Who can perform this task?
  • Service provider administrators
  • Service provider CSRs
  • Reseller administrators
  • Reseller CSRs
  • Organization administrators
  • Organization CSRs
  • End users

To set up a new customer organization

Step 1. Create the new customer organization

  1. On the Delegated Administration Console menu bar, click Manage Organization.
  2. If you are a reseller administrator, skip this step. If you are a service provider administrator, in the Organization Name list, click the name of the reseller for whom you want to create a new customer.
  3. In the Tasks pane, click New Customer.
  4. The Create a New Customer page appears.

  5. In Customer Name, type the customer's domain name.
  6. Caution

    • You cannot change the domain name once you have created it, so you must be certain that to type the correct domain name. If this customer will use Exchange services, this must be a valid Internet domain name. If the customer will not use Exchange services, the domain name can be any name that is not already used by a domain on the network.
    • This name will also be used for the Web site host header name if you choose a plan for this reseller that includes shared Internet Protocol (IP) Web services. The host header name cannot be changed once it is configured.
  7. In Domain, select the extension of the customer's domain name, and then click Save.
  8. Select the check box of the service plan you want to provide for this customer, and then click Next.
  9. Note

    • If you have not configured any plans, a note to this effect appears on this page. In this case, simply click Next. You can enable services for this customer later, as described in "Manage services for an organization" in Delegated Administration Console Help.

    The New User Info page appears. On this page, you create the first user account for this organization. You should create the user account that you want to designate as the organization administrator. Later, you can create additional user accounts, as described in "Step 2. Add organization user accounts (optional)."

  10. Enter information about the user account in the appropriate boxes on the New User Info page, as described in the following table:
  11. Item Description
    Username The user logon name
    Display Name The name used to identify the user
    First Name The user's first (given) name
    Last Name The user's last (family) name
    New Password The user's logon password
    Confirm Password The user's logon password, entered a second time to confirm
  12. Select the Administrator check box to assign the organization administrator role to this user account, and then click Next.
  13. Update Complete appears in the upper-left section of the User Properties page.

    This user account appears in the list of user accounts on the Users page of the Manage Organization section for this organization.

Step 2. Add organization user accounts (optional)

  1. On the Delegated Administration Console menu bar, click New User.
  2. In the appropriate boxes on the New User Info page, type information about the user account, as described in the following table:
  3. Item Description
    Username The user logon name
    Display Name The name used to identify the user
    First Name The user's first (given) name
    Last Name The user's last (family) name
    New Password The user's logon password
    Confirm Password The user's logon password, entered a second time to confirm
  4. Do one of the following:
    • To assign to this user account an organization administrator role for this organization, select the Administrator check box.
    • To assign to this user account an organization customer service representative (CSR) role for this organization, select the Customer Service Representative check box.
    • To assign to this user account the end user role for this organization, do not select a check box.
  5. When finished, click Next.
  6. Update Complete appears in the top-left section of the User Properties page. Repeat this procedure for each user account you want to add to the organization.

    The user accounts you configure appear in the list of user accounts on the Users page of the Manage Organization section for this organization.

Step 3. Configure customer organization properties

  1. In the navigation bar directly above the Organization Name list, click the customer organization's domain name; for example: fabrikam.com.
  2. The Child Organizations page for the customer organization appears.

  3. In the left navigation pane, click Properties.
  4. Enter information about the organization in the appropriate boxes, and then click Update.
  5. Update Complete appears in the upper-left section of the Properties page.

Notes

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