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
-
On the main toolbar of the MSP portal, click Customers.
-
On the Customers page, click New Customer.
- On the New 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. Service Details Service Plan The service plan that the customer has subscribed to. Tenant Type The customer tenant type.
Default tenant is Evaluation.
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
-
On the main toolbar of the MSP portal, click Customers.
-
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
-
On the main toolbar of the MSP portal, click Customers.
-
On the Customers page, select the customer to change the details.
-
Click the Options menu and select Edit.
The Edit Customer page appears.
-
Make the necessary changes and click Save.
Add a contact person
On the Customers page, you can add one or more contact persons who represent the customer organization.
Procedure
-
On the Customers page, click the customer name in the Customer Name column.
The Customer details page opens.
-
In the Contact Details panel, click New Contact.
-
In the New 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
-
On the Customers page, click the customer name in the Customer Name column.
The Customer Details page opens.
-
In the Contact Details panel, select the contact to update the details.
-
Click the Options menu, and select Edit.
-
In the Edit Contact dialog box, update the required details.
-
Click Save.
The selected contact person's details are updated in the contacts list.
Access Druva Console
On the Customers page, you can access Druva Console for a customer and view the summary of data protection, service utilization, storage growth, and the cloud status.
