Removing or Adding Customer Orgs to Partners Orgs Using Outsourcer Authorization Form

Products

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

Issue/Introduction

I need to remove or add a customer org to a partner org. What information is required to complete the Outsourcer Authorization form and where do I submit it?

Environment

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

Resolution

To link:

As of 9/18  console release, customers/partners can self-help for adding a customer org to a partner.

To Unlink:

The submission of the Outsourcer Form must be submitted by the partner OR customer for unlink requests, and please follow existing process:

1. Download the attached Outsourcer Authorization Form
2. Complete the fields.
   • Fill in "Customer Name" line: This is the name of the company authorizing the addition or removal of the partner.
   • Fill in "Customer Domain" line: This is ORG Name of the Carbon Black Cloud ORG that the partner is being added or removed from.
   • 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.
   • 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.
   • Fill in the "Outsourcer (Partner) Name" line: Print the company name of the partner to whom authorization is being provided.
   • Check applicable box(es) to select level of authorization under "Select the Outsourcer Access level from the options below":  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.
     
     • First box (PARTNER MANAGEMENT ACCESS TO CONSOLE) will provide direct access to the Carbon Black Cloud console.
     • Second box (REMOVE MONITORING PARTNER ACCESS) will revoke the partner's access to the customer's Carbon Black Cloud console.
   • Fill in the "Signature" line: An authorized representative of the company specified in the "Customer Name" field must sign this line.
   • Fill in the "Printed Name" line: Print the name of the signatory.
   • Fill in the "Title" line: Print the title of the signatory.
   • Fill in the "Date" line: Provide completion date of the Outsourcer Authorization Form
3. To submit for processing, open a 'Technical' ticket with Broadcom and include the completed form as an attachment.

Additional Information

An org within Carbon Black Cloud can only have 1 MSSP org listed as it's parent. It is not possible to have two orgs listed as the MSSP.