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 Delegations, click Manage to access the Manage MSP Delegations sidebar. In the Users sub-tab, the administrators are assigned the system roles while the Privilege Groups sub-tab contains custom roles. Complete the following steps:
   1. In the Users sub-tab, select the check box of one or more MSP administrators in the Name column and select Prime Admin from the Role drop-down list. Note that a Tech Partner can be created only with the Prime Admin role. Use the search option to find an MSP administrator name by entering the partial (at least two characters) or full email address of the MSP administrator; all matching entries are displayed.
   2. In the Privilege Groups sub-tab, select the check box of one or more MSP Privilege Groups. Use the search option to find a privilege group by entering the partial (at least two characters) or full name of the Privilege Group; all matching entries are displayed.
      Note: The Privilege Group with the scope set to All MSP Customers from the Administration menu (Administration > Account Management > Users & Privileges > Privilege Groups > Add Privilege Group) is selected by default and is non-configurable. For the Privilege Groups with the scope set to Specific Customer(s), you can modify the scope by selecting or unselecting the check box.
   3. Click Save.
6. For Account Administrator, in the Email field, enter the email address of the administrator.
7. In the First Name and Last Name fields, enter the first name and last name of the administrator.
8. The Privilege Group field is greyed out and disabled. Only Prime Admins have the privilege to modify the role.
9. Click Next to go to the Customers page.
10. 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.
11. 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.
12. Select customers that you want to assign to the current Tech Partner and click Save.

    

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