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NinjaOne SaaS Backup: Partner Portal Guide

  • Last Updated May 26, 2026

Topic

This article provides a detailed introduction to the NinjaOne SaaS Backup Partner Portal.

Environment

NinjaOne SaaS Backup Partner Portal

Description

In addition to the controls available in NinjaOne itself, the NinjaOne SaaS Backup Partner Portal serves as a main control area for you to access and manage the SaaS backups for the organizations you are responsible for. You can access all major functions and features via the portal. The partner portal is separate from NinjaOne itself, and it also connects to the NinjaOne SaaS Backup End-User Portal, which is used by individual organizations to manage their backups. You can learn about the end-user portal by reviewing NinjaOne SaaS Backup: End-User Portal Guide.

Feature accessibility is role-dependent. Depending on your assigned role, you may not have access to all the features mentioned in this article. Refer to NinjaOne SaaS Backup: User Roles and Permissions (Partner Portal) for more information about feature accessibility.

For information about a particular aspect of the NinjaOne SaaS Backup Partner Portal, choose a topic from the links below:

Login

When you activate NinjaOne SaaS Backup, you will be given a link to the login page, which allows partner users to gain access to the portal. You can also access the portal directly from within NinjaOne. Refer to NinjaOne SaaS Backup: Getting Started with the NinjaOne Integration for more information about activating and accessing the NinjaOne SaaS Backup Partner Portal from within NinjaOne.

On the login page, you must choose whether to log in by inputting your username and password or by using Microsoft 365 (M365) or Google single sign-on.

If you've registered your email in two different accounts, NinjaOne SaaS Backup will display a Select account page before leading to the dashboard page.

Only the accounts accessible via the sign-in method you used will be selectable. However, if NinjaOne SaaS Backup detects others using a specific email address, it will display a message to alert you that you have access to other accounts using a different sign-in method. This situation can occur if you have different passwords for the various accounts or if one is using single sign-on (SSO) while another is using username and password.

If you have not yet set up multi-factor authentication (MFA), NinjaOne SaaS Backup will prompt you to do so. For more information about MFA, refer to the Multi-Factor Authentication document in the NinjaOne SaaS Backup Help Center.

Dashboard

Upon successful login, the dashboard page launches. When you log into the NinjaOne SaaS Backup Partner Portal for the first time, a welcome dialog will display. Click Get Started to explore the various portal options.

The components of the dashboard page are as follows:

  • Dashboard Menu: Navigate back to the dashboard page.
  • In-App Notification: View general information, warnings, dangers, or success messages published by NinjaOne's internal team. The system syncs notifications every 3 hours.
  • Change Language: Switch the default language from English to Portuguese, Japanese, Deutsch, or French.
  • User-Logged Information: View the name and email address of the current logged-in user, available on every page of the partner portal.
  • Period Filter: This setting allows filtering of Organizations and Accounts summary information based on selected options. The period defaults to This Month, which displays data from the 1st day of the month until the current day.
  • Partner Reports: Click Report Details on each widget to see an option to export the data to a CSV file. The data you can export includes:
    • Protection Coverage: Displays the number and percentage of backed-up accounts out of all accounts.
    • Seat Usage: Shows the percentage of paid seats utilized for backup.
    • Organizations: Tracks the status of active, suspended, and unsubscribed organizations. This section offers a shortcut link to access more detailed information about the Organizations page.
    • Accounts: Provides insights into active, deactivated, and total account numbers. The section includes the Account details shortcut link that you can use to navigate to the Account page to review more detailed information.

Organizations

Organizations are tenants with data backed up for a partner's account. You can access the Organizations page directly by clicking the Organizations menu.

Here are all the components of the Organizations page:

  1. Dashboard: Navigate back to the dashboard page.
  2. Export CSV: Download an organization's data into CSV format with the same value displayed on the page.
  3. New organization: Click the button to create a new organization.
  4. Status tab: Four statuses refer to the organization's subscription: Active, Suspended, Unsubscribed, and Deleted. By default, NinjaOne SaaS Backup shows an active organization. The chosen filter will have a blue tab.
  5. Organization Search: Search for a specific organization by Organization name or Organization ID. You don't have to remember the full text. NinjaOne SaaS Backup can show a result even if you input a partial text. NinjaOne SaaS Backup also allows you to input special characters.
  6. Plan filter: Filter based on plan type. There are four options: All, Personal, Backup, and Archiver.
  7. Credential Status filter: Filter based on credential status. There are two options: All and Need Authentication.
  8. Organization info: This component contains an icon, organization name, email address, and organization ID. For all organizations that subscribe to the basic personal plan type, the organization name will be filled in by NinjaOne SaaS Backup automatically.
  9. Plan info: It contains the plan name, plan type, price, and seat/storage usage.
  10. Login as Client: Navigate to the Customer Portal by impersonation. Especially for the partner administrator role, Partner administrators can't access this option unless you have assigned them to a group. NinjaOne will show a tooltip dialog to notify them if they are not yet in a group.
  11. Actions menu: Access the organization's details.
    • View Details: Access the organization's settings page to manage general info, features, and subscriptions. Also, view login accounts, credentials, and journaling.
    • Go to the Credential Page: This only appears when the organization has a credential error.
    • Send Reset Password: Send a password reset link via email.
  12. Pagination: The Prev and Next buttons help a user move to another page. By default, a page contains a maximum of 20 organizations. The pagination buttons display only if there are more than 20 organizations added.

Organization Details

To see the details of an organization, click any area of Organization or click View Details in the actions menu on a selected organization from the list. You can't view organization details if the subscription status shows as deleted.

For more information about Organizations for SaaS Backup, refer to: NinjaOne SaaS Backup: Organizations.

Accounts

Accounts refer to a record of what you have backed up within the organization. You can access the Accounts page directly by clicking the Accounts menu or the View Details link on the dashboard.

Here are all the components of the Accounts page:

  1. Organizations: Narrow your view of accounts by selecting a specific organization from the droplist. By default, NinjaOne SaaS Backup displays accounts from all organizations.
  2. Export CSV: Download the account's data into CSV format with the same value displayed on the page.
  3. Product type:
    • Email (including mailbox, shared mailbox, and public folder)
    • Drives (including OneDrive and Google Drive)
    • Shared Drives
    • Contact
    • Calendar
    • Task
    • Private Chat
    • SharePoint
    • Groups and Teams
  4. Status: Refers to the account status, which is active, deactivated, or deleted.
  5. Search Account: allows you to search for a specific account by email address, organization name, or account ID. You don't have to remember the full text;  NinjaOne SaaS Backup can show a result even if you input a partial text.
  6. Account info: includes an icon, email address, organization name, and account ID.
  7. Backup status: shows an account's backup status.
  8. Ellipses button: If you click the ellipsis button, there are two sub-buttons, which are:
    • View Details: will redirect you to the more details page (NinjaOne SaaS Backup classifies it into three types: Account Details, Site Details, and Group Details).
    • View Organization: will redirect you to the Organization Details page.

Account Details

From the Accounts page, click any account to see the Account's Details page. On the Account details page, you will see details regarding the number of accounts and backup types for a specific user. NinjaOne SaaS Backup divides the information into the following sections:

  • Account Info: This area displays the email address, user ID, Type of account, and the organization in which the backup is occurring.
  • Email: This section will show details for the user's backup of the email data.
  • Drive: This area will show the details of the personal drive storage for the user (OneDrive or My Drive).
  • Calendar: This section will show the details for the calendar backup for the user.
  • Contact: This area will show the details for the contacts backup for the user.
  • Tasks: This section displays the details for the tasks backup.

Each section in the Account Details page will display the current status, when you added the backup, when the last backup occurred, and the status of the last backup attempt.

Site and Group Details

This page will show the details for the backup of SharePoint sites and groups. The page displays information such as the site's name, the ID, the domain related to the site, when you added it, the current status, the total number of files, the amount of data backed up, and the status/date of the last backup.

To export the CSV file of accounts data, follow these steps:

  1. From the Accounts page, choose a product.
  2. Choose a status.
  3. Search for a specific account, if applicable.
  4. Click Export CSV.
  5. Click Yes, Continue in the confirmation dialog.
  6. You will receive a confirmation email with the subject line: "Your CSV Download is Ready."

NinjaOne SaaS Backup will display a link following this file name format:Account Status, Account Type, Account Partner Name, Generated Date, and Time.

User Management

User management allows Admins and Super Admins to manage users, including role assignment, notification setup, and Azure login SSO enablement. To access this page, click Settings → User Management.

Create New User

Only Super admin, Admin, Finance, and Support users can create new users. To create a new user, follow these steps:

  1. Navigate to Settings → User Management.
  2. Click + New User.
  3. Input the user's email address and password.
  4. Select a user role from the drop-down.
  5. Select the checkbox to receive email notifications for errors related to backup, Multipurpose Internet Mail Extensions (MIME), authentication, and device authorization.
  6. Click Save.
To change an organization owner, you must submit a support ticket.

Edit User

You can edit existing users, including changing their password, updating their role access, or configuring their notifications. You cannot change a user's email address.

Notification Settings

You can configure the notification frequency for specific notification types. Daily, weekly, or monthly schedules are available.

To activate or deactivate the notifications for specific users, check or clear the box in the table. Move your mouse cursor over the column to view a brief description of the notification.

Set up Notification Period

The notification period setup is similar to the Notification Settings page. The difference is that it focuses on emails that partners, not organizations, will receive. You will see several reports listed here, and you can adjust how frequently each will get sent out.

To set the notification period, follow these steps:

  1. Select Notification Settings.
  2. Select the proper period from three options: daily, weekly, or monthly.
  3. Click Save.

These options can also be set (In addition to others) from our main notification settings page, described in our Notification Settings section below.

Group Management

Group management provides role-based access control at the organization level.

Create New Group

To create a new group, follow these steps:

  1. Navigate to the Group Management page.
  2. Click + New Group.
  3. Input a group name and description.
  4. Click Yes, Continue.

After you have successfully created a new group, you should then set an access scope and group manager, as shown below. You can access both the Access Scope and Group Manager tabs from the Group Management page.

Set Access Scope

Access scope defines specific permissions for organizations in the group. If this section is empty, it means a group manager can access all organizations in the group.

To set the access scope, follow these steps:

  1. Navigate to the Group Management page.
  2. Select a group.
  3. In the Access Scope tab, click + Add Organization. The Add Organization dialog will display.
  4. Click the box next to the organization name to select it. You can add more than one.
  5. When you've selected all desired organizations, click Add.

You can remove added organizations by clicking the actions menu at the end of the Status column and then selecting Remove Organization.

Set Group Manager

You can only assign partner users with administrator or Support roles as group managers.

To set the group manager, follow these steps:

  1. Navigate to the Group Management page.
  2. Select a group.
  3. Click the Group Manager tab,
  4. Click + Add User. The Add User dialog displays.
  5. Click the checkbox next to the username to select it. You can add more than one user.
  6. When you have added all desired users, click Add.

You can remove added users by clicking the actions menu next to the Role column and then selecting Remove User.

SMTP Settings

SMTP Settings allow you to send out all email notifications to Organization contacts by using your own email address rather than the default email address. By default, NinjaOne SaaS Backup will send emails from [email protected]. You can access the SMTP Settings page by clicking the SMTP Settings menu in the navigation bar.

How to Set Up SMTP Settings

  1. Navigate to the Settings menu and click SMTP Settings.
  2. The default method is the identity. To change the setting, click the drop-down in Select Method, choose Custom (Manual) or Custom (Microsoft), and enter the requested details.
  3. Click the Send Test Email option to test the notifications.
If you want the Sender Email ID to be "Do not reply <[email protected]>," enter " Do not reply" in the From Name field and enter "[email protected]" in the Email field.

SMTP Status

There are three SMTP statuses:

  • Unverified: Some possible reasons for an unverified status include not setting up test emails or changing the SMTP method.
  • Active: This indicates that the SMTP send test email is successful. The active status applies to both manual and automated SMTP send test emails.
  • Error: A problem has occurred. Some possible reasons for error status include incorrect SMTP setup or server issues.

How to Activate SMTP Auto Test

  1. Click Edit next to SMTP Auto Test.
  2. Activate the Provided email to ensure functionality of SMTP checkbox, input the email destination, select the time frame, then click Save.
  3. You will see a green banner success message and the active status if successful.
  4. Open your email inbox, and you will find the SMTP test email at the times corresponding to the selected period.

Important notes:

  • If you change the SMTP method after successfully activating the SMTP Auto Test, NinjaOne SaaS Backup will reset the status to Unverified. However, the SMTP auto-send will follow the previous value.
  • You can stop the SMTP auto-send by clicking the Edit button next to SMTP Auto Test and unchecking the Provide email to ensure the functionality of SMTP checkbox, then clicking Save.

Notification Settings

Notification settings determine which emails NinjaOne SaaS Backup sends to organization contacts as a response to a specific event, such as if a backup experiences an error or if someone has downloaded a backup.

Here are the components of the Notification Settings page:

  • Guidebook: Shows brief info about notifications.
  • Activate Recommended Settings: When you click this button, NinjaOne SaaS Backup will show a confirmation dialog. Confirming will switch configuration notification settings to those recommended by NinjaOne.
  • Notification Groups
    • Notification GroupDetailed Configuration
      Backup notification
      • Backup or archiving completed.
      • Backup is out of space.
      • Backup is reaching its limit.
      • NinjaOne SaaS Backup detects an error in the backup process.
      • AD Group mailbox deactivated.
      • Mailbox deactivated.
      Download notificationThe download is ready.
      Compliance notificationA new result of a saved search occurred.
      User management notification
      • Organization created.
      • Login to the Customer Portal is deactivated.
      • Login to the Customer Portal activated.
      • Deactivated account reactivated.
      • The invited user successfully added their credential.
      • Organization's ownership transfer.
      • Organization unsubscribed.
      • Subscription deleted.
      Organization management notificationThe grace period has ended.
      Add backup notification
      • Email successfully added to the backup.
      • User sent invitations
      • No seats available for AutoDiscover
      • AutoDiscover added emails to the backup
      • The converted shared mailbox is out of the seat
      Credentials notificationNinjaOne SaaS Backup found a device authorization error.
      NFR Notification
      • NFR organization created.
      • NFR organization expiring in less than 30 days
      • NFR active period extended
      • NFR organization expired
      • NFR converted into a paid plan
  • Check all/Uncheck all: By enabling it, all organizations will get the notification. Otherwise, they will not receive the notification.
  • Preview button: NinjaOne SaaS Backupshows the subject and the full email body of selected notifications. The preview version is the same as the email notification sent by NinjaOne SaaS Backup.
  • Notify frequency drop-down: This setting determines how often your organization will receive notification emails. You can choose daily, weekly, or monthly.
  • Cumulative count checkbox: When you activate this setting, NinjaOne SaaS Backup will calculate cumulative data.
  • Save Changes: Click this button to finish the setup.

Partner Settings

To access partner settings, click the menu next to the logged-in info.

  • You can only access this page if you are a partner with the owner or have the super admin role.
  • If you change the Country field on this page, all newly created organizations will have the chosen country as the default value for their country.

Role Accessibility

For detailed information about role accessibility, refer to NinjaOne SaaS Backup: User Roles and Permissions (Partner Portal).

Additional Resources

 

FAQ

Next Steps