Bits & Bytes

The BitTitan Blog for Service Providers

04/30/2024

Video: Project Sharing in MigrationWiz

A lot of migrations can be done with only one person at the helm of the BitTitan console. There are times, though, when you’ll want to share the work with others. For example, if you’re an IT service provider you already know you can manage multiple customers with a single MigrationWiz account. However, if you’re going to be working side-by-side with a customer’s internal IT team, you’ll want them to only have access to their project. Simple – just create a workgroup and specify permissions for each person you invite to collaborate. Our latest video tutorial shows you how.

What You’ll Learn in this Video

Workgroups are a set of security permissions that specify an individual’s access level for projects, agents, licenses, and financial details. Workgroups can’t share data between them; they’re fully walled-off as completely separate entities. But depending on how you assign roles, the people in your workgroup can help with your migration. In this video you’ll learn how to:

Create a workgroup. You’ll use MSP Complete to form your workgroup, then create projects within the group. When you invite others to join a workgroup, they’re designated as an Agent.

Have participants obtain access. Each person you invite to a workgroup will need to have their own free BitTitan account; you’ll never be sharing login credentials.

Assign roles. When you invite others to be Agents in a workgroup, you’ll assign them a role. Mark, our migration expert, explains what each role can do.

Wrap up a project. Once a shared project is complete, you can switch an individual member or the entire workgroup to ‘inactive.’ As an administrator, you have complete control over security.

Lighten the Load with Workgroups

Once you see how easy it is to share migration projects with others, you can set up as many workgroups as you need and begin to delegate tasks, assign monitors to watch over parts of the project, provide visibility to clients, and even enhance oversight during training.

Become a MigrationWiz power user with our free library of how-to videos. They’re perfect for brushing up, adding new skills, or providing guidance during a migration. And they only take minutes to view.

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