.. _create_a_customer:

Create a Customer
-----------------


.. _18.1-Patch-Bundle-3|VOSSSOL-10561:

1. Log in as provider or reseller administrator, depending on which organization
   manages the customer.

   Log in with the provider or reseller administrator's email address, which is
   case-sensitive. The provider administrator can find the reseller administrator's
   email address by choosing **User Management > Local Admins** and then clicking
   the reseller.

2. If logged in as provider, and the customer is to be added under a reseller,
   set the hierarchy path to the reseller.
3. Choose **Customer Management > Customers**.
4. Click **Add**.
5. Complete the following fields:

.. tabularcolumns:: |p{2.5cm}|p{11.5cm}|

+--------------------+-----------------------------------------------+
| Field              | Description                                   |
+====================+===============================================+
|                    | The name of the customer. This field is       |
|                    | mandatory.                                    |
|                    |                                               |
|                    | Note:                                         |
|                    |                                               |
| Customer Name      | Any spaces in the customer name are converted |
|                    | to underscores in the customer local          |
|                    | administrator name and email, if the **Create |
|                    | Local Admin** check box is selected.          |
+--------------------+-----------------------------------------------+
| Description        | Customer description                          |
+--------------------+-----------------------------------------------+
|                    | Customer domain. This field is used to create |
|                    | email addresses for:                          |
|                    |                                               |
|                    | * The customer default local administrator,   |
|                    |   for example: Customer1Admin@customer1.com   |
|                    |                                               |
|                    | * Site default local administrators under     |
| Domain Name        |   the customer, for example:                  |
|                    |   Site1Admin@customer1.com                    |
|                    |                                               |
|                    | If the customer domain is omitted, the        |
|                    | provider domain (or reseller domain, if the   |
|                    | customer is under a reseller in the hierarchy |
|                    | and the reseller domain was provided) is used |
|                    | instead.                                      |
+--------------------+-----------------------------------------------+
| Public Sector      | Set the Customer as a Public Sector customer. |
|                    | Used for License Reporting.                   |
+--------------------+-----------------------------------------------+
| Create Local Admin | Controls whether a default local              |
|                    | administrator is created for the customer.    |
+--------------------+-----------------------------------------------+
|                    | The Provider or Reseller role used to create  |
|                    | a new role prefixed with the customer name.   |
| Cloned Admin Role  | The created customer role, shown in the       |
|                    | **Default Admin Role** field, is assigned to  |
|                    | the default local administrator user. This    |
|                    | field appears only if the **Create Local      |
|                    | Admin** check box is selected.                |
+--------------------+-----------------------------------------------+
|                    | The created customer role that is assigned to |
| Default Admin Role | the default local administrator. This field   |
|                    | is read-only, and appears only if the **Create|
|                    | Local Admin** check box is selected.          |
+--------------------+-----------------------------------------------+
|                    | The password to assign to the default local   |
| Default Admin      | administrator. This field appears and is      |
| Password           | mandatory only if the **Create Local Admin**  |
|                    | check box is selected.                        |
+--------------------+-----------------------------------------------+
| Repeat Default     | Confirm the default local administrator       |
| Admin Password     | password. This field appears and is mandatory |
|                    | only if the **Create Local Admin** check box  |
|                    | is selected.                                  |
+--------------------+-----------------------------------------------+

6. Click **Save**.


.. note::

   When deleting a customer, remove any entities associated with the
   customer like LDAP, SSO providers, Devices, and NDLs.