MSPComplete provides features that make working with MigrationWiz easier that ever. As you move to MSPComplete, keep the following points in mind. These will help you adapt your existing operations to the new interface and workflows.
Run migrations from within MSPComplete
Public folder, mailbox, and other migrations work the same way as they do in MigrationWiz, but now you can launch and run your migration tasks from within MSPComplete. The new interface incorporates the existing migration guides and divides migrations into individual tasks that you can assign to any number of your IT staff. For more information, see Runbooks, Services, and Tasks Overview.
Determine if you need to set up workgroups
MSPComplete workgroups create security boundaries to securely isolate customer information. Your existing customer records are imported into your default workgroup, which you can rename, and cannot be moved to another workgroup. You may not need to create new workgroups, but you should review the Add and Edit Workgroups article before you bring on new customers to determine whether creating new workgroups will benefit your business.
Set up billing for each workgroup
Each workgroup defines a separate billing method for purchasing subscriptions, either through a distributor or using a credit card. For more information, refer to the Configure Billing Information for a Workgroup article.
Assign roles to inactive members in workgroups
Existing administrators for each customer are imported into your default workgroup in the new MSPComplete interface and may continue to manage each customer. MSPComplete also adds these administrators to the default workgroup as inactive members. You may want to activate these members by assigning them roles at the workgroup level (administrator, manager, or associate). This allows them to manage all customers within the workgroup. For details, see the Invite Agents article.
Move existing licenses to the workgroup