Add a managed customer

Procedure

1. In Customer Management → Customer Overview, click Add customer.
2. Click Create new customer.
   The New customer window appears.
3. Configure the customer's company profile.
   1. Specify the Company name to appear in Customer Overview.
   2. You can select the Business size of the customer company from the list.
   3. Specify the Address of the customer's company, including the City and State/Province.
4. Provide the customer's contact information.
   1. Specify the Contact person within the customer's company.
   2. Specify the Contact number and Contact email address of the contact person.
   3. Select the preferred time zone and language for the customer.
5. If necessary, specify a customer email address to create a Primary User Account for your managed customer.

   Note The Primary User Account has the Master Administrator role and can access all TrendAI Vision One™ apps and features. Only configure the account when necessary for your managed customer.

6. Click Create.
   The new customer appears in Customer Overview.

   Note To view logs related to customer creation, go to Administration → Audit Logs.

7. Provision TrendAI Vision One™ or assign a service plan to the customer.
   • If you added the customer from Customer Overview, click Provision TrendAI Vision One™ in the confirmation window to provision a TrendAI Vision One™ license for the customer.
   • If you added the customer from Remote Manager or Licensing Management Platform, click Assign service plan to select a service plan for the customer.