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Customer Management

Customers in Endpoint Central MSP serve as the core organizational units around which the entire environment is structured. Each customer serves as a container for devices and users, enabling data isolation, enhanced security, and efficient endpoint management across different entities. This segmentation simplifies IT management for Managed Service Providers (MSPs), enabling them to apply targeted policies, automate tasks, and maintain clear operational boundaries. By managing customers individually, MSPs gain better oversight and control, leading to improved service delivery and operational efficiency.

Table of contents

  1. Adding a customer
  2. General Details
  3. Licensing Models
  4. Rebranding
  5. Custom Fields

Adding a Customer

To add a new customer:

  1. Navigate to the Admin tab and select Customers.
  2. Click Add Customer.
  3. Fill in the required details using the guided wizard, which includes the following sections:

General Details

Enter basic customer information, including contact and address details. You can assign users to manage the customer directly within this section.

customer addition

Alternatively, user assignment can be done later from the User Administration page.

Licensing Model

Endpoint Central MSP supports two licensing models:

Allocation Model

MSPs can pre-allocate licenses to individual customers by specifying a limit for computers and mobile devices. This model helps control license distribution and prevent overuse.

Example: If an MSP has 100 licenses and allocates 10 to a customer, 90 remain available for managing other customers.

Features include:

  • License allocation flexibility - MSP can set limit for either Computers, Mobile Devices or both for a Customer.
  • License usage alerts when a customer exceeds a specified usage threshold. This proactive notification helps the administrator to assist in planning license upgrades.

customer addition

Unlimited Model

In this model, endpoints consume licenses from the purchased license without imposing any limits on each customer. It is designed for flexibility and scalability.

Comparison: Allocation Model vs Unlimited Model

Feature Allocation Model Unlimited Model
Predictable Billing Yes No
License Control per Customer Yes No
Overuse Prevention Yes No
Proactive Alerts Yes No

Rebranding

Endpoint Central MSP supports rebranding at the customer level. The name and logo can be configured as per customer's requirement for a personalized expereince. Customer-specific reports will also reflect this branding & logo, providing a personalized experience.

customer addition

Custom Fields

MSPs can define custom fields to store additional customer-specific information. These fields can include text, numeric values, boolean options, or file attachments such as contracts or documents.

customer addition