When adding a new account, and MSLA is the licensing option, new customers are added directly to Umbrella as subscriptions. For more information about licensing options, see Manage Licensing.

When adding a new account, an MSSP customer trial of the Umbrella dashboard is NOT started if you have selected MSLA or Both—and subsequently select MSLA—as your licensing option when adding a new account.

Prerequisites

• Licensing is configured through the MSSP Settings > Purchasing page. To add a new customer, you must use MSLA or Both. For more information, see Manage Licensing.

Procedure

1. Navigate to Customer Management and click Start New Account.
   • If you have selected MSLA as your licensing option, you are taken directly to the customer information page.
   • If you have selected Both as your licensing option, you are first taken to the Deal ID Verification page. Select Create Customer under MSLA.

2. 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.

3. Complete deal information and click Next.
   • Package Selection—The package you select determines the minimum number of seats you must add. For more information about packages, see our MSSP Partners page. Scroll down to the "Umbrella for MSSPs Offerings" section.
   • Number of Seats—You must add at least the minimum number required for the selected Umbrella package.
   • License—Only MSLA is used for licensing when you are adding a customer. Licensing is configured through Purchasing. For more information, see Manage Licensing.

4. Review trial 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.

Manage MSSP Customers < Add a New Customer > Update Customer Information