Introduction

If you're a direct client, see The Sidebar for Clients.

The sidebar, permanently visible on the left side of every page, is the Field Effect MDR Portal’s main navigation tool. Pages and sections related to using the MDR Portal are promoted to the top of the sidebar, and pages or sections related to administrating the MDR Portal take up the lower half of the sidebar, and separated by a divider. 

As a partner, the sidebar will change depending on what the organization selector is set to. If you’re using the partner view (a bundled view of all your clients' data) some dashboards, pages, or sections will be unavailable. If the organization selector is set to a client-specific view, dashboards and other pages specific to that client will be available. To learn more, visit The Organization Selector.

This article outlines the sections and pages included in the sidebar, and 

This article lists out the pages and sections available in the sidebar for partners, and how it will change depending on the organization selector’s selected view.

Using the MDR Portal – Partner and Client Views

Pages and sections above the sidebar's divider are related to using the MDR Portal on a regular basis: checking service statuses, viewing and actioning AROs, assessing cyber risk across devices, accounts, and other factors, and gaining insights through our reports.    

Content will be presented and behave differently depending on the view in use by the organization selector (partner view or a specific client view). The following list everything available in the "using the MDR Portal" portion of the sidebar, and explains their behavior based on the organization selector's view:

• Dashboard (page):
  • Client view: the dashboard presents complete view of a specific client’s environment: the AROs, connections, and services being monitored by Field Effect.
  • Partner view: this page is hidden.
• Status (page):
  • Client view: the status page lists all the client’s services and connection statuses (Network, cloud(s), DNS Firewall).
  • Partner view: a status page that contains all clients is visible and grouped by client.
• AROs (page):
  • Client view: AROs for the specific client are visible on the AROs page.
  • Partner view: every ARO for every client you monitor is visible.
• Cyber Risk (page): this acts as a section containing the following pages:
  • Partner View:this acts as a section containing the following pages
    • Risk Score: a dashboard view tracking device risk across three risk factors: Software, Operating System, or Configuration risk.
  • Client view: this acts as a section containing the following pages:
    • Risk Score: a dashboard view tracking device risk across three risk factors: Software, Operating System, or Configuration risk.
    • Devices: a dashboard (filtered for the specific client) to view key details about each device in the client organization, along with the risk level Field Effect MDR attributed to each device.
    • Accounts: a table view (filtered for the specific client) into the accounts Field Effect MDR has detected across the organization's network(s) and cloud services being monitored.
• Insights (page or section):
  • Partner view: this section is replaced by the Reports page containing reports for all client organizations.
  • Client view: this acts as a section containing the following pages:
    • My Network: summarizes network traffic and security events, as well as provides a section to download past weekly and monthly reports.
    • Cloud Monitoring: monitors login activity (time and location) for cloud accounts, lists most targeted accounts, and provides a section to download past weekly and monthly reports.
    • DNS Firewall: summarizes all requests and blocks by the DNS Firewall (based on content and security), sorts top block blocked requests, and lists blocked domains (by security or content).
    • Risk Score: a dashboard with monthly reports that report on three risk factors: Software, Operating System, and Configuration risk.
    • SEAS: tracks email submissions sent to the Suspicious Email Analysis Service (SEAS).
    • Reports: lists all monthly and weekly reports in a page with a design similar to the AROs page.
• Endpoint Devices (page):
  • Partner view: a table view of all endpoint devices for all your clients.
  • Client view: a table view of all endpoint devices for the client selected in the organization selector.

Administering the MDR Portal

Pages and sections below the sidebar's divider are related to administering the MDR Portal: configuring features, adjusting organization settings, adding public IP addresses, enrolling cloud services for monitoring, and more.

Content will be presented and behave differently depending on the view in use by the organization selector (partner view or a specific client view). The following sections outline everything available in the "administering the MDR Portal" portion of the sidebar, and explains their behavior based on the organization selector's view:

Administering the MDR Portal: Partner View

When the organization selector is set to the partner view, the following is available in the sidebar:

• Registration (page): register a client organization for cloud monitoring.
• Administration (section):
  • Organization Profile (page): a place to store your (MSP/partner) organization details.
  • Integrations (page): a page showing shows available MSP integrations (ex: ConnectWise). From here, you can integrate your MSP management system(s) with Field Effect.
  • User Management (page): invite team members from your (MSP/partner) organization to create a MDR Portal account. You can also manage users with access to your instance of the MDR Portal.
• Support (section):
  • Help Center: learn about our products and workflows via viewing essential training articles and videos.
  • Glossary: learn more about essential common cyber security terms.
  • Upload Files: upload a suspicious file for review by our team.

Administering the MDR Portal: Client View

When the Organization Selector is set to a specific client view, the following is available in the sidebar:

• Downloads (page): download endpoint agents specifically for the client selected in the organization selector. Agents are available for Windows, macOS, and Linux.
• Administration (section):
  • Organization Profile (page): a place to add the client’s industry, addresses, and key contacts.
  • Service Profile (page): This section contains details about the client’s infrastructure including domains, IP addresses, staff locations and more. It’s vital that you complete this profile for each client as some features, like the DNS Firewall and Active Response, require this content.
  • User Management (page): Invite and manage users for a specific client. Users shown in this list are only applicable to the client selected in the organization selector.
  • Data Management (page): disable/enable ARO insights for a client and select whether the client’s email notifications should include/omit details about the issue.
  • Integrations (page): integrate a client’s cloud services with Field Effect monitoring. Note that you will only see cloud services when a specific client is selected in the Organization Selector. When using the partner view, only partner integrations will be visible.
  • DNS Firewall (page): setup and configure a client’s DNS Firewall, as well as adjust blocked categories and custom allow/block lists.
• Support (section):
  • Help Center: learn about our products and workflows via viewing essential training articles and videos.
  • Glossary: learn more about essential common cyber security terms.
  • Upload Files: upload a suspicious file for review by our team.