Adding a customer workspace for cloud backups

To add customer workspaces to your active Cloud Backup account, perform the following processes:

1. Add the Cloud Backup module to the customer's workspace subscription
2. Add the customer workspace to the Cloud Backup module in Coro
3. Confirm the cloud app connections in Keepit

Adding Cloud Backup to a workspace subscription

Before you can add a customer workspace for backups, add the Cloud Backup module to their subscription. See Editing workspace subscriptions.

Adding customer workspaces for cloud backups

To add a customer workspace for cloud backups:

1. As an MSP admin, Sign in to the Coro console.

2. Select Global view from the top of the console:

   

3. From the sidebar, select Global Settings > Cloud Backup:

   

   Coro presents the Cloud Backup page:

   

4. Select CREATE CUSTOMER ACCOUNT.

   Coro displays the Create customer account dialog:

   

5. In General details, configure the following items:

   • Customer workspace: Select a child workspace for cloud backup services.

     Coro lists only child workspaces with an active subscription. Workspaces in other states, such as New, Trial, or Inactive can not be selected.

   • User seat limit: Enter the maximum number of users this workspace can include in backups. This limit applies individually to each connected cloud app.

     Important

     Coro does not prevent customers from exceeding this limit, but does provide warnings in the console to MSP admin contacts where this occurs. Above this limit, Coro bills per extra user added.

   • Choose how long backup data is kept: Select your data rentention period. Choose from:

     • One year retention: Data is stored for one year from the backup date.
     • Unlimited retention: Data is stored for as long as the subscription remains active, with no time limit.

     Contact your Coro sales representative for more details of service costs.

6. Select Next to continue.

7. Select one or more of the available cloud apps to include in the backup:

   

   Each service is billed separately. If an individual user has accounts in multiple apps, Coro considers each account as being separate.

   Important

   Services are not backed up until they have been confirmed as connected in the Keepit dashboard for the customer workspace.

8. Select CREATE to add the customer workspace.

   Coro returns to the Cloud Backups page, showing the newly added customer workspace:

   

   Before backups can start, you must confirm your cloud app connections in the Keepit dashbaord.

Confirming cloud app connections in Keepit

To enable Coro to start backing up user data in your cloud apps, confirm the cloud app connection in the Keepit dashboard:

1. Access the keepit dashboard for the customer workspace.

2. From the left-hand menu, select Connnectors.

   Keepit displays the Connectors page where you can configure your cloud app connections:

   

3. To configure a cloud app, select + Add connector. Keepit lists the cloud apps you selected for this workspace:

   

   Keepit displays a dialog enabling you to connect your cloud app. Sign in to the cloud app and enable the required access permissions. For example, for Microsoft 365:

   

4. Follow the steps provided, including selecting the data items to include in your backup:

   

   These steps vary based on the cloud app you are connecting. The screens shown here are Microsoft 365 examples only, and might be different for each organization.

5. Return to the Cloud Backup page in the Coro console. Review the Connection Status column for your customer workspace. This should show as Connected:

   

   Coro shows warning banners at the top of the page for any connection issues:

   

   In this scenario, select View in Keepit to resolve your connection issues in the Keepit dashboard.

Using the MSP Cloud Backup page

MSP admin users with sufficient permissions can manage their connected customer accounts through the Cloud Backup page.

To access the Cloud Backup page:

1. As an MSP admin, Sign in to the Coro console.

2. Select Global view from the top of the console:

   

3. From the sidebar, select Global Settings > Cloud Backup:

   

   Coro displays the Cloud Backup page:

   

Use the search at the top of the page to locate a specific workspace, or use the filters to view selected customer workspaces based on:

• Cloud apps: Show only workspaces that include one or more selected cloud apps.
• Connection status: Show only workspaces that include at least one connected cloud app, or only workspaces that include no connected cloud apps.
• Health status: Show only workspaces that are healthy, unhealthy, or critical.

For each connected customer, Coro shows:

Each row includes a three-dot action menu. Select this menu to view the following options for the customer workspace:

• View in Keepit: A link to the Keepit dashboard for this customer.
• Edit: Update the connector configuration for this customer.

Updating the connector configuration for an existing connector

To change a customer's backup configuration, select the three-dot menu adjacent to the workspace. Then, select Edit:

Coro displays the Edit customer account dialog:

Use this dialog to:

• Edit the user seat limit for connected apps:

  Update the seat limit that applies to each connected cloud app. For more informations, see user seat limit.

• Add new cloud apps for backup:

  Select one or more new cloud apps, then confirm the cloud app connection in Keepit.

• Remove cloud apps:

  To remove a cloud app, FIRST delete the connector from the Keepit dashboard. Then, unselect the cloud app from the list to remove it from the customer's workspace.

Select Save to save your changes.

Editing an existing cloud app connector in Keepit

To edit connector settings or adjust the backup coverage and scope for an existing cloud app connector:

1. Access the keepit dashboard for the customer workspace.

2. From the left-hand menu, select Connnectors:

   

3. Select the edit icon next to a cloud app in the Cloud connectors page:

   

Backup activity for inactive workspaces

If a customer subscription ends and the workspace becomes inactive, the Keepit service halts backups and places the customer account in a Pending removal state. After 30 days, the account and all stored backups are deleted. You cannot retrieve backups after this happens.

To restore a customer account inside the 30-day window, contact Coro Support.