Introduction

Secure Data Request is a feature that lets you ask your end-user for data. That request can be sent out as either an email or a text message, and it guides your end-user to a fully branded/whitelabeled page where they can choose to enter the information you've requested, or reject your request.

Let's walk through how to configure the Secure Data Request feature, and how to use it within your PSA.

Configuring Secure Data Requests

All aspects of Secure Data Requests are customizable - from the URL send to your customer (via the Custom Subdomains feature) to the Email and SMS templates that are sent out. 

The configuration options for Secure Data Requests are available under the Secure Data Sharing -> Secure Data Settings page, on the Secure Data Request Settings tab:

You can also - on the Secure Data Request Templates tab - build out pre-canned wording for your team to use when they request data from their customer. Here's one example:

Using the Secure Data Request Feature

The Secure Data Request feature is super easy to use - enter the message that you want to send to the end user, click Get Link, and choose whether you want to send the request to the end-user as an Email or as an SMS message.

Autotask:

ConnectWise/HaloPSA/Kaseya BMS/Syncro/SuperOps:

Accessing Data That Your End-User Submitted

You can access the data your end-user submitted from the MSP Process Pod/Insight in your PSA, or from the Secure Data Sharing -> Secure Data Requests page. Note that the UI will only display requests that you (as an MSP Process user) have sent to an end-user.

Clicking on the green eyeball icon in the Actions column brings you to the details of that request:

Security

• Only the Technician who has requested data from an end-user can see the the data that end-user submitted. Other technicians won't see the entry from that end-user on the Request List tab (in the Pod/Insight) or on the Secure Data Sharing -> Secure Data Requests page.
• The Secure Data Sharing -> Secure Data Logs page provides a detailed overview of each Secure Data Request that has been sent out, as well as whether it's been submitted by the end-user
• The Teams -> Activity Logs feature shows when your technicians have generated Secure Data Requests