Congratulations on closing a customer deal! Now it’s time to set up that new customer.
On this page we will create a new workspace and do initial configuration. Each customer or tenant gets their own workspace – this is where all their users, devices, locations, and policies will be provisioned. Each workspace is completely independent of other workspaces.
Setting up a new customer entails three steps:
- Create Workspace
- Configure the Workspace to your customer’s needs
- Setup End-Users in the Workspace
We will execute each of these tasks below.
¶ Create Company Workspace
Login to your MSP admin console and navigate to the “Companies” tab and then click on “Add Company”.
Next, fill in the Name field with a unique Customer name for the workspace, select the Preferred Server location that is nearest to the customer HQ, and select the approximate number of users that this customer will have. Click on “Create Workspace”. For optimal Preferred Server selection, consult the guide on “Unlock Optimal Performance: Your Guide to Cybernode Preferred Server Selection!”
Once the process completes, the new Customer will exist in your list of Companies. Workspace and Company mean the same thing. Workspace creation is now complete; now move on to initial configuration.
¶ Configure Company Workspace
Click on the “View Admin Console” button for this Company to open the admin console that is specific to this tenant. This is the first button on the right side of the Company row.
Clicking that button will open a new Admin Console tab that is specific to this customer (this is the company or tenant workspace). The breadcrumbs at the top of the page inform you of where you are. In the image below, we are in the Admin Console page for the customer called “CookieCo”. All settings and actions in this instance of the Admin Console will be specific to only this customer.
¶ Default Settings for Users
We are going to begin with a few default settings that apply to all users.
Navigate to Admin Console > Settings which should take you to the “Profile” screen shown below.
First, select the services that new users will have access to by default – do this by selecting the check boxes next to “Default User Subscriptions”. These checkboxes specify which services will be provisioned for new users that are created in the system. The service choices are SIA which is Internet security and SPA which is zero-trust remote access for private networks. Other services may be available in the future. Note that this setting will apply to all new users that are created. There are ways to modify this during user creation and after a user is created but it is best to specify this correctly at the start.
Second, select if new users should receive a welcome email when they are created. This email provides instructions for manually installing the Exium client. Select yes ONLY if you want users to manually install the client. Select NO if you want to install the client remotely. NO is the preferred setting in most cases. If needed, this email can be sent manually after the user is created.
¶ Default Block Page
Next, setup the default webpage that shows when a user visits a website that is blocked by policy. Following the instructions here: https://docs.exium.net/en/public/Admin_Console/Block_Page_Setup
¶ Next Step: Create Users
Now you are ready to provision users in the system. Follow the instructions here:
https://docs.exium.net/en/public/Admin_Console/Create_Users