Manage Customers

Customer management allows users to update or remove existing customers.

• See Customer management in Management Console for details on the types of customer
• See Add Customers for how to add a new customers

Editing customers

To access customer editing options, this must be done from the Customer Management window:

1. Log on to the Management Console
2. In the Management section of the vertical menu, click Customers to open the customer Management window
3. Find the name of the customer to edit
4. Scroll to the right of the Customer and click the three vertical dots to open the action menu

   

5. Click Edit customer
6. Make any changes as detailed below
7. Click Save

You can change the settings that you configured when creating the customer and access additional settings on the numerous tabs:

General

• Name - You may rename the Customer, but please keep in mind that customer names are sometimes required for authorization. So users from the customer company will need to update their access credentials for the Cloud
• Parent Customer - Move the Customer to a different parent Customer
• Customer Level - Change the customer to a different customer level
• Service type for customer - Use the dropdown to select either All-Inclusive or Software-Only. See our Storage management guide for more information on the service types.See the full documentation on Storage management for more information on the service types.
• Service type to provide - Use the checkboxes to select which services the new customer will be able to provide to their customers, with a choice of All-Inclusive and Software-Only. See our Storage management guide for more information on the service types.See the full documentation on Storage management for more information on the service types.
• Customer Reference - Add additional information to identify the Customer
• Automatic Deployment - Enable or disable Automatic Deployment for devices under this partner
  • This feature allows unattended installation of the Backup Manager through the command line on Windows device. For full information see Enable Automatic Deployment in Management Console

Company

All fields in this tab are optional:

• Legal Name
• Website
• Country
• State
• Address
• Zip Code
• City
• District
• Phone number
• Fax number
• Camber of commerce #
• Vat #
• Bank Account #

Contacts

All fields in this tab are optional. Click Add Contact to add the names of people to contact and their details:

• Title
• First Name
• Last Name
• Position
• Email
• Phone Number
• Type:
  • Authorized signer
  • Administrative
  • Technical
  • Sales

Notes

Notes can only be added once a contact is created. Click Add Note to register past and upcoming communication activities, or relevant information regarding the Customer:

• Contact
• Type:
  • Phone
  • Email
  • Personal contact
  • Instant messenger
  • Contactless
• Status:
  • Planned
  • Done
• Date and Time
• Details

Custom Branding

• Sender Email Address - Change the email address used for scheduled reports (e.g. backup-reports@yourdomain.com). The default address is backup@n-able.com

Be aware if you use a custom sender address you will will need to verify the address by clicking on a verification link that arrives in the configured email address's inbox. If this does not happen then you will not receive any backup related emails (Let's get started, Backup daily Dashboards, reports, email views etc.).

• Enable Branding for Management Console - Once enabled, the following additional option is given:
  • Management Console header text - this allows you to change the text shown in the header of the Management Console from the default of Cove Data Protection to something different in line with your custom branding
• Enable branding for Backup Manager - Once enabled, the following additional options are given:
  • Header Text - This allows you to change the text shown in the header of the Backup Manager tool from the default of Backup Manager to something different in line with your custom branding
  • Menu Background - use the colour picker, RGB, HSL or Hex code to select a colour matching your branding
  • Page Background - use the colour picker, RGB, HSL or Hex code to select a colour matching your branding
  • Active Menu Title - use the colour picker, RGB, HSL or Hex codes to select a colour matching your branding
  • Standard Header - remove the default Cove header image and drop or browse to add a custom header image
  • Favicon - remove the default Cove favicon image and drop or browse to add a custom favicon image

Delete customers

You can remove only those customers that do not have any devices or customers of their own, or with any recovery locations assigned to them. This must be done from the Customer Management window:

1. Log on to the Management Console
2. In the Management section of the vertical menu, click Customers to open the customer Management window
3. Find the name of the customer to remove
4. Scroll to the right of the Customer and click the three vertical dots to open the action menu



5. Click Delete
6. Confirm your intention to delete the customer

Search by Customer ID

On the customer Management page, you may search the list of customers using the Customer name, or by using the Customer ID:

1. Log on to the Management Console
2. In the Management section of the vertical menu, click Customers to open the customer Management window
3. Click into the search bar and toggle on the search by customer ID

   

4. Enter the full Customer ID

   This search requires the entire Customer ID, partial searches will not return results

5. The searched for Customer ID will be returned in the both the left-hand search panel and the main customer list to the right-hand side in a tree structure with the parent and any child partners: