Adding an End Customer

After setting up the customer portal, you can add your end customers and assign integrators or installers to the customers.

Complete the following steps to add an end customer.
  1. On the navigation bar, click My Customers > MSP Customers.
    The MSP Customers page is displayed.
  2. In the MSP Customers page, click Add Customer.
    The Add Customer Account page is displayed.
    Adding a Customer Account
  3. In the Customer Name field, enter the name of the end customer. The customer name must be unique.
  4. Click Manage next to MSP Delegations. In the Manage MSP Delegations sidebar, the Users and Privilege Groups sub-tabs are displayed. In the Users sub-tab, the administrators are assigned the system roles while the Privilege Groups sub-tab contains custom roles.
    • In the Users sub-tab, select the check box of one or more MSP administrators in the Name column and select an administrator role from the Role drop-down list. 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.
    • 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.
    • Click Save.
    Managing MSP Delegations

    The MSP Delegations section in the Add Customer Account page displays the MSP administrators and the associated privilege group (groups) in parenthesis.

  5. Click Manage next to Integrator, select one or multiple integrators in the Manage Integrator page, and click Save.
    The Manage Integrator page displays the existing integrators that you can assign to the end customer.
  6. For adding an installer, click Manage next to Installer, select one or multiple installers in the Manage Installer page, and click Save.
    The Manage Installer page displays the existing installers that you can assign to the customer.
  7. In the Service Tier section, you must select a service tier for the end customer.
    • Professional: If Professional is selected, the customer can benefit from advanced features such as Service Validation, Config Change, and Video Call QoE.
    • Essentials: If Essentials is selected, the customer cannot benefit from several advanced features including Service Validation, Config Change, and Video Call QoE.

    In RUCKUS One, MSPs are at the Professional tier of the subscription and so are their end customers. MSPs now have the flexibility to choose the Service Tier as Essentials or Professional for their end customers.

    Note:
    • The Service Tier option is displayed only for MSP end customers.
    • While adding an end customer, you must select the service tier.
    • You can upgrade or downgrade the subscription tier anytime. For more information on how to upgrade or downgrade the service tier, refer to Editing an End Customer.
    • To view the service tier in the tenant portal, go to Administration > Account Management > Subscriptions.
      The Subscriptions page displays the following information:
      • Subscription Utilization: Displays information about the subscription utilization.
      • Current Subscription Tier: Displays the current subscription tier.
      • Part Number: Displays the part number of the purchased subscription.
      • Device Count: Displays the number of devices.
      • Starting Date: Displays the date when the subscription was activated.
      • Expiration Date: Displays the subscription expiration date.
      • Time left: Displays the time remaining in the subscription.
      • Status: Displays the subscription status.
      Viewing Subscription Tier
  8. (Optional) Toggle the Customer Administrator option to add a customer administrator.
    1. In the Customer Administrator section, enter the email address of the administrator in the Email field.
    2. In the First Name field and the Last Name field, enter the first and the last name of the administrator.
    3. From the Privilege Group drop-down list, select a role and click Next.
      The Subscriptions page is displayed.
  9. On the Subscriptions page, by default, Trial Mode is selected. The Trial Mode subscription is valid for only 30 days, starting from the date of activation. You can upgrade from Trial Mode to Paid Subscription. For more information on licensing, refer to RUCKUS One Software Licensing Guide.
    Selecting Subscription: Trial Mode
  10. For Paid Subscription, specify the number of devices and the service expiration date.
    Selecting Paid Subscription
  11. Click Next.
  12. In the Summary page, review the customer information and click Add Customer.