Creating an account for a customer allows you to configure and manage the account without the need for customer-side administrators.
You can add administrators after you create the account. See Assign administrative roles for more information.
When creating a customer account, enter profile information for the new customer. You can also connect the account to an identity repository.
Unlike Inviting a new customer, no email invitation is sent to the customer when creating an account in this way. This gives you the option to coordinate with the customer when and how you choose.
- Go to .
- Click + Create Account.
- Enter an Account Name.
Add an MSP ID.
This is a unique identifier you can use for this customer within the context of your service as the managed service provider.
- Select a region from the Data Center Region list.
- Click Done.
- Optional: If you want to select an identity repository for this customer, click Yes, Enter Account.
- After you configure the account, click Exit in the blue band at the top of any window to return to the Customers window.