle which identifier is used in email and PSA alerting. This setting can be modified after creation.
You also have the option to create a Client-level Login for an end-user. This login, if configured, allows this end user to log in to x360Recover Manager to view and perform recovery operations for their protected systems.
- If you opt to create a client-level Login account for this user, they will also be able to log in to the Recovery Center and Bare Metal Restore utilities to perform recovery operations for Direct-to-Cloud protected systems.
Note: You can also add & manage these client-level accounts in the Users tab of x360Recover Manager.
Note: If you are creating the client for a new appliance-based deployment, do not forget to assign licensing on Licenses page. See: Manage licenses in x360Recover Manager for details on the new workflow for adding a new appliance.
How do I edit a client in x360Recover Manager?
If you wish to edit the details of a client, you may do so from the Clients page.
First, click the Clients tab in the left navigation on the Dashboard.
Then, when the Clients page is displaying all available clients, click the desired client. This will open the options menu.
Now, click Edit Client.
Note: You can only access the Edit Client menu from the Table view. If you are currently in Card view, click the gadget in the top right to switch to Table view.
How do I modify the Client Display Name?
For email and PSA notifications, you can choose to toggle between the Client Display Name and the Client Code.
Click Save to commit your changes.
How do I disable a client in x360Recover Manager?
You may wish to disable an account for some time, prior to deleting the client.
This could occur due to a client who is behind in their billing, or perhaps the client is moving to another vendor but you need to retain their data for some time.
To disable a client, navigate to the Clients page and select Table view.
Click anywhere inside the client row to open the menu, and click Edit Client.
Then, deselect the Active checkbox. (Unchecking the box disables this client).
Note: Disabling an account will stop all backups for the client until the account is enabled again.
How do I delete a client in X360Recover Manager?
To delete a client, navigate to the Clients page and select Table view.
Click anywhere inside the client row to open the menu, and click Delete Client.
You will be prompted to confirm that you really wish to delete this client.
VERY IMPORTANT: Make sure you are deleting the correct client.
Click Delete to proceed with deleting this client or cancel to abort.
Important notes on deleting:
- You cannot delete a client if any protected systems belonging to this client still exist on an Axcient-hosted vault.
- You cannot delete a client that has online appliances
- Deleting an appliance also removes all associated protected systems
What else is new in x360Recover Manager?
The following articles give an overview of how to use the new tools in x360Recover Manager: