Add a new customer using the Customer Wizard

The Add Customer Wizard guides you through creating a new customer. It walks you through setting up customer details, creating a default login, configuring a probe, and adding devices.

Before you add customers, take a moment to read Prepare your customer environment.

Open the Add Customer Wizard

  1. Navigate to the Service Organization level.

  2. Go to Actions > Add Customer.

Enter Customer Details

  1. Enter the customer name.

    When entering a name, make sure it follows these rules:

    • The name cannot start with: =, -, +, @
    • The name cannot contain: %, &, $, #, <, >, ;, ", /, \

  2. Select the license type.

  3. Enter the network credentials the system will use for device management.

  4. Set the default user name and password for Windows probes and agents. These credentials are used for tasks such as running scripts, pushing software, and other administrative operations.

Add Devices

Use this step to:

  • Download and install a Windows probe.

  • Manually install agents on devices.

  • Add other devices or endpoints, for example, external websites or IP addresses, such as firewall ports or SaaS endpoints.

  • Invite mobile devices for management.

Finish and manage devices

Choose one of the following:

  • Add or import devices that already have an agent installed.

  • Go to All Devices to begin managing the customer’s devices.