{"id":25316,"date":"2025-03-18T10:10:52","date_gmt":"2025-03-18T14:10:52","guid":{"rendered":"https:\/\/www.sherweb.com\/blog\/?p=25316"},"modified":"2025-06-11T11:34:41","modified_gmt":"2025-06-11T15:34:41","slug":"custom-msp-marketplace-guide","status":"publish","type":"post","link":"https:\/\/r-swca2-app15-sherwebblogprd-c5f5cbg9dbf0btgy.canadacentral-01.azurewebsites.net\/blog\/partner\/custom-msp-marketplace-guide\/","title":{"rendered":"How MSPs can leverage the marketplace feature in Sherweb\u2019s Self-Service Portal"},"content":{"rendered":"

Managed service providers (MSPs) operate in a complex ecosystem where efficiency and flexibility determine success. Managing multiple vendors, ensuring clients have the right products and streamlining procurement can be time-consuming. That\u2019s where Sherweb\u2019s Self-Service Portal (SSP)<\/strong><\/a> comes in.<\/p>\n

Our self-service portal\u2019s marketplace feature is designed to streamline this process. With this powerful tool, resellers can create catalogs, assign products, and allocate them to various organizations seamlessly. Let\u2019s explore how this feature can enhance your business.<\/p>\n

Why MSPs need a self-service marketplace<\/strong><\/h2>\n

By leveraging the marketplace feature within the SSP, partners can take full control over product catalogs, customize offerings for different clients and ensure seamless customer experience without any back-and-forth between partner and their customers.<\/p>\n

The value of customization in an MSP supply chain<\/strong><\/h2>\n

When MSPs work with a cloud distributor like Sherweb<\/a>, they rely on us to provide seamless access to SaaS and cloud solutions<\/a> from various vendors. But every IT service provider has different customer needs. That\u2019s why the ability to create and assign product catalogs within a self-service marketplace is a game-changer. It allows partners to tailor their offerings<\/a>, provide clients with the right solutions and maintain control over their procurement process.<\/p>\n

Let\u2019s dive into how Sherweb\u2019s marketplace feature in the self-service portal empowers MSPs to operate with greater efficiency and flexibility.<\/p>\n

How to use the marketplace in the self-service portal<\/strong><\/h2>\n

\u00a0<\/em>Step 1: Creating a catalog<\/strong><\/h3>\n

The first step to leveraging the marketplace feature is creating a catalog. This process is intuitive and user-friendly, allowing resellers to curate a selection of products that best fit their clients\u2019 needs, whether it\u2019s software licenses<\/a>, cybersecurity solutions<\/a> or cloud infrastructure<\/a> services. catalogs can be tailored to include a diverse range of offerings.<\/p>\n

This flexibility ensures that resellers can provide personalized solutions<\/a>, enhancing customer satisfaction and loyalty.<\/p>\n

How to create a catalog:<\/strong><\/h4>\n
    \n
  1. Log into the Self-Service Portal<\/strong> and navigate to the Marketplace<\/strong> section.<\/li>\n
  2. Open the admin section of the portal<\/li>\n
  3. Navigate to the Marketplace section<\/li>\n
  4. Click the \u201cAdd Catalog\u201d<\/strong> button.<\/li>\n
  5. Provide a name and description (this remains internal and invisible to customers).<\/li>\n
  6. Search for products by name, SKU, or description<\/strong> and use filters to refine results (e.g., filtering by subscription type or vendor).<\/li>\n
  7. Once selections are made, click \u201cUpdate Catalog\u201d<\/strong> to save.<\/li>\n<\/ol>\n

    Assigning products ensures that clients only see relevant and approved offerings.<\/p>\n

    Adding or removing products:<\/strong> MSPs can modify catalogs at any time to reflect changes in their service lineup.<\/p>\n

    Pro tip:<\/strong> If newly created catalogs don\u2019t show available products immediately, wait 1-2 minutes<\/strong> and refresh the page. This short delay is expected as the system updates.<\/p>\n

    Step 2: Allocating catalogs to client organizations<\/strong><\/h3>\n

    Each catalog can be assigned to specific client organizations. This is particularly useful for MSPs managing multiple businesses, as it allows them to tailor offerings based on client-specific needs. This targeted approach improves client satisfaction and streamlines management for resellers.<\/p>\n

    Assigning a catalog to an organization:<\/strong><\/h4>\n
      \n
    1. Open the catalog you want to assign to your customers.<\/li>\n
    2. Select a customer from the available list.<\/li>\n
    3. Once assigned, the organization will gain access to the marketplace and can start purchasing products.<\/li>\n<\/ol>\n

      Note:<\/strong> An organization can only be assigned to one catalog at a time. If reassignment is needed, simply select a new catalog, and the system will update accordingly.<\/p>\n

      Important vendor configuration requirements<\/strong><\/h2>\n

      Customers can only see products from vendors they are already configured with. This means:<\/p>\n