How To Complete the Outsourcer Authorization Form

Products

• Carbon Black Cloud Endpoint Standard (formerly Cb Defense)
• Carbon Black Cloud Enterprise EDR (formerly Cb Threathunter)
• Carbon Black Hosted EDR (formerly Cb Response Cloud)

Issue/Introduction

What information is required to complete the Outsourcer Authorization form?

Environment

• Carbon Black Cloud: All Supported Versions
• Existing customer of Carbon Black
• Monitoring Partner
• Supporting Partner

Resolution

The submission of the Outsourcer Form must be submitted by the customer and not the partner

1. Fill in "Customer Name" line: This is name of the company authorizing the addition or removal of the partner.
2. Fill in "Customer Domain" line: This is ORG Name of the Carbon Black Cloud ORG that the partner is being added or removed from.
3. Fill in "Customer Org ID:" line: This is the ORG ID of the Carbon Black Cloud ORG that the partner is being added or removed from.
4. Fill in "Customer Org Key:" line: This is the ORG Key of the Carbon Black Cloud ORG that the partner is being added or removed from.
5. Fill in the "Outsourcer (Partner) Name" line: Print the company name of the partner to whom authorization is being provided.
6. "Select the Outsourcer Access level from the options below": Check applicable box(es) to select level of authorization:
   
   • First box (PARTNER MANAGEMENT ACCESS TO CONSOLE) will provide direct access to the Carbon Black Cloud console.
   • Second box (2. REMOVE MONITORING PARTNER ACCESS) will revoke the partner's access to the customer's Carbon Black Cloud console.

NOTE: Check only the boxes applicable to your desired level of access. Contradictory options will require the form to be resubmitted correctly and cause delay in processing.

4. Fill in the "Signature" line: An authorized representative of the company specified in the "Customer Name" field must sign this line.
5. Fill in the "Printed Name" line: Print the name of the signatory.
6. Fill in the "Title" line: Print the title of the signatory.
7. Fill in the "Date" line: Provide completion date of the Outsourcer Authorization Form

Additional Information

• The Outsourcer (OAF) form must be filled out and attached to a support case submitted by the customer who is requesting the partnership, not the partner.
• A Supporting Partner cannot be removed through option 2 of the Outsourcer Authorization form. A Supporting Partner can only be removed at point of renewal.
• As a User Administrator invite an Enterprise user to a Site ID
• Manage user permissions and site ID access as a User Administrator
• Broadcom Support Portal: User Administrator Guide