You can manage customers through the Customer Management tab.
Customers are added to the Managed Services Console by starting a new account. What happens next depends on the type of license selected. For more information, see Manage Licensing.
Customer Management lists:
- Package Selection—The package that is subscribed by the customer account.
- Total Seats—The combined total number of seats currently in use for all customer accounts.
Download Customer Information
Click the Download CSV icon to export commonly required information about your customers to a CSV formatted file. This information includes details such as the organisation name, organisation ID, values you need to mass-deploy the Umbrella roaming client and so on.
If the number of customers exceeds 10000, the download link is shared through email. Clicking on the link redirects you to the console and the download starts automatically.
From Customer Management, you can:
- Add a New Customer
- Update Customer Information
- Access a Customer's Umbrella Dashboard
- Reset a Customer Password
- Delete a Customer
Navigate the Managed Services Console for MSSPs < Customer Management > Add a New Customer
Updated 10 months ago