Create a Customer Account (MSP)

Written By Marissa Fegan (Super Administrator)

Updated at May 14th, 2020

Once you're logged into VIPRE Email Security Cloud as a Managed Service Provider, you can create a Customer Admin account which will be provided to the customer.

Note: This content is intended for Managed Service Providers only. If you have arrived at this page and are not an MSP, please see our main VIPRE Email Security - Cloud Edition content or visit the start page of the VIPRE Success Center.

Log in to VIPRE Email Security

Once logging in, you should be at the VIPRE Distributor level.

The account in the top-left should show as VIPRE Distributor.

Customer Info

From the main menu on the left, select the Customers tab to expand it. Then, select Create Customer
Select the customer Region
⚠️ Note: The default region is set to UK. You must manually select your region if you are in
Canada

Denmark

Europe

Sweden

United States

Once you save this information, it cannot be changed; please double check your settings before proceeding.
Fill in the Customer Name
Select the Country
Select the Timezone
Select Next

Packages tab

For now, there is only one package to select: SecureSMART Suite. Select it by choosing Subscribe
Select Next

Contacts tab

Fill out the customer address. All other fields remain as the default options.
Select Next

Configuration tab

Fill out the following options:

Domain - Enter the customer's domain in the Domain field and select Add
Verify Users - Select via User List/LDAP
Server - Enter the customer's destination mail server IP address
Route - Enter the source mail server IP address. This is typically the same IP address as the Server, above.

Select Next

Permissions tab

Every customer has to have a Default Administrator, even if it is never used.

Fill out the following options:

First Name - Administrator's first name
Last Name - Administrator's last name
Email Address - Administrator's email address
Password - Select Random password

Select Create Customer
Review the on-screen information, and select Complete to finish.

Complete

Now we see that under the [ 1 ] Reseller Account (Documentation Test, in this example), we have the [ 2 ] End User Customer created.

At this point, selecting the [ 2 ] End User Customer allows us to navigate into the customer account and review their settings:

The end user customer settings are a blank slate when we first create the customer.

VIPRE Security Knowledge