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Xcitium Platform

Xcitium Platform

Xcitium - Admin Guide

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Manage Customers
  • 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:






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