Adding your Customers
Follow this steps below to add a customer to Email Protection
Step 1: Go to Overview and select Add.
Step 2: First, add the customer business name details and select Add.
Step 3: Next, add the Customer Administrator details
Note: Additional administrators can be added at the customer level from Settings > Administrators.
- First Name: Enter the first name of this administrator.
- Last Name: Enter the last name of this administrator.
- Email: Enter an email address for this administrator.
- Password: Enter a password for this administrator.
- Confirm Password: Confirm the password.
Step 4: Select Add to save this customer or Cancel to close the window and discard changes.
CUSTOMER SETUP
After a customer account is added to Email Protection, further setup steps must be completed so a customer can start filtering their email. This setup can be done by:
- MSP Admin: From the side-bar menu, select the customer and drill down to the customer-level view. You can also select the view icon in the Actions column of the All Customers table. Follow the steps in Email Protection Customer Setup.
- Customer Admin: Once a customer is added to Email Protection, the Customer Admin can log in at the customer level and follow the steps in Email Protection Customer Setup.
- Customer account credentials are input by an MSP Admin when a customer account is created.