(Draft) Navigate the Managed Services Console for Secure MSP Center

Secure MSP Center simplifies SaaS-based security for MSPs and makes it easier to manage clients' security from cyberattacks. It helps to manage multiple clients, administer policy, streamline onboarding, and automate enforcement in a faster, easier, and more customizable way. Currently, Umbrella DNS Essentials and DNS Advantages are available. For more information, see Cisco Secure Managed Service Provider (MSP).

Umbrella for Secure MSP Center includes the following components:

• Centralized Reports
• Centralized Settings
• Customer Management
• Settings
• Partner Resources
• Cisco MSP Accounts

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.

Notifications

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 Overview, 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:

• Customer Management
• Managing Customer Trials

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 the license used. For more information, see Manage Licensing.

Customers

The Customer Management overview lets you quickly access customer information and customer Umbrella dashboards. The 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.

1. Navigate to Customer Management.
2. Click View Dashboard for the appropriate customer to navigate to the customer's Umbrella dashboard.

Trials

The Trial Management overview lets you quickly access trial information, 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. 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.

Filters

You can use the Filters option either on the Customers Management page or the 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 active, pending, or expired customers or trials.

You can also sort customers and trials.

1. Click Sorted by drop-down list and choose a sorting option and then choose 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.

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Tip

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.

##Settings

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 over 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: Managed Services Consoles provide first level support to their customers; however, the Managed Services Console 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

##Cisco MSP Accounts

In Cisco MSP Accounts, you can update the customer's payment details, card details and billing address. You can also access your billing history (Invoices, Credit memos, and Debit memos) and download the sub-account billing usage.

1. Click Cisco MSP Accounts.

2. Click Edit (the pencil icon) to update the Billing Address and Payment Method.

3. Update the Billing Address and Service-to-Address. You can check the Service-to-Address same as Bill-to check box if your Billing Address and Service-to-Address are the same.
   Note: You cannot update the Legal Company Name and Country.

4. Click Yes or No as per your tax exemption criteria. If Yes, choose an Exemption Type from the drop-down list. Click Continue.

5. Enter the Card Details and then click Save.

6. Under Billing History, you can download the Invoice, Debit Memos, Credit Memos, and Usage.

Visit the Cisco MSP Account portal for the following reasons:

• To update addresses, company name and tax exemption details
• To download invoices as PDF documents
• To access information such as monthly usage for accounting purposes
• To update card details if the card is lost, misplaced, or mutilated
• To resolve issues related to billing such as payment failure

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