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Managed Service Provider (MSP) Accounts

An MSP account is for those who manage migrations for their clients acting as a go-between Cloud FastPath and the end client. To protect everyone’s data, security, and to ensure a smooth support process, MSPs should create discrete accounts for each end client. Thus, one MSP may have multiple end clients and will be able to manage all of them from one account – cleanly, securely, and smoothly. The MSP will have the main account and will be able to create multiple partner accounts – one for each end client. We will not be able to move jobs or accounts after they are configured. Billing will depend on how much data is transferred, and keeping everything clear and separated between child accounts will help you manage costs. Having separate accounts for each end client also offers you the option of inviting the end client into the account to collaborate on the migration without exposing your other clients’ data.

Starting with a Trial

Upon first sign up, you’ll have a 10-day trial MSP parent account, with typically 10GB of capped data volume, and will include the features listed under the partner package on the CFP pricing page. You can create as many Analysis, Simulation, or Transfer jobs between as many systems as you need. You will also have two trial child accounts, each of which has a 1MB quota designed to allow you to demo the CFP experience for your clients prior to purchase.

Activating Post Trial

Once you enter a credit card for your MSP account (select the ‘Partner’ option in Billing), your data quota will be cleared from your main account and you will have a quota for two child Revenue accounts, where you will run your customer migrations.

Your MSP Account

  1. If you have a trial account, you can go to Partner Accounts to view your trial accounts:Partner Accounts
  2. You can create a trial account by clicking the Add New Trial Account button:Add trial account

Paying for Your MSP Account

As an MSP, you will be billed monthly to maintain your account, including any costs associated with usage in excess of prepaid capacity from your child accounts. MSP accounts are set to auto-renew by default, and will continue to be billed monthly regardless of usage. Please note: if auto-renew is turned off, then the account will be flagged for deactivation.

To pay for your MSP account, simply select Billing > Plan and select the Subscribe button. Select the Partner plan type to sign up for the MSP plan.

Setting up a Child Revenue Account

If you are managing a migration on behalf of your client, you must create a child account for them. Do not run any client migrations within your master account. All migrations must occur within your clients’ accounts.

  1. Select Partner Accounts from the dashboard menu. Select Add New Revenue Account:Revenue account
  2. Enter the customer name. Comment/descriptor is optional:Add revenue account
  3. You have a quota of two Revenue accounts. You can deactivate an account at any time by clicking the trash bin for an activated account, at which point you will have one account added back to your quota:deactivate account
  4. Once you deactivate an account, the data in it is only recoverable for 30 days after deactivation.

Logging Into a Child Account

  1. Once your child account – trial or revenue – is activated, you can go to that account by selecting Switch Account from the dashboard menu:Switch Account
  2. Select the child account you want to go to:select child account
  3. When the dashboard displays, follow the instructions on the overlay to give yourself editor permissions, so you can deploy a POP and run jobs.msp info
  4. Specifically, to make yourself an editor, select Account Users from the dashboard menu, and add yourself as an editor:Add Edit Role
  5. You’ll now see the Deploy POP button on your dashboard, and can deploy the POP of your choice. Consult Tervela if you are unsure of which POP to deploy.


Please note that when you first log into a child account, there are no buttons to deploy POPs or run jobs on the dashboard. That’s because the admin of the parent account is also an admin on the child account, but it is not an editor on the account. As an admin, you can add edit rights to the account and the buttons will display on the dashboard.

Next Steps

  1. Start by running an Analysis Job before migrating any data. You can run an Analysis job without needing access to your target account (where you are moving data into). This way, you can see exactly how much data you have, what type of files are in scope, which users own the most data, and how old the data is. This will allow you to plan for a better and smoother migration. Analysis jobs are free and do not count against your prepaid quota. Once you fully scope out your data you can then work on configuring your target settings, giving CFP instruction on what data to move, where, and with what permissions.
  2. Run a Simulation. After running an Analysis job, we strongly recommend running a Simulation on every job before you transfer live data. Simulation enables you to do a “mock run” to see what the actual data transfer would be like.  At the end of the simulation run, you can look at reports that tell you what files and how many bytes of data would have transferred, and what files, if any, would be omitted. Simulation will also allow you to anticipate any issues such as insufficient permissions, unprovisioned target users, or inadequate bandwidth. Catching migration issues early will ensure that your data migration is successful and on time. Simulations are free and do not count against your prepaid quota.
  3. Read through our additional Migration Management Tips.
Updated on February 13, 2020

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