Manage customers
Business Enterprise Elite This is an Early Availability draft of the documentation. This documentation is not final and it will get updated until the General Availability of the feature.
Overview
This topic provides information on how to add customers to the Managed Service Providers portal. While adding a customer, you can assign the service plan for the customer.
Add a customer
In the MSP portal, you can add customers and configure a service plan for them. Along with the service plan, you can also configure the credit quota, the effective start and end date of the quota, and the license expiry date.
Procedure
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On the main toolbar of the MSP portal, click Customers.
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On the Customers page, click Add Customer.
- On the Add Customer page, specify appropriate values in the fields.
Field Description Account Details Account Name The name of the customer account. Address The address of the customer. Phone Number The phone number of the customer. Organization Name The name of the organization. Tenant Admin
The customer administrator who will manage the customer account.
The administrator with the Tenant Administrator role appears in the field.You can assign multiple tenant administrators to a single customer account.
For more information about roles and permission, see Role based Access Control.Service Details Service Plan The service plan that the customer has subscribed to. Tenant Type The customer tenant type. Storage Region The region selected for the data storage. Credit Quota The credit quota to be allocated to the customer. Quota Effective Date The date from when the credit quota is applicable. Quota End Date The end date when the credit quota expires. License Expiry Date The date of license expiry. - After specifying the appropriate values in all required fields, click Save.
The new customer is added to the Customers page.
View customer details
From the Customers page, you can select a customer to view the details, which include the details about a customer account, service plan, storage and credits, and backup jobs.
Procedure
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On the main toolbar of the MSP portal, click Customers.
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On the Customers page, click the customer name in the Name column.
The Customer Details page opens with the summary of the customer account, service plan, and contact details. For more information, see Customer Details page.
Edit customer details
On the Customers page, you can select a customer and edit the details.
Procedure
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On the main toolbar of the MSP portal, click Customers.
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On the Customers page, select the customer to change the details.
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Click the Options menu and select Edit.
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In the Edit Customer dialog box, make the necessary changes and click Save.
For more information about fields, see Add a customer.
Search a customer
On the Customers page, you can search for the customer by name.
Procedure
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On the main toolbar of the MSP portal, click Customers.
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On the Customers page, click in the Customer Name field.
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Enter the customer name that you want to search and press Enter.
The customers’ list is updated, displaying the customer names that match with the specified name.
Filter customers list
On the Customers page, you can filter the list of customers based on the workloads and storage regions.
Procedure
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On the main toolbar of the MSP portal, click Customers.
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On the Customers page, click the filter button next to the Customer Name field.
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In the Filters dialog box, select required values for Workloads and Storage Regions filters.
For both fields, you can select multiple values.-
Click Reset to clear the selected filter values.
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- Click Apply.
The customers' list is updated based on the selected filter criteria. - Click the Filter icon again to close the Filters dialog box.
Sort the customers’ list
The customers’ list table provides a sorting option to sort the list by customer name, license expiry date, credit quota, and the license effective date.
Note: At one time, you can sort the customers’ list only by one column.
Procedure
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On the main toolbar of the MSP portal, click Customers.
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On the Customers page, click the Name, Expiry, Credit Quota, and Effective Date columns to sort the customers’ list.
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Next to the column name, the single arrow icon indicates the column by which the customers’ list is sorted.
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The direction or the arrow indicates whether the list is sorted in Ascending order or Descending order. Click the arrow icon to change the sort order.
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Add a contact person
On the Customers page, you can add one or more contact persons who represent the customer organization.
Procedure
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On the Customers page, click the customer name in the Customer Name column.
The Customer details page opens.
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In the Contact Details section, click Add Contact.
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In the Add Contact dialog box, enter the appropriate details of the contact person.
For example, name, phone number, and email address. - Click Save.
The contact person is added to the list.
Edit the contact person details
On the Customers page, you can update the contact person details.
Procedure
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On the Customers page, click the customer name in the Customer Name column.
The Customer Details page opens.
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In the Contact Details panel, select the contact to update the details.
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Click the Options menu, and select Edit.
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In the Edit Contact dialog box, update the required details.
- Click Save.
The selected contact person's details are updated in the contacts list.
Delete a contact person
On the Customers page, you can delete the contact persons added for the customer.
Procedure
- Log in to the MSP portal.
- On the Customers page, click the customer name in the Customer Name column.
The Customer Details page opens.
- In the Contact Details section, select the contact person that you want to delete.
- Click the Options menu, and select Delete.
- In the confirmation message dialog box, check the message and click Yes, Delete to confirm deleting the contact.
The selected contact person is deleted from the contacts list.
Access Tenant Console
On the Customers page, you can access the Druva Console for a customer and view the summary of data protection, service utilization, storage growth, and cloud status.
Procedure
- Log in to the MSP portal.
- On the main toolbar of the MSP portal, click Customers.
- On the Customers page, select the customer name and click Access Tenant Console.
- Druva Console opens in a new tab in the browser.
Note: In the Services section on the Druva Console, the options under the CloudRanger product are enabled by default. However, these options are not accessible as the license is only enabled for Phoenix.