• Introduction To Xcitium
• Sign Up For A Xcitium Account
• The Admin Console
• The Dashboard
• Manage Admins, Staff And Roles
  • Manage Admins And Staff
  • Manage Roles
  • Admin Privilege Levels
• Manage Customers
• Access Xcitium Modules
• App Store
  • Add Acronis Backup
  • Add Quote Manager
  • Upgrade Endpoint Manager
  • Add Customer Relationship Management
  • Add Xcitium Secure Email Gateway Enterprise
  • Add Service Desk
• Quick Actions
• Tool Set
• Manage Your Account
  • Update Account Details And Customize Reports
  • Xcitium Platform License Account Details
  • Account Security Settings
  • Remote Access Support
• Manage Subscriptions, Usage, Billing And Settings
  • Manage Subscriptions
  • View Usage Details
  • View Billing Details
  • Configure App Settings And Service URL
• Reports
• Notifications
• View Audit Logs
• Configure Xcitium Platform Settings
• Xcitium Support
• View Release Notes
• Appendix 1 - Dragon Platform Versions
• Appendix 2 - Charging For Managed Devices
• About Xcitium Security Solutions

Manage Customers

 

• Click 'Management' > 'Customers'

Note: Only Xcitium MSP accounts can add new Customers.

• Customers created in Xcitium will be available for selection in all integrated modules:

• They are available as 'Organizations' in Service Desk

• They are available as 'Organizations' in CRM

• They are available as 'Customers' in Endpoint Manager

• They are available as 'Customers' in Dome Shield

• You can import users and devices to these entities through the individual modules.

• Service Desk also lets you create 'standalone' (unmanaged) Customers. Standalone Customers are not visible in Xcitium or other modules. See https://help.Xcitium.com/topic-457-1-990-14545-Manage-Customers.html if you need more help with this.

Manage customer organizations/Customers

• Click 'Management' > 'Customers'

The interface shows all customer organizations added to Xcitium:

 

• Use the search box to look for a specific Customers

• Click 'Next', 'Prev' or the page number to move between pages.
  

The interface allows admins to:

• Add an organization

• Edit the details of an organization

• Remove an organization

Add a customer organization/Customers

• Click 'Management' > 'Customers'

• Click the 'New Customer' button:

• Complete each field on the form then click 'Save' to add the customer.

• Click 'OK' in the confirmation dialog:
  

Edit an organization

• Click 'Management' > 'Customers'

• Select the organization whose details you want to update

• Click the 'Edit' button:

 

• Update the Customer details as required:

• Click 'Save Changes'

• Click 'OK' in the confirmation dialog: