Product Documentation

Creating Customers

Jun 05, 2015
Updated: 2013-02-22

By default, the Service Provider Administrator and Reseller Full Administrator roles can create a Customer, the first step in using the Services Manager. Perform the following procedures by selecting New Customer from the main menu.

To create a basic Customer with default settings, gather the customer name, email contact information, and primary domain name. You can choose to provide more detail when you create a customer, specifying additional information such as:
  • Detailed customer contact information
  • Language (locale) for users
  • Password and email management specifications
  • Security roles to assign or disable for the customer
After you create and initially provision a customer, the Services Manager will automatically prompt you to create the initial administrator for the customer as described in Creating Customer Administrators. If you do not create an administrator at this time, the first user created for the customer is an administrator.
Note: After you create a Customer, you can edit the customer properties as described in To modify customers.

To create customers with all restricted security roles

  1. From the main menu, click Customers > New Customer.
  2. If not expanded, expand Customer Details, then select or type the following information:
    Location
    Synonymous with an Active Directory forest. Standard Services Manager installations consist of one location. This selection is displayed if more than one location has been configured. Select the location where this customer and related users will reside. The location cannot be changed after this customer is created and saved.
    Full name
    Full name of the customer.
    Code
    Customer code automatically generated from the customer Full Name. You can optionally edit this field to replace the generated code.
    Contact Name
    Name of the person or entity to contact and associated with the customer.
    Email Address
    Contact email address in the format of username@domain-name.
  3. If not expanded, expand Domain Management and type the new customer's domain name.
  4. Select Primary to select this domain as the primary domain for this customer.
    Note: The customer is limited to a single primary domain. If you add another domain and select Primary, the added domain becomes the primary domain.
  5. Select the DNS Zone check box to create a DNS zone for each domain entered and click Update.
    Note: This option is displayed if the DNS service is installed and configured in the Services Manager, with the Manage DNS customer setting enabled. Only domains owned by the customer can become a DNS zone. When the customer is provisioned, this domain will be added to the DNS service.
  6. Click Add to add more domains.
  7. When you are finished, click Provision to create the customer. Otherwise, click Additional Options or expand Advanced Properties to add more detail about the customer.

To add more customer details (Additional Options)

  1. On the Customer Details page, click Additional Options.
  2. Under Address, add complete address information. Services Manager will automatically populate the required Country property fields in Active Directory (co, c, and countryCode) from the country you select from the Country drop-down list.
  3. Under Phone, add the following information:
    • In Phone Number and Fax Number, add complete telephone and fax information.
    • In Billing Identifier, type a unique identifier that is used to link the customer to a billing system.
    • In Language Code, if multiple languages have been configured or installed, select a language for the Services Manager interface, email messages, and so on.
    • In Minimum Password Length, the value is automatically populated with the Active Directory Group Security Policy setting. This setting defines the minimum password length for this customer or user. You can manually update this field with a length greater than that defined by the Active Directory policy.
    • In Password Banner Display Days, define the number of days before a password expiration notification is displayed to the user. For example, if this field's value is 89, the password expiration notice is displayed on day 90. The length of time that a password is valid is defined by an Active Directory policy.
    • In Prepay Customer, select whether the customer has pre-pay or post-pay billing. Select Yes to indicate that the customer will pre-pay for service. Select No to indicate that the customer will be billed later in the month for services rendered (post-pay). After you select post-pay billing, it cannot be changed later to pre-pay.
  4. When you are finished, click Provision to create the customer. Otherwise, expand Advanced Properties to add more detail about the customer.

To specify advanced properties for a customer (Password, Roles, Email Management)

  1. On the Customer Details page, click Advanced Properties to manage basic password policy, assign or disable roles, manage email address patterns.
  2. Configure the following options:
    • In Change password at next logon, select Yes to require the customer's users to create a password the first time they log on. Select No to disable the change password feature. Default setting for new users. When you create a new user, you can still specify whether the user needs to change their password when they first log on.
    • In Allow passwords to Never Expire, select Yes to give the User Administrator the ability to set user passwords to Never Expire. You must select Yes if you want to use the AD Sync tool. Select No to allow user passwords to expire at regular intervals.
      Note: You must select Yes if you want to enable AD Sync services for the customer. This ensures the remote domain, not the hosting domain, controls the interval at which passwords are reset. If this setting is not configured when provisioning the AD Sync service to the customer, Services Manager automatically configures this setting to Yes.
    • In Organizational Structure, select from the drop-down list how users are grouped in an Active Directory User OU (organizational unit). You can choose to leave users ungrouped, group by department or location, or place them in a user specified group.
  3. In Brand, choose one of the following options to specify the branding applied to the customer and that users see when logging on to the Services Manager:
    • Select URL (selected by default) to use the branding associated with the customer's URL. Customers of the service provider or reseller customers log on to the Services Manager using the URL provided by the service provider or reseller.
    • Select Default to use the branding associated with the reseller. That is, the sub-customer of a reseller inherits the reseller branding and all users see that branding when logged on.
    • Select Custom to use the custom branding selected from the drop-down list. This setting overrides the URL setting after users log on to the Services Manager.
  4. In Restricted Roles, select a role to deny that role to the customer's sub customers and users. In general, all user or administrator security roles are enabled for the customer by default. For more information about security roles, see Managing Security Roles.
  5. In Allowed Roles, select one or more security roles in the list to assign to the customer. Afterward, the customer can assign that role to its customers and users.
  6. In Patterns, specify how the user display name and email address are displayed to new users. Patterns updated here are for new users, not existing users.
  7. When you are finished, click Provision to create the customer with advanced properties.