Procedure

  1. Single sign-on to LMP through Remote Manager.
  2. Go to Users & Licenses → Customers.
  3. Click Create customer.
  4. Specify Company Profile information.
    Option Description
    Company and Address
    Specify the customer's company name and optionally specify the customer address.
    City, State, and Postal code
    Specify the customer's city, state, and postal code.
    Country/Area
    Select the customer's country.
    Notes
    Optionally enter notes.
  5. Specify User Account(s) information.
    Option Description
    Account name
    Specify the account name for your customer.
    User role
    Set to Administrator (not configurable).
    Contact person
    Specify the contact person's name.
    Email address
    Specify an email address for the account.
    Time zone
    Select the customer's time zone.
    Language
    Select the preferred language that appears on Cloud Edge Cloud Console and in which the customer will receive reports and notifications.
    Send account creation email
    Select when to send the account creation email message to the customer.
  6. Click Assign Service Plan.
  7. Select one or more service plans created at Creating a Service Plan.
  8. For each selected service plan, select the License start date.
  9. For each selected service plan, set Units per license to the maximum seats allowed by your product license.
  10. Click Save.
  11. Verify the following:
    • The company has been added to the Customers list at Users & Licenses → Customers.
    • The company shows the correct service plans.
  12. Return to Remote Manager by clicking Trend Micro Remote Manager at the top-right corner.