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Druva Documentation

Manage customers

Phoenix Editions: File:/tick.png Business File:/cross.png Enterprise File:/tick.png Elite

 

Overview

This topic provides information on how to add customers to the Managed Services Center portal. While adding a customer, you can assign the service plan for the customer.

Add a customer

In the MSC 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

  1. On the main toolbar of the MSC portal, click Customers.
  2. On the Customers page, click Add Customer.
    MSP_ViewCustomers.png
  3. On the Add Customer page, specify appropriate values in the fields.
    MSP_AddCustomer.png
    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.
    Customer Name The name of the customer.

    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.
    License Expiry Date The date of license expiry.
    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.
  4.  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

  1. Log in to the MSC portal.
  2. On the main toolbar of the MSC portal, click Customers.
  3. 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.
    MSP_CustomerSummary.png

Edit customer details

On the Customers page, you can select a customer and edit the details.

Procedure

  1. Log in to the MSC portal.

  2. On the main toolbar of the MSC portal, click Customers.

  3. On the Customers page, select the customer to change the details.

  4. Click the Options menu and select Edit.

    Edit Customer

  5. 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

  1. Log in to the MSC portal.

  2. On the main toolbar of the MSC portal, click Customers.

  3. On the Customers page, click in the Customer Name field.
    Search Customer By Name

  4. 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

  1. Log in to the MSC portal.

  2. On the main toolbar of the MSC portal, click Customers.

  3. On the Customers page, click the filter button next to the Customer Name field.
    Filter by Customer Name

  4. 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.

  5. Click Apply.
    The customers' list is updated based on the selected filter criteria.
  6. 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

  1. Log in to the MSC portal.

  2. On the main toolbar of the MSC portal, click Customers.

  3. On the Customers page, click the Name, Expiry, Credit Quota, and Effective Date columns to sort the customers’ list.
    Sort Customers List

    • Next to the column name, the single arrow icon indicates the column by which the customers’ list is sorted.

    • 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.

Add a contact person

On the Customers page, you can add one or more contact persons who represent the customer organization.

Procedure

  1. Log in to the MSC portal.

  2. On the Customers page, click the customer name in the Customer Name column.
    The Customer details page opens.

    Customer Details page

  3. In the Contact Details section, click Add Contact.

    Add Customer Contact Person

  4. In the Add Contact dialog box, enter the appropriate details of the contact person.
    For example, name, phone number, and email address.

  5. 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

  1. Log in to the MSC portal.

  2. On the Customers page, click the customer name in the Customer Name column.
    The Customer Details page opens.

    Customer Details page

  3. In the Contact Details panel, select the contact to update the details.

  4. Click the Options menu, and select Edit.
    Edit Customer Contact Details

  5. In the Edit Contact dialog box, update the required details.

  6. Click Save.
    The selected contact person's details are updated in the contacts list.

     

On the Customers page, you can delete the contact persons added for the customer.

Procedure

  1. Log in to the MSC portal.
  2. On the Customers page, click the customer name in the Customer Name column.
    The Customer Details page opens.
    Customer Details page
  3. In the Contact Details section, select the contact person that you want to delete.
  4. Click the Options menu, and select Delete.

    Delete Customer Contact Person
  5. 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.

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

  1. Log in to the MSC portal.
  2. On the main toolbar of the MSC portal, click Customers.
  3. On the Customers page, select the customer name and click Access Tenant Console.
    Access Tenant Console
  4. Druva Console opens in a new tab in the browser.Druva Console

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.

Delete a Customer account

 Before deleting the customer account, you must suspend the customer account.

Procedure

  1. Log in to the MSC portal.

  2. On the main toolbar of the MSC portal, click Customers.

  3. Click the Options menu and select Delete.

    Delete Customer Account

  4. In the Confirmation dialog box, click Delete.

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