Navigate the Managed Services Console for MSSPs

With Managed Services, you can stop threats over any port before they reach your clients’ network and endpoints.
To get started with Managed Services Console for MSSPs, first determine Umbrella licensing and then add customer accounts.

Determine Licensing and Add Customers

When determining how to procure Umbrella licenses on behalf of your customers, you have two license types to choose from:

  • subscription licensing by term
  • pay-as-you-go (Managed Service License Agreement/MSLA) billing models

For more information about licensing, see Manage Licensing or contact your Umbrella sales representative and if you are not sure about which type of license to use, contact your Cisco sales representative.

See also, one of the following procedures:

Umbrella for MSSPs include the following components to manage customers:


Centralized Reports

Centralized Reports give you a single-pane-of-glass view of your entire customer base. You can quickly assess the health of your deployments, view security activity volumes, and identify any issues that require your immediate attention. These top-level reports let you assess and prioritize customers, allowing you to drill down to those that require your immediate attention, whether that means changing policies, remediating infected workstations, changing networks, or redeploying software. These reports are designed to give you a sense of the overall protection level and deployment status for all of your customers. For more information, see Monitor Customers through Centralized Reports.


The available centralized reports are:

  • Overview Report—Gives you a quick snapshot of two key features for all your customers: Activity Volume, and Deployment and Health Status.
  • Deployment Status Report—Gives you an overview of the total number of networks, Umbrella roaming clients, and VAs for your customer base.
  • Security Summary Report—Gives you an overview of traffic and security events for all of your customers.


At the top of the Overview, Deployment Status, and Security Summary reports you will find the Notifications area. Any notifications from Umbrella, including new feature announcements or information about scheduled maintenance, appear here.

  1. Navigate to Centralized Reports > Overview.
  2. Click the Expand icon to open the Message Center.

##Centralized Settings
Centralized Settings are policy settings that are shared with your customers' Umbrella dashboards. These settings include Destination Lists, Block Pages, Content Settings, Security Settings, Custom Integrations, and Advanced Settings. For more information, see Configure Centralized Settings.


##Customer Management
Customer Management is where you manage your customers and trials. You can add new customer accounts, start and change trials, make changes to customer settings, and access customer and trial Umbrella dashboards. For more information, see:

  1. Click Trials or Customers to toggle between the Customer Management page and the Trial Management page.
  2. Click Start New Account to add a new customer or start a trial—depending on license used. For more information, see Manage Licensing.


The Customer Management overview lets you quickly access customer information and customer Umbrella dashboards. Information listed includes:

  • Total Seats—The combined total number of seats currently in use for all customer accounts.
  • MSLA Volume—The total number of Managed Services License Agreements (MSLAs) currently in use.
  • Total Customers—The total number of customer accounts managed by this Managed Services Console. This includes accounts that have expired.

Note: The option to use MSLA licensing is only available when requested from your Cisco sales representative. For more information on how to use MSLA licensing, see the MSLA Ordering Guide.

  1. Navigate to Customer Management.
  2. Expand a customer to go to the Customer Management page for that customer.
  3. Click View Dashboard to go to the customer's Umbrella dashboard.


The Trial Management overview lets you quickly access trial information, trial Umbrella dashboards and start new trials. Information listed includes:

  • Total Seats—The combined total number of seats currently in use for all trials.
  • MSLA Volume—The total number of Managed Services License Agreements (MSLAs) currently in use.
  • Total Trials—The total number of trials accounts managed by this Managed Services Console. This includes trials that have expired.
  1. Navigate to Customer Management and click Trials.
  2. Expand a trial to go to the Trial Management page for that customer.
  3. Click View Dashboard to go to the trial's Umbrella dashboard.

Download Customer and Trial Information

Click the Download CVS icon to export commonly required information about your customers to a .CSV formatted file. This information includes fingerprint and orgID values that are needed to mass-deploy the Umbrella roaming client.



You can use Filters option either in Customers Management page or Trials Management page to view Active, Pending, or Expired customers or trials.

  1. Click Filters and then select Active, Pending, or Expired.
    The page updates to list on active, pending, or expired customers or trials.

You can also sort customers and trials.

  1. Click Sorted by and select a sorting option and then select Ascending or Descending.

Searching for Customers and Trials

Use the Managed Services Console's search capabilities to find customers or trials. The search bar starts listing customers or trials as soon as you enter a letter. Clicking a customer or trial takes you to that customer or trial's Umbrella dashboard.




You can limit the number of customers or trials you view to only those you want to see by typing in the Search for customer or Search for trial text box.




Under Settings, an administrator has access to the following:

  • Admins—Allows you to add a new staff administrator to the Managed Services Console. An administrator created in the Managed Services Console has full admin-level control to all customer Umbrella dashboards. If you would like to limit the new user to a single Umbrella dashboard, we recommend that you access that Umbrella dashboard and create a new login that is limited to just that Umbrella dashboard. This might be used if a customer wants access to their reporting data. For more information see, Add a New Administrator.
  • Audit Log—Records changes made by administrators to Managed Services Console settings. This log works in the same fashion as the Admin Audit Log on an individual Umbrella dashboard but is specific to the Managed Services Console. An admin sees entries related to events generated within the Managed Services Console. A typical action recorded would be the addition or deletion of a customer or seats assigned to a customer.
  • Contacts—Allows you to update your billing and support contact information. You can only have one billing contact and one support contact. For support, if customers that have access to their organization's Umbrella dashboard submit a ticket, the email for the ticket goes to this contact. Umbrella dashboard customers do not have access to Cisco support. The initial billing and support contacts are created when your account is first provisioned by Cisco. Once provisioned, you can change this information at any time.
    Note: MSSPs provide first level support to their customers; however, the MSSP can contact Cisco support for assistance. Email [email protected] or click the support link in the Managed Services Console.
  • Dashboard Co-branding—Allows you to add a graphic—for example, a company logo—to the Umbrella dashboard and Managed Services Console. You can also create a co-branded login page.
  • API Keys—Allows you to create an API key that is used for authentication to the Console Reporting API. For more information, see Umbrella APIs.
  • PSA Integration Details—Allows you to integrate a PSA with Umbrella for ticket creation and usage data. For more information, see Integrate a PSA.
  • Log Management—Allows you to store the DNS, URL, and IP logs of your customers offline in cloud storage. The storage is in Amazon S3 and after the logs have been uploaded, they can be downloaded and kept for compliance reasons or security analysis. For more information, see Manage Logs.
  • Purchasing—Allows you to select how you will procure licenses on behalf of your customer. How you create trials is dependent on your selection here. For more information, see Manage Licensing.

##Partner Resources


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