Skip to main content
You connect the Evernex Backup Portal once at the MSP level. One portal user covers every customer tenant it can see.

​
1. Create a portal user for Neo

1

Open the users page

Sign in to the Evernex Backup Portal as an administrator of your company, and open the page where you manage users.
2

Create the user

Create a user for Neo, such as neo@yourmsp.com, with a role that sees your tenants and their backup jobs. Give it a strong password.
3

Let it sign in with its password

Neo signs in with the user name and password, so the user must be able to sign in without a second factor. Keep the password only in Neo.
Changing the user’s password or deleting the user in the portal cuts Neo off at once. Save the new password here when you change it.

​
2. Find your API address

The API address is the one of the region your portal runs in: Paste the API address, not the address of the portal’s web page. Neo accepts only Evernex’s own addresses, and sends the password only over HTTPS.

​
3. Add the user in Neo

1

Open Integrations

In the Neo Dashboard, open Integrations and find the Evernex Backup Portal card, under Backup.
2

Save the settings

Enter the API address, the user name and the password, and click Save settings. Neo signs in and lists your tenants before saving, so a wrong address or password is rejected straight away.
Neo then maps your tenants to your PSA companies. Check the Organization Mapping tab on the card, and confirm or correct each suggested match.

​
4. Turn the Evernex Backup Portal on per agent

Open the agent, go to its Tools & Settings tab, click Backup, and expand the Evernex Backup Portal block. Pick one of its Presets, or set each area yourself: See Evernex Backup Portal API for what the agent can read and change.