IT Portal - Securing Your Documentation Platform

Oct 27, 2020

Portal Export Feature for Parting Ways with Customers

The IT Portal's export functionality enables managed service providers to give customers a complete data export when ending a business relationship. The platform allows you to create a full export of all their data and walk away, so customers can store it on a web server or USB drive for access.

Alternative Approach: Read-Only Access

Rather than a complete break, we recommend maintaining engagement by setting up a complimentary read-only account. This strategy allows former clients to access documentation if their new IT provider falls short, potentially highlighting the superior quality of your previous support and services.

Key Benefit

The tool provides a professional, data-transparent exit strategy that preserves relationships while respecting customer autonomy over their information.