Creating a site immediately provisions a new VIPRE Endpoint Cloud instance with the customer details you provide. 

To create a new tenant site

1. From main menu, select Sites
2. In the top right of the screen, select Create Site
3. Fill out or select the following items
   • Site Type - Select Endpoint Detection & Response or Endpoint Security Cloud
   • Site Name - This functions as the direct URL to the site
   • Company Name - This is internal, referential information that is designed to make it easier for your organization to manage the customer
   • Billing Contact - This is the person that you would contact if you had an issue with billing for this customer
     • (Optional) Read-only account - Selecting the box next to Create read-only user account for billing contact will create a read-only account intended for customer use; this makes it easier for the customer to track their own resource usage. This is also referred to as the view-only tenant role
   • Type- Select Billed or Trial:
     • Billed creates a standard, billable client site
     • Trial creates a 30-day trial site that customers can use when they are evaluating your service and determining whether they want to commit; see Trial Sites for more information
   • Estimated seats - This is the number of devices that you believe the customer will use. This is just a reminder for your business; the system will not automatically respond to overages. Instead, the estimated seats number can be used for quick reference, and to identify customers who may be utilizing their service more than first anticipated
   • Contract End Date - As above, the Contract End Date is only a reminder — you can later sort by expiration date to find the customers whose contracts you need to start negotiating. By default, this is set to a year in the future for Billed sites and a month out for Trial sites
   • Includes or Add-ons -  When choosing EDR, site creation will show you what it includes; when choosing ESC, add-ons will allow you add the Web Access Control or Patch Management add-ons for an additional cost
4. Select Create to add the site to Site Manager

In a few seconds, the customer is automatically added to your list of sites, and you are now able to deploy agents or setup policies. Refer to Related Articles for details on how to deploy agents or set up policies for both EDR and Endpoint Cloud.