Adding an Integrator or Installer Account

MSP Administrators can create a new role, an Integrator or Installer, and assign them with the task of managing MSP-ECs.

To add an Integrator or Installer account, perform the following steps.
  1. In the Customers page, select the Integrator & Installer sub-tab.
    Using the Integrator & Installer wizard, you can add a new Integrator or Installer account.
    The Add Account diaglog box appears.
  2. On the upper right corner, click Add.
    The Add Account dialog box appears.
    Add Account (Account Details)
  3. Choose an account type and complete the account details.
    • Integrator: The access period of the integrator role is unlimited
    • Installer: The access period of an installer role is limited.
    You must enter all details, such as account name, address, MSP Administrator, and email, name, and admin role of the Account; the admin role for Integrator/Installer is by default is Prime Admin and it cannot be modified. Click Next.
  4. In the Customers page, specify the access period and select the customer accounts to assign to this account, and then click Next.
    Using the Seach Customer feature, you can search for a specific customer to assign to the Integrator or Installer account.
    Add Account (Customers)
  5. In the Licenses page, allocate the required Wi-Fi licenses and Switch licenses and set the service expiration date and then click Next.

    The Service Start Date is the day on which the account was created. You can customize the Service Expiration Date or choose a value from the drop-down.

    Add Account (Licenses)
  6. In the Summary page, review the account details and then click Add.
    The newly added account appears under the the Integrators & Installers sub-tab. You can view the list of Integator or Installer accounts in the MSP Dashboard.