How do I create, import, and manage customers in the Partner Management Console (PMC)

Products

• Symantec Products

Issue/Introduction

Partners and Resellers of the Symantec Endpoint Protection Small Business Edition cloud (SEP SBE) are encouraged to use the Partner Management Console (PMC) to create and manage their customer's accounts. This console allows for unified access and management of multiple customer SEP SBE cloud management consoles and a single source for reporting and status updates on each account. This document discusses adding, removing, and managing customers in the PMC.

Resolution

Adding a New Customer

Once a PMC account has been created new SEP SBE cloud management consoles can be created, to do so:

1. Log in to the PMC
2. Click Add a Customer under the Quick Tasks on the Home tab (alternatively you can click Add New Customer in the Customers tab)
3. Select the Management Type to apply to the customer
4. Enter the customer's Company Information
5. Enter the Contact Information for a representative at the customer's company
   • Note: The contact info should not be someone employed by the Partner/Reseller, this is intended for confirmation purposes and must allow contact with an authorized contact at the end company.
6. Choose the products to be added from the drop-down menu and click Add
   • Note: Unless using a Managed Service Provider License, only trial accounts will be available at this stage. Once the account is created, a license can been purchased or applied to the customer account by managing the customer account. When purchasing licenses for the customer, make sure to use the customer contact and company information, not the Reseller/Partner information.
7. Click Create Account

 

Importing Existing Customers

The following process can be used to add customers who are already using SEP SBE cloud:

1. Log in to the PMC
2. Click on the Customers tab
3. Click the icon next to the Add New Customer button
4. Type in the e-mail address associated with the customer's account (the e-mail address used to log in to the SEP SBE cloud management console)
5. Click Send.

This will send an e-mail to the address designated requesting that the customer confirm they wish to connect their management console to the partner's PMC. As soon as the customer confirms the connection the account will be connected and they will appear in the Customers tab of the PMC.  

 

Managing Customers

In order to make changes to customer policy settings, create new installation packages, manage customer machines and group settings, as well as any other functions regularly accessed in the management console, Partners can log in to each customers management console and make any necessary changes. To do so:

1. Log in to the PMC
2. Click Manage the Customer's Product in the Quick Tasks section of the home page
3. Select the correct customer from the Customer Name drop-down menu
4. Click Manage Customer this will open a popup window containing the customer's Hosted Endpoint Portal and any necessary changes can be made

 

Removing Customers

In order to remove a customer's SEP SBE cloud management console:

1. Log in to the PMC
2. Click the Customers tab
3. Hover over the customer name you want to remove
4. Click Remove the Customer
5. Click Ok to confirm you would like to remove the customer​
   • Note: If a customer is licensed using a Managed Service Provider (MSP) license provided by the partner, the customer will have to purchase a new license by visiting the Subscriptions tab in their SEP SBE cloud management console or contacting a reseller.