Add customer wizard
The Add Customer Wizard guides you through the creation of a new customer. The wizard steps you through the creation 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, at the Service Organization level, click Actions > Add Customer.
Create a Customer screen
Enter the customer name, select the license type and basic network credentials for the customer. The Windows probes and agents use these credentials 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.