Step 1: Client Portal

How do I let my employees interact with ExchangeDefender?

Every employee in your organization can work with ExchangeDefender, just add them to the ExchangeDefender Portal so we can get their contact information in case we need to follow up. Adding users is simple, just select the New dropdown and click on Contact.

What is the difference between Client and Client Admin roles?

ExchangeDefender Portal is role based and each organization consists of Client and Client Admin Roles. Client role allows the user to open and manage their own support requests, site wide knowledge base articles and settings. Client Admin has an overview of all support requests, ability to place new service orders and manage existing contracts, invoices and accounts.

Can I change my company name or email address?

While almost everything in the ExchangeDefender Portal is dynamic and customizable, company name and email address are primary identifiers (keys) through which we link up invoices, accounts and contacts. If your company name changed you can update the DBA. If you have changed companies and now have a new employer you will have to ask the new company to create a contact for you.

How can I link the Client Portal with my Autotask, ConnectWise or Shockey Monkey?

ExchangeDefender offer rich integration to Autotask, Connectwise and Shockey Monkey. You can download the documents for Autotask Integration here. For all other platforms, please open a support request.

Portal Tour Video