Product Documentation

Manage Customers

Jun 05, 2015
A common task for a service provider or reseller to perform after logging on to the CloudPortal Services Manager is to create a customer. A customer is a container that can consist of:
  • Hosted services that can be configured and made available (that is, provisioned) to the customer's users
  • A customer administrator who can create and manage users, and provision services to them
  • Users who access one or more services with which they have been provisioned
  • Additional customers (known as resellers or tenants) who, in turn, can create and manage customers and users of their own, and provision services to them

To create a reseller, the service provider provisions a customer with the reseller service. Reseller-customers can, in turn, create their own customers and enable them to be resellers as well. Service providers have access to advanced system configuration functions, such as service configuration, which resellers do not.

As you create a customer through the Services Manager, you specify the customer location (that is, the hosted domain), its Active Directory organizational structure (optionally), and any advanced properties. Advanced properties can include password expiry rules, additional organizational structure, and service security roles. You can select one or more security roles to enable the customer to administer available services. As a final step, the provisioning engine creates an organization structure and security groups in Active Directory for the defined customer.

Getting Started

Creating a customer consists of these initial steps:
  1. Create a new customer by selecting Customers > New Customer from the main menu.

    You can quickly create a customer with minimal details: name, email contact information, and a domain name. The Services Manager assigns a default set of restricted and allowed security roles in this case. Alternately, you can add more detailed information and choose roles for the customer and any inherited customers and users.

  2. Create a customer administrator user to manage users and administer services in the customer's organization.

    After creating a customer, the Services Manager automatically prompts you to create an administrator user. You can cancel this operation, but this first user created for a customer is always an administrator user.

  3. Provision available services to a customer, an action performed by a service provider or reseller.
  4. Create users to whom services are later provisioned, an action performed by a customer administrator.
  5. Provision services to users, an action performed by the customer administrator.