Add a new customer using the Customer Wizard

The Add Customer Wizard guides you through the creation of a new customer. The wizard takes you through the creation of the customer and default login, setting up a probe and adding devices.

Before you add customers, take time to read the topic Prepare your customer environment.

Run the Add Customer Wizard

To access the Add Customer Wizard:

  1. Navigate to the Service Organization level.

  2. Click Actions in the left hand navigation menu.

  3. Click Add Customer.

Create a Customer screen

Enter the customer name.

When selecting a name ensure:

  • Name does not start with these characters: =, -, +,@

  • Name does not contain these characters:  %, &, $, #, <, >, ;, " ,  /, \

Select the license type and basic network credentials for the customer. This is also where you can set the default User Name and Password that the Windows probes and agents use when running scripts, pushing software and performing other administrative tasks.

Add Devices screen

Use this screen to download and install a Windows probe. You can also manually install agents, set up devices for external websites or IP addresses such as a firewall external port or a SaaS solution. Use this screen to also invite mobile devices so you can manage them.

Manage Devices screen

This screen wraps up the wizard and enables you to add or import additional devices that may already have an agent installed, or to jump to the All Devices page to begin working with the customer devices.