Managing Multiple Accounts: MSP & Partner Guide

Step 1: Partner Dashboard Overview

The CleanBrowsing partner dashboard is a multi-tenancy management interface designed for MSPs, IT service providers, and resellers who manage DNS filtering for multiple customers. It provides a centralized view of all customer accounts with profile overviews and request summaries.

Key Dashboard Features

• Centralized Management: View and manage all customer accounts from a single dashboard at my.cleanbrowsing.org.
• Profile Overview: See each customer's filter configuration, DNS IP assignments, and active policies at a glance.
• Request Summaries: Monitor DNS query volumes and blocked request counts across all customer accounts.
• Consolidated Billing: Manage billing for all customer accounts through a single partner invoice.

The partner dashboard is separate from individual customer dashboards. Partners see an aggregated view, while each customer retains their own login and dashboard for their specific configuration.

Step 2: Managing Customer Accounts

The partner dashboard provides tools to create, configure, and monitor individual customer accounts without needing to log in to each one separately.

Account Management Features

• "Login As" Feature: Quickly access any customer's dashboard as if you were logged in as that customer. This allows you to make configuration changes, troubleshoot issues, and review settings without needing the customer's credentials.
• Create Customer Profiles: Set up new customer accounts with pre-configured filter policies, DNS IPs, and domain overrides tailored to each customer's needs.
• Per-Customer Filter Policies: Configure different filter categories for each customer. A school might need Adult + VPN + Gaming blocks, while a business might only need Adult + Malware.
• DNS IP Management: Assign and manage unique DNS IP addresses for each customer account.
• Domain Overrides: Set custom allow and block lists specific to each customer without affecting other accounts.
• Customer-Specific Logs: View DNS query logs and filtered request reports for individual customer accounts to help with troubleshooting and compliance reporting.

Finding Your Customer Accounts in the Dashboard

Linked customer accounts appear in two places in the partner dashboard's sidebar navigation.

• Managed: A "Managed" group sits near the bottom of the sidebar, below the standard Dashboard, Activity, and Account navigation. Expanding it lists every customer account linked to the partner account. Selecting a customer's name from this list switches the dashboard into that customer's account directly, with no separate login required.
• Partner Accounts: A "Partner Accounts" link, positioned just below the Managed group, opens a dedicated page listing every linked customer account.

Both paths reach the same set of linked accounts. Use the Managed list to switch straight into a customer's dashboard, or use the Partner Accounts page for a consolidated account list. The partner account's own address and account number are shown at the bottom of the sidebar for reference.

Step 3: Getting Started as a Partner

To get started with the CleanBrowsing partner program, contact the partnerships team to set up your partner access and discuss pricing and deployment options.

How to Get Started

The partner program is designed for managed service providers, IT consultants, and resellers who deploy DNS filtering for their clients. Whether you manage 5 accounts or 500, the partner dashboard scales to meet your needs.