Adding an MSP End Customer

After setting up a customer's portal, you can add your customers.

To add an end customer, perform the following steps.
  1. From the MSP Dashboard, select the Customers tab.
  2. Click Add Customer.
    The Add New Customer dialog box appears.
    Add New Customer
  3. Enter the name of the customer in the Customer Account Name field.
  4. Enter the customer address in the Address field.
  5. Enter the number of Wi-Fi paid licenses you want to assign to the customer in the Assign Wi-Fi Licenses field.
  6. Enter the number of switch licenses you want to assign in the Assign Switch Licenses field.
  7. By default, the current date is selected as the Service Start Date.
  8. Select a Sevice Expiration Date from the calendar. The service expiration date is not the same as license expiration date for CLD-xx licenses. This is the date up to which the MSP is extending service to their end customer.
  9. Select an MSP Administrator. Click Manage and choose an appropriate option.
  10. Click Choose correspodning to Integrator to select an integrator.
    The Choose Integrator dialog box appears. You can view the list of existing Integrators.
    Choose Integrator
  11. Choose an Integrator and then click Save.
    When you chose an Integrator for the customer, the Choose button is replaced by the Change button. Click Change to change the Integrator.
  12. Click Choose correspodning to Installer to select an installer.
    The Choose Installer dialog box appears. You can view the list of existing Integrators.
    Choose Installer
  13. Choose an Installer and then click Save.
    When you chose an Installer for the customer, the Choose button is replaced by the Change button. Click Change to change the Installer.
  14. In the Customer Administrator section, enter the email address in the Email field.
  15. Click Add.
    An MSP administrator can select a customer by clicking on its name and navigate to the customer's dashboard.