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, select My Customers > MSP Customers.
    The MSP Customers page is displayed.
  2. On the MSP Customers page, click Add Customer.
    The Add Customer Account page is displayed.
    Add Customer Account
  3. In the Customer Name field, enter the name of the end customer. The customer name must be unique.
  4. In the Address field, enter the address.
  5. Click Manage next to MSP Delegations.
    The Manage MSP Delegations sidebar is displayed.
    Manage MSP Delegations
    • In the Users tab, select the checkbox next to the Name column for one or more MSP administrators, and then choose a system role from the Role drop-down list. You can use the Search option to display only the table entries matching the specified user Name or Email; enter a minimum of two characters. You can sort the list of users by attribute; simply click on the desired column header to reorder the list.
    • In the Privilege Groups tab, select the checkbox of one or more MSP Privilege Groups to assign custom roles. You can use the Search option to display only the table entries matching the specified user Name or Associated Admins; enter a minimum of two characters. You can sort the list of users by attribute; simply click on the desired column header to reorder the list.
      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 checkbox.
    • Click Save.
      Note: The MSP Delegations section in the Add Customer Account page displays the role of the Users and the associated Privilege Groups (groups) in parenthesis.
  6. Click Manage next to Integrator.
    The Manage Integrator sidebar is displayed. The page lists existing integrators that you can assign to the end customer.
    • Select one or multiple integrators. You can use the Search option to display only the table entries matching the specified user Name; enter a minimum of two characters.
    • Click Save.
  7. Click Manage next to Installer.
    The Manage Installer sidebar is displayed. The page lists existing installers that you can assign to the end customer.
    • Select one or multiple installers. You can use the Search option to display only the table entries matching the specified user Name; enter a minimum of two characters.
    • Click Save.
  8. In the Service Tier, select a service tier for the end customer.
    • Essentials: If Essentials is selected, the customer cannot benefit from several advanced features including Service Validation, Config Change, and Video Call QoE.
    • Professional: If Professional is selected, the customer can benefit from advanced features such as 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:
    • You can upgrade or downgrade the subscription tier anytime. For more information, refer to Editing an End Customer.
    • To view the service tier in the tenant portal, click Manage My Account to go to the tenant portal for your own RUCKUS One account. Select Administration > Account Management > Subscriptions.
  9. (Optional) Toggle the Customer Administrator switch on to add a customer administrator.
    Complete the following steps to add a customer administrator.
    1. In the Email Address field, enter the email address of the administrator.
    2. In the First Name 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.
  10. On the Subscriptions page, select a Start Service in subscription mode for the end customer. The options are Trial Mode and Paid Subscription.
    By default, Trial Mode is selected. The Trial Mode section displays the number of allowed devices in the Device Subscription, Trial Start Date and 30 Day Trial Ends on date.
    Note: 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 the RUCKUS One Software Licensing Guide.
    Add Customer Account - Trial Mode Subscription
  11. For Paid Subscription, specify the Device Subscription and the Service Expiration Date.
    • In Device Subscription, enter the number of devices.
    • Select the Service Expiration Date from the drop-down list. The options include Custom, Five Years, Three Years, One Year, 90 Days, 60 Days, and 30 Days. The date will auto-populates in all cases except Custom. Select the date if Custom option is selected.
    Add Customer Account - Paid Subscription
  12. Click Next.
  13. In the Privacy page, toggle the Enable application-recognition and control switch on to enable this setting. This setting specifies whether Application Recognition and Control (ARC) is enabled or disabled by default for the WLAN networks of newly added MSP customers.
    Note: The configuration follows the setting at the MSP administration level. Only Prime Admins and Administrators can override this setting.
    Privacy Setting
  14. Click Next.
  15. In the Summary page, review the customer information and click Add Customer.
You can see the newly added customer in the MSP Customers page.