End-user verification with a secure, single-click link can be achieved with either an email or SMS to transmit the secure data link to the client. The follow step is for the secure like via email:

Make sure that the client is expecting to see an email from noreply@mspprocess.com and that they click the secure link within the configured time the link is valid (by default, it is set for 5 minutes). The logo, text, signature, and footer are all configurable.

This is what the client will see when they click on the secure link in the previous email. The colors, color gradient and logo are configurable. Once they click on "Validate" the end-user verification process will be complete.

This is what the result will look like from the technician's perspective. Note that the duration that the shields will stay green after successful verification is configurable.

The following is the secure link via SMS:

If you click on the Verification History down arrow, you will see the history of verifications for this contact. The number of history entries is configurable:

To close the Verification history, click on the "up" arrow.

This is using Connectwise Manage Pod integration for Illustrative Purposes but can be done from any PSA using the integrated POD or through the MSP Process Admin portal.

On the Pod, make sure the appropriate phone number is selected for the chosen contact. If you choose a PSA Contact other than the default one, you will be required to provide a note, eg Manager Approval. That note is can be enforced through configuration. One the "Send Code" has been clicked, the six-digit code will be sent via SMS to client and the technician must receive, verbally, the code sent to them.

Once the code is received verbally from the client, it must be placed in the "Enter Code Here" box, as below.

Now the shield for the phone number verified should turn green for the configured amount of time.

Verification Policies

MSP Process enables MSPs to set individual Verification Policies on a per client basis. Within the policy a user can set a banner as well as shown below:

Show Verification on Load means it will load and display on the pod the first time the user creates or opens a ticket.

Open any support ticket or a new one for that client and the banner should show once the ticket loads. 

This article is for  verification using MSP Process portal. Some of our integration vendors do not support an embed capability where we can embed our End User verification in their app. In that case you can use the instructions below: 

Login to https://app.mspprocess.com

Go to -> Ticketing -> PSA Ticketing

Then search for the ticket number/contact etc and click on the lock to the right to initiate a verification. 

Click on the lock button to the right of the ticket you'd like to verify the user on. 

Then select the shield next to the Email or Phone Number you wish to use to verify your end user. Make sure the contact on the ticket has a mobile phone number on it if you are attempting to use SMS verification. 

Once verified you'll be returned to the verification screen and the contact will show in green for verified as shown below: