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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

  1. Navigate to Customer Management and click Start New Account.
  1. Add Customer Information and click Next.
  1. Add Number of Seats and click Next.
  1. 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.

Add a New Account for MSSPs

Create a New Account with a Deal ID

  1. Navigate to Customer Management and click Start New Account. You are taken directly to the Deal ID Verification page.
    You can start creating a new account with a Deal ID from Cisco Commerce Workplace (CCW).
  1. Enter the Deal ID and click Next.
  1. Enter the company name in the Search field for which you are creating the account and then click Search.
  1. Optionally, enter the company name in the Search field and click Advanced. Apply the available filters to narrow your search, and then click Search.
    Note: Once you entered the company name, the Advanced option becomes enabled.
  1. From the returned list of company addresses, click the correct customer listing.
    Note: The customer information is auto populated.
  1. On the updated Customer Information step, add at least one Customer Email Address and then click Next.
    This email address is where the Umbrella Welcome email is sent. This email includes important information for your trial customer.
    You must press Return / Enter to add additional email addresses. Next is disabled until you add an email address.
    If this is not the correct customer information, click Reset to clear customer information and try again.
    Note: You cannot manually enter the customer information.
  1. 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
    • 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.
  1. 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.

Create a New Account without a Deal ID

  1. Navigate to Customer Management and click Start New Account. You are taken directly to the Deal ID Verification page.
    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.
  1. Click I don't have a Deal ID.
  1. Check the Continue without Deal ID check box and then click Next.
  1. Enter the company name in the Search field for which you are creating the account and then click Search.
  1. Optionally, enter the company name in the Search field and click Advanced. Apply the available filters to narrow your search, and then click Search.
    Note: Once you entered the company name, the Advanced option becomes enabled.
  1. From the returned list of company addresses, click the correct customer listing.
    Note: The customer information is auto populated.
  1. On the updated Customer Information step, add at least one Customer Email Address and then click Next.
    This email address is where the Umbrella Welcome email is sent. This email includes important information for your trial customer.
    You must press Return / Enter to add additional email addresses. Next is disabled until you add an email address.
    If this is not the correct customer information, click Reset to clear customer information and try again.
    Note: You cannot manually enter the customer information.
  1. 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.
  1. 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.

Create a New Account with MSLA Licensing

  1. Navigate to Customer Management and click Start New Account.
  1. Select MSLA Licensing and click Next.
  1. Add customer information and click Next.
    Add at least one Customer Email Address. This email address is where the Umbrella Welcome email is sent. This email includes important setup information for your customer.
  1. Select Create as Customer and select a package and 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 Manager Services Console.
  1. Review the Summary information 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.

Add a New Account for Secure MSP Center

  1. Navigate to Customer Management and click Start New Account.
  1. Enter the Customer Information and click Next.
    Enter at least one email address in the Customer Email Addresses field. The Umbrella Welcome email is sent to entered email address. This email includes the important setup information for your customer.
    You must press Return / Enter to add multiple email addresses. Next is disabled until you enter an email address.
  1. Click Create as Customer and choose a package from the Package Selection drop-down list.

Currently, only DNS Security Advantage and DNS Security Essentials are available as package under Package Selection.

  1. 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 Manager Services Console.
  2. Click Next.
  1. Review the Summary information and click Submit.
    Click Edit / Previous to return to the step and make the necessary changes.

Updated about a month ago

Add a New Customer


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