Add a New Customer

Under Cisco Umbrella for Managed Services Console, you can manage your customer accounts under these offerings:

• Add a New Account for MSPs
• Add a New Account for MSSPs
• Add a New Account for Secure MSP Center

Add a New Account for MSPs

1. Navigate to Customer Management and click Start New Account.

2. Enter all details and click Next.

3. Enter the Number of Seats and click Next.

4. Review the Summary information and if all is okay, click Submit.
   If any information is incorrect or requires updating, click Edit to return to that step and make changes as required.

The customer is created and displayed on the Customer Management tab.

Add a New Account for MSSPs

• Create a New Account with a Deal ID
• Create a New Account without a Deal ID
• Create a New Account with MSLA Licensing

Create a New Account with a Deal ID

1. Navigate to Customer Management and click Start New Account.
   You can start creating a new account with a Deal ID from Cisco Commerce Workplace (CCW).

2. Enter the Deal ID and click Next.

3. Enter the company name in the text field, for which you are creating the account, and then click Search.

4. Optionally, enter the company name and click Advanced. Apply the available filters to narrow your search, and then click Search.
   Note: The Advanced option is enabled after you enter the company name.

5. From the returned list of company addresses, click the correct customer listing.
   Note: The customer information is auto populated.

6. On the updated Customer Information step, add at least one Customer Email Address and then click Next.

• You can add up to 10 email addresses. Press Return / Enter to add additional email addresses. Next is disabled until you add at least one email address.
• The Umbrella Welcome email is sent to the entered email addresses.
• This email includes important information for your trial customer.

If this is not the correct customer information, click Reset to clear customer information and try again.
Note: You cannot manually enter the Customer Billing Information.

7. Complete the Deal Information and click Next.

• Package Selection—The package you select determines the minimum number of seats you must add. For information about packages, see our MSSP Partners page. Scroll down to the "Umbrella for MSSPs Offerings" section.
• DNS Security Advantage—10 seat minimum
• DNS Security Essentials—10 seat minimum
• SIG Advantage—one seat minimum
• SIG Essentials—one seat minimum
• Platform—500 seat minimum
• Insights—one seat minimum
• Professional—one seat minimum
• Cisco Umbrella for EDU—one seat minimum
• Cisco Umbrella for Wireless LAN—one seat minimum
• Number of Seats—You must add at least the minimum number required for the selected Umbrella package.
• License—Only Term is used for licensing when you are adding a trial. Licensing is configured through Purchasing. For more information, see Manage Licensing.
• CCW Deal Owner—Enter the email address of the employees in your organization (the Partner) who will manage the quotes/deal in CCW. You can add up to six emails, each separated by a comma, semicolon, or space.
• Comments—Add comments to provide any additional information. This is only visible to Managed Services Console admins through the Managed Services Console.

8. Review the Summary information and if it is okay, click Submit.
   If any information is incorrect or requires updating, click Edit or Previous to return to that step and make changes as required.

The customer is created and displayed on the Customer Management tab.

###Create a New Account without a Deal ID

1. Navigate to Customer Management and click Start New Account.
   You can start creating a new account without a Deal ID from Cisco Commerce Workplace (CCW); however, you will need a Deal ID to convert an Umbrella trial to a subscription.

2. Click I don't have a Deal ID.

3. Check the Continue without Deal ID check box and then click Next.

4. Enter the company name, for which you are creating the account, and then click Search.

5. Optionally, enter the company name and click Advanced. Apply the available filters to narrow your search, and then click Search.
   Note: The Advanced option is enabled after you enter the company name.

6. From the returned list of company addresses, click the correct customer listing.

7. On the updated Customer Information step, add at least one Customer Email Address and then click Next.

• You can add up to 10 email addresses. Press Return / Enter to add additional email addresses. Next is disabled until you add at least one email address.
• The Umbrella welcome email is sent to the entered email addresses.
• This email includes important information for your trial customer.

If this is not the correct customer information, click Reset to clear customer information and try again.
Note: You cannot manually enter the Customer Billing Information.

8. Complete Deal Information and click Next.

• Package Selection—The package you select determines the minimum number of seats you must add. For information about packages, see our MSSP Partners page. Scroll down to the "Umbrella for MSSPs Offerings" section.
• DNS Security Advantage—10 seat minimum
• DNS Security Essentials—10 seat minimum
• SIG Advantage—one seat minimum
• SIG Essentials—one seat minimum
• Platform—500 seat minimum
• Insights—one seat minimum
• Professional—one seat minimum
• Cisco Umbrella for EDU—one seat minimum
• Cisco Umbrella for Wireless LAN—one seat minimum
  For information about various packages available to you, see our Umbrella Package Comparison page.
• Number of Seats—You must add at least the minimum number required for the selected Umbrella package.
• License—Only Term is used for licensing when you are adding a trial. Licensing is configured through Purchasing. For more information, see Manage Licensing.
• CCW Deal Owner—Enter the email addressed of the employees in your organization (the Partner) who will manage the quotes/deal in CCW. You can add up to six emails, each separated by a comma, semicolon, or space.
• Comments—Add comments if you wish to provide any additional information. This is only visible to Managed Services Console admins through the Manager Services Console.

9. Review the Summary and if it is okay, click Submit.
   If any information is incorrect or requires updating, click Edit or Previous to return to that step and make changes as required.

The customer is created and displayed on the Customer Management tab.

Create a New Account with MSLA Licensing

1. Navigate to Customer Management and click Start New Account.

2. Select MSLA Licensing and click Next.

3. Add customer information and click Next.

• Add at least one Customer Email Address. Press Return / Enter to add additional email addresses. You can add up to 10 email addresses. Next is disabled until you add at least one email address.
• The Umbrella welcome email is sent to the entered email addresses.
• This email includes important information for your trial customer.

4. Click Create as Customer, select a package, fill in the Number of Seats, then click Next.

• Package Selection—The package you select determines the Umbrella features available to the customer. For more information about packages, see our MSSP Partners page. Scroll down to the "Umbrella for MSSPs Offerings" section.
• DNS Security Advantage—10 seat minimum
• DNS Security Essentials—10 seat minimum
• SIG Essentials—one seat minimum
• Insights—one seat minimum
• Number of Seats—Represents the number of users covered by Umbrella. You must add at least the minimum number required for the selected Umbrella package.
• License—Reflects the license type selected earlier. For more information, see Manage Licensing.
• Comments—Any comments about the customer or other notes. This is only visible to Managed Services Console admins through the Managed Services Console.

5. Review the Summary and if it is okay, click Submit.
   If any information is incorrect or requires updating, click Edit to return to that step and make changes as required.

The customer is created and displayed on the Customer Management tab.

Add a New Account for Secure MSP Center

1. Navigate to Customer Management and click Start New Account.

2. Enter the Customer Information and click Next.

• Enter at least one Customer Email Address and then click Next.
• You can add up to 10 email addresses. Press Return / Enter to add additional email addresses. Next is disabled until you add at least one email address.
• The Umbrella welcome email is sent to the entered email addresses.
• This email includes important information for your trial customer.

3. Click Create as Customer and choose a package from the Package Selection drop-down list.
   Note: Currently, only DNS Security Advantage and DNS Security Essentials are available under Package Selection.

4. Enter the seats required in the Number of Seats field.

• Package Selection—The package you select determines the Umbrella features available to the customer. For more information about packages, see MSSP Partners page. Scroll down to the "Umbrella for MSSPs Offerings" section.
• Number of Seats—Represents the number of users covered by Umbrella. You must add at least one seat.
• License—Reflects the license type selected earlier. For more information, see Manage Licensing.
• Comments—Any comments about the customer or other notes. This is only visible to Managed Services Console's admins through the Managed Services Console.

5. Click Next.

6. Review the Summary and click Submit.
   If any information is incorrect or requires updating, click Edit or Previous to return to that step and make changes as required.

The customer is created and displayed on the Customer Management tab.

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Customer Management < Add a New Customer > Update Customer Information