What Neo can do with the Evernex Backup Portal
- Read each customer’s backup jobs, their latest state and sessions, and the log of a session with its warnings and errors
- List every job’s last result across your customers, and the sessions in a period
- Read licensed users, and licence and storage use per customer, per reseller and for your account
- Prepare a new customer’s tenant, activate it, and edit its custom properties; deactivating or deleting one, or resetting a pending user’s password, always asks a technician
- Read and manage resellers, portal users and storage subscription models, and read the backup servers and repositories
Your tenants are mapped to PSA companies
Neo matches each tenant in the portal to a company in your PSA and keeps the mapping on the Evernex Backup Portal card’s Organization Mapping tab, refreshed on each PSA metadata sync. Matching uses the tenant’s friendly name (or its tenant name when it has none), exact and then after stripping spaces, case and a legal-form suffix. An AI match handles the long tail. A name two of your PSA companies share, or two tenants that match the same company, gets no name match: at most an AI suggestion, which waits for you to confirm it. A name match, or one you confirm, is handed straight to your agents. An AI match is not handed to your agents automatically. It shows on the Organization Mapping tab, where you can confirm or correct it. On a ticket, an agent reaches only the tenant mapped to the ticket’s company. A call that reaches every customer, such as the job report across tenants or your licence totals, is for runs with no ticket company, such as a scheduled check or a chat. See Evernex Backup Portal API for the permission groups.Next steps
Connect the Evernex Backup Portal
Create a portal user for Neo and save it with your region’s API address.