Product Documentation

Create new customers

Jun 05, 2015
Updated: 2013-09-20

By default, the Service Provider Administrator and Reseller Full Administrator roles can create a customer.

To create a customer with default settings, gather the customer name, email contact information, and primary domain name. You can provide more detail 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, Services Manager prompts you to create the initial administrator for the customer as described in To create 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 Services Manager menu bar, click Customers > New Customer. The Create Customers page appears.
  2. Under Customer Details, select or type the following information:
    • In Location, select the location where this customer and related users will reside. This selection is displayed if multiple location have been configured. The location cannot be changed after the customer is created and saved.
    • In Full name, enter the full name of the customer.
    • In Code, the customer code is automatically generated from the customer's Full Name. You can edit this field to replace the generated code.
    • In Contact Name, enter the name of the person or entity associated with the customer as the primary point of contact.
    • In Email Address, enter the contact email address in the format of username@domain-name.
  3. Under Domain Management, 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 control panel. 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 automatically populates the required Country attributes in Active Directory (co, c, and countryCode) when you select a country 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, you cannot change it later to pre-pay.
    • In Currency Symbol, select the currency symbol for the customer. Choose Custom to assign a specific currency symbol. To enable this setting for all customers, see To enable currency symbols for customers.
    • In Customer OU, select the Active Directory organization unit under which the customer's OU will reside. By default, the Customers OU that was created when the location was configured is selected.
  4. When you are finished, click Provision to create the customer. Otherwise, expand Advanced Properties to add more information 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. 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 Manage 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.

To enable currency symbols for customers

  1. From the Services Manager menu bar, click Configuration > System Manager > Control Panel Properties.
  2. In Application, select Cortex.
  3. In Property, select isPricesEnabled.
  4. Click Edit and, in Value, enter True to enable currency symbols for customers. By default, this value is False.