MSP administrators can create a new role, an Integrator or Installer, and assign them the task of managing MSP end customers.

1. On the navigation bar, click Tech Partners.
   The Tech Partners page is displayed.
2. Click Add Tech Partner.
   The Add Tech Partner page is displayed.
3. In the Account Name field, enter the account name. The account name must be unique.
4. For Address, enter the physical address.
5. For MSP Administrator, click Manage to access the Manage Tech Partner Administrators page.
6. In the Manage MSP Administrators page, select the customer's MSP administrator and click Save.
7. For Account Administrator, in the Email field, enter the email address of the administrator.
8. In the First Name and Last Name fields, enter the first name and last name of the administrator.
9. In the Role list, select the role of the administrator:
   • Prime Admin
   • Administrator
   • Guest Manager
   • Read-Only
10. Click Next to go to the Customers page.
11. In the Customers page, under Access Period, select either Not Limited, or Limited to and set the number of days.
    Note: If set to Limited to, an Installer account is created, and if set to Not Limited, an Integrator account is created.
12. Click Manage corresponding to Assigned Customers to display the Manage Assigned Customers page. You can view all MSP end customers including the ones that are already assigned to other Integrators or Installers.
13. Select customers that you want to assign to the current Tech Partner and click Save.

    

14. Click Next to go to the Subscriptions page.
15. In the Subscriptions page, enter the number of devices.
16. For Service Expiration Date, set a custom date.
17. Click Next to go to the Summary page.
18. Review the information in the Summary page and click Add Tech Partner.