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Druva Documentation

Manage customers

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

  1. On the main toolbar of the MSP portal, click Customers.

  2. On the Customers page, click New Customer.

    MSP Portal Customer Page

  3. On the New Customer page, specify appropriate values in the fields.

    MSP Portal New Customer
     
    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.
  4.  After specifying the appropriate values in all required fields, click Save.
    The new customer is added to the Customers page.

    New Customer Added To MSP Portal

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. On the main toolbar of the MSP portal, click Customers.

  2. 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.

    Customer Details page

Edit customer details

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

Procedure

  1. On the main toolbar of the MSP portal, click Customers.

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

  3. Click the Options menu and select Edit.

    Customer Edit Menu

    The Edit Customer page appears.

    Edit Customer Dialog

  4. 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

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

    Customer Details Contact Details

  2. In the Contact Details panel, click New Contact.

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

    New Contact

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

    Edit Contact Details

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

  3. Click the Options menu, and select Edit.
    Edit Menu To Update Contact

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

    Edit Contact Details

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

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.

Druva Console

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