Supporting more customers doesn’t always mean hiring more staff. That’s a reality managed service providers (MSPs) know well—and feel every time a client submits a license request at midnight or needs onboarding support before your day even starts. Scaling without compromising service is a constant balancing act.
The Sherweb Self-Service Portal was built with that in mind. It helps you deliver a branded client portal for MSPs with a streamlined, customizable interface that gives clients what they need, when they need it, while keeping your team focused on higher-value work.
And because it’s built around how MSPs actually operate, it’s not just a portal. It’s your business, your branding, and your service delivery all packaged in a way that scales with you.
Customize your branded client portal to match every customer’s needs
Sherweb’s Self-Service Portal gives MSPs the flexibility to customize how each client interacts with their portal. You decide what’s visible, what’s editable and what needs approval, because not every customer should experience your services the same way.
You can set approval workflows for purchases, control pricing visibility, or offer unique pricing structures based on individual relationships. These configurations are built into the portal so you can manage them directly, without submitting a request or waiting on backend changes.
This level of control is what turns a portal into a branded extension of your business—not just another tool.
What MSPs are seeing from Sherweb’s SSP
MSPs using the Self-Service Portal are already seeing tangible improvements across their operations. Partners tell us the portal helps them:
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Improve operational efficiency by cutting back on time spent managing licenses and subscriptions.
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Scale faster without increasing overhead or sacrificing service quality.
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Increase availability by letting clients make updates on their schedule—even after hours.
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Enhance their customer experience with a polished, branded portal that reinforces their own value.
These aren’t feature checkboxes, they’re outcomes. And they reflect what happens when you give clients more autonomy while keeping your team focused on strategic growth.
Secure, simplified access with SSO for your client portal
A branded client portal should feel seamless to your clients, and that starts with how they log in. Sherweb’s Self-Service Portal supports single sign-on (SSO) using Microsoft Entra ID and Google Workspace, giving end users one-click access to the tools they need without compromising security.
This makes onboarding easier and reduces friction when managing accounts across multiple clients. It also gives your portal a layer of polish and professionalism that reflects your brand.
For MSPs managing environments across Microsoft 365 or Google ecosystems, this SSO support removes complexity and keeps everything aligned with how your clients already work.
Let clients manage subscriptions without the back-and-forth
Managing licenses and subscriptions shouldn’t tie up your support team. With Sherweb’s Self-Service Portal, clients can view, update and manage their own subscriptions in real time—including license assignments for Microsoft 365.
Whether they’re onboarding a new employee or scaling up usage, customers have the autonomy to make the changes they need, without opening a ticket or waiting for you to step in.
You stay informed. They stay empowered. And your support queue stays clear for what really needs your attention.
Build custom product catalogs for each client’s needs
The Marketplace feature inside Sherweb’s Self-Service Portal gives you full control over how clients discover and purchase products.
You can create tailored catalogs based on industries, service tiers, or specific business needs—then assign them so each customer only sees what’s relevant. Whether you’re bundling Microsoft 365 with managed security services or adding your own SKUs to reflect value-added offerings, the catalog builder puts you in charge of the entire experience.
It’s still your service—just delivered through a branded experience that keeps you in control while putting customers one step ahead.
Here’s what that looks like in action:
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A marketing agency sees a curated list of tools relevant to their vertical.
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A small business client only sees entry-level bundles suited to their size.
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Your managed security customers have access to premium add-ons like backup or MDR.
This isn’t one-size-fits-all, it’s purpose-built selling, embedded into your service model.
Streamlined ticketing with ConnectWise integration
When clients need support, they shouldn’t have to think twice about where to go or how to get help. Sherweb’s Self-Service Portal integrates directly with ConnectWise, one of the most widely used PSA platforms in the channel, making support seamless—for both you and your clients.
Instead of bouncing between email threads or forms, clients can submit tickets right from the portal interface. Each request flows directly into the correct queue within your ConnectWise environment, based on the parameters you define.
You decide what ticket types are available and how they’re routed. Clients get visibility into all their open requests, and your team avoids manual triage or rework.
Why it matters:
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Support requests go straight to the right ConnectWise board and queue.
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No extra logins or systems for clients to manage.
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One consistent experience—from purchase to support.
This helps you stay responsive, reduces friction, and gives your clients one simple way to get the help they need.
Simplified payments with PayPal integration
Tired of chasing down client payments? Sherweb’s Self-Service Portal helps you streamline billing by letting clients view and pay their invoices directly through the portal.
This feature works if your PSA is already connected to your reseller account in The Sherweb Portal (Cumulus). Once activated, invoices are displayed in the portal and clients can pay instantly using a credit card via PayPal. Payments land directly in your account and the invoice balance updates automatically—no manual steps required.
What this means for you:
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Fewer follow-ups and manual reconciliations
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Faster payment cycles and cleaner cash flow
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A better, more modern experience for your clients
By reducing friction in the billing process, you improve client satisfaction and free up more time for your team to focus on high-value work.
Make it yours: Fully branded and customizable
Most end clients don’t know they’re working with a distributor—and that’s exactly how it should be. When you partner with Sherweb, the spotlight stays on your business. Our Self-Service Portal is designed to reinforce your brand at every touchpoint, not ours.
From the login screen to automated email notifications, your name, logo and identity lead the experience. You can even offer the portal as a Progressive Web App (PWA), giving it the feel of a custom-built tool with no dev time required.
But branding is just the beginning.
The portal lets you tailor how each customer interacts with your services:
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Control product visibility and pricing on a per-client basis
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Enable order approvals where oversight is needed
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Create distinct experiences based on business type or tech maturity
Whether you’re supporting hands-off enterprise clients or SMBs that want more autonomy, you can customize the experience to match your go-to-market strategy.
This isn’t just a tool, it’s a marketing asset! One that helps you stand out, stay sticky and grow your business with a branded client experience that reinforces trust.
Key benefits at a glance
Sherweb’s Self-Service Portal isn’t just a nice-to-have—it’s a strategic advantage. Here’s what it unlocks for your MSP:
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Operational efficiency: Cut down on support tickets and manual tasks
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Customer satisfaction: Give clients more autonomy—and a better experience
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Brand elevation: Deliver a seamless, branded portal that looks and feels like yours
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Revenue growth: Free your team to focus on high-value services and client expansion
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Scalability: Support more clients with less overhead
When clients feel empowered, and your team spends less time on repetitive work, your whole business runs smarter.
Get started with the self-service portal today!
Reclaim your time and deliver more value.
With Sherweb’s Self-Service Portal, you can empower clients, reduce repetitive tasks and scale without sacrificing service quality.
The portal continues to evolve with features that make day-to-day operations easier—for you and your clients.
Become a Sherweb partner to start delivering a branded, streamlined client experience that helps your business thrive.
