Registering Customers with Cloud Edge Devices

Tip:

You can create accounts and import Cloud Edge device settings for multiple customers and devices using an Excel file.

For detailed instructions, see Importing Multiple Customers with Cloud Edge Devices.

  1. Go to Customers > New Customer.

    The Select New Customer window appears.

  2. Select the Customer Type.
    Note:

    If you are using a Licensing Management Platform account, the Select Customer Type screen will not appear. Continue to Step 4.

  3. Click Next.

    The Enter Customer Information screen appears.

  4. Type the required information.
  5. Click Next.

    The Assign Service Plan screen appears.

  6. Select a service plan and start date.
  7. Type the number of units per license.
  8. Optional: Click Add device and type the following information for each device.
    • Device name: Type a name that is not identical to the company name.

    • Serial number: The serial number is not case-sensitive.

    Note:

    The number of devices must not exceed the specified unit count.

  9. Click Next.

    The Configure Product Default Settings screen appears.

  10. Select a default settings template.
  11. Optional: Change the default template, as needed.

    For more information, see Configuring Default Setting Templates for Cloud Edge.

  12. Click Save.

    The screen closes and the Customers screen appears.

    Note:

    Because Licensing Management Platform has already linked your Cloud Edge account, you do not need to enter your credentials to sign into Cloud Edge.