Creating a tenant

As a partner tenant, you can create the following tenant types.

  • A partner tenant is normally created for each partner that signs the partnership agreement.
  • A Folder tenant is normally created to group partners and customers for which you want to enable the same offering items and/or configure common branding settings.
  • A customer tenant is normally created for each organization that signs up for a service.
  • A Unit tenant is created within a customer tenant to control the services for a new organizational unit.
If the PSA service is enabled, you can also select the relevant tenant type in the Billing information section. For more information, see Defining PSA billing information for a tenant.

Partner

To create a partner tenant

  1. Log in to Management Portal.

    The Clients list opens by default.

  2. [If you have multiple child tenants] Navigate to the partner tenant in which you want to create a Partner tenant.

  3. In the upper-right corner, click New, and select Partner.

  4. In Partner name, specify a name for the new tenant.

  5. In Language, change the default language of notifications, reports, and the software interface that will be used within this tenant.

  6. Enter Official (legal) company name (required) and VAT number, Tax ID or Company registration number (optional).

  7. Under Advanced settings, select the mode for managing access to the tenant:

    • Full access – this mode grants full access to the tenant for administrators in the parent tenant: manage partner's quotas, users and properties, access partner's customers, and get usage reports for the partner and their customers.

      This mode is selected by default.

    • Limited access – this mode limits the access to this partner tenant for administrators of the parent tenant: they can only modify the tenant properties and quotas, and get usage reports for the partner and partner's customers, but cannot manage tenants, users, services, backups, and other resources under the partner.

      If you select Limited access, only the administrator of the child tenant will be able to change the Management mode. To do this, the administrator must navigate to Settings > Security, and enable the Support access switch.

    You can check the selected Management mode for your child tenants in the Clients tab.

    Two-factor authentication (2FA) is enabled by default for all Partner tenants (direct and indirect) in production mode and cannot be disabled. All users of the tenant will be required to configure two-factor authentication for their accounts for more secure access. For more details, see Setting up two-factor authentication.

    For partners in trial mode, 2FA will be automatically enabled when their account is switched to production mode.

  8. Click Next.

  9. In the Create administrator section, configure an administrator account.

    The creation of an administrator is mandatory for a partner tenant with Management mode set to Limited.
    1. Enter an email for the administrator account. This email will also serve as a login.

    2. If you prefer to use a login that is different from the email, select the checkbox Use login that is different from email, and then enter a login name and email for the administrator account.

      The rest of the fields are optional, but provide more communication channels in case we need to contact the administrator.

    3. Select a language.

      If you do not select a language, English will be used by default.

    4. Under More contact details, enter additional company contacts.

      • Billing

        The use will get updates about important changes in usage reporting.

      • Technical

        The user will get updates about important technical changes.

      • Business

        The user will get updates about important business-related changes.

      You can assign more than one company contact to a user.

  10. In Language, change the default language of notifications, reports, and the software that will be used within this tenant.

  11. Do one of the following:

  12. [If PSA is activated] Enter the billing information for your partner.

    For more information, see Defining PSA billing information for a tenant.

Folder

To create a Folder

  1. Log in to Management Portal.

    The Clients list opens by default.

  2. [If you have multiple child tenants] Navigate to the partner tenant in which you want to create a Folder tenant.

    Folder tenants can be created only under a partner tenant.
  3. In the upper-right corner, click New, and select Folder.
  4. In the Folder name field, specify a name for the new tenant.

  5. In Language, change the default language of notifications, reports, and the software interface that will be used within this tenant.

  6. Click Next.

  7. Under Create administrator, configure an administrator account.

    1. Enter an email for the administrator account.

      This email will also serve as a login.

    2. [If you prefer to use a login that is different from the email] Select the check box Use login that is different from email, and then enter a first name and last name for the administrator account.

      The rest of the fields are optional, but please provide more communication channels in case we need to contact the administrator.

      • Under More contact details, enter phone, job title, and specify the company contacts.

        • Billing

          The use will get updates about important changes in usage reporting.

        • Technical

          The user will get updates about important technical changes.

        • Business

          The user will get updates about important business-related changes.

        You can assign more than one company contact to a user.

  8. Do one of the following:

  9. [If PSA is activated] Enter the billing information for your client.

    For more information, see Defining PSA billing information for a tenant.

Customer

To create a customer tenant

  1. Log in to Management Portal.

    The Clients list opens by default.

  2. [If you have multiple child tenants] Navigate to the tenant in which you want to create a customer tenant.
  3. In the upper-right corner, click New, and then select Customer.
  4. In Customer name, specify a name for the new tenant.

  5. In Language, change the default language of notifications, reports, and the software that will be used within this tenant.

  6. Enter data in the Country/Region and Industry fields.

  7. Under Operation mode, select whether the tenant is using services in the Trial:30-day evaluation mode or in the Production mode.

    Monthly service usage reports include usage data for tenants in both modes.

    The Trial mode enables a 30-day evaluation period, providing full access to the product. Note that once a customer is switched to Production mode, their usage will be automatically included in the nearest billing cycle.

    You can switch to Production mode at any time. However, reverting from Production to Trial: 30-day evaluation mode is not possible.

    If you decide to cancel the trial for a customer, you must delete the corresponding customer tenant as well. Otherwise, upon the expiration of the 30-day trial, the customer will be automatically switched to Production mode, and the corresponding usage will be included in the nearest billing cycle. For more information, see this knowledge base article.

  8. Under Advanced settings, select the Management mode for the customer tenant.

    • Managed by service provider – this mode grants full access to the customer for administrators of the parent tenant: modify properties, manage tenants, users, services; access backups and other resources. This mode is selected by default.

    • Managed by customer – this mode limits access to this tenant for administrators of the parent tenant: they can only modify the tenant properties, but cannot access or manage anything inside (e.g. tenants, users, units, services, backups, and other resources).

      If you select Managed by customer, only the administrator of the customer tenant will be able to change the management mode. To do this, the customer administrator must navigate to Settings > Security, and enable the Support access switch.

    You can check the selected Management mode for your child tenants in the Clients tab.

  9. Еnable or disable the two-factor authentication (2FA) for the tenant.

    If 2FA is enabled, all users of this tenant will be required to configure two-factor authentication for their accounts for more secure access. Users must install an authentication application on their second-factor devices and use the one-time generated TOTP code along with the traditional login and password to log in to the Cyber Protect Cloud console.

    For more details, see Setting up two-factor authentication.

    To view the two-factor authentication status for your customers, go to Clients.

  10. Select the Compliance mode check box.

    In this mode, only encrypted backups are allowed. The encryption password must be set on the protected device. Without an encryption password, creating backups will fail. All operations that require providing the encryption password to a cloud service are not available. For more details, see Compliance mode.

    You cannot disable the Compliance mode after the tenant is created.
  11. Click Next.

  12. In the Create administrator section, configure an administrator account.

    The creation of an administrator is mandatory for a customer tenant with Management mode set to Self-service.
    1. Enter an email for the administrator account. This email will also serve as a login.

    2. [If you prefer to use a login that is different from the email] Select the check box Use login that is different from email, and then enter a first name and last name for the administrator account.

      The rest of the fields are optional, but provide more communication channels in case we need to contact the administrator.

    3. Select a language.

      If you do not select a language, English will be used by default.

    4. Specify the company contacts.

      • Billing

        The use will get updates about important changes in usage reporting.

      • Technical

        The user will get updates about important technical changes.

      • Business

        The user will get updates about important business-related changes.

      You can assign more than one company contact to a user.

  13. Do one of the following:

  14. [If PSA is activated] Enter the billing information for your client.

    For more information, see Defining PSA billing information for a tenant.

Unit

To create a unit

  1. Log in to Management Portal.

    The Clients list opens by default.

  2. [If you have multiple child tenants] Navigate to the customer tenant in which you want to create a Unit.

    Unit tenants can be created only under a customer tenant.

  3. In the upper-right corner, click New, and select Unit.

  4. In Unit name, specify a name for the new tenant.

  5. In Language, change the default language of notifications, reports, and the software that will be used within this tenant.

  6. Click Next.

  7. In Create administrator, configure an administrator account.

    1. Enter an email for the administrator account. This email will also serve as a login.

    2. If you prefer to use a login that is different from the email, select the check box Use login that is different from email, and then enter first name and last name for the administrator account.

      The rest of the fields are optional, but provide more communication channels in case we need to contact the administrator.

    3. Under More contact details, select a language.

      If you do not select a language, English will be used by default.

  8. Do one of the following:

  9. [If PSA is activated] Enter the billing information for your client.

    For more information, see Defining PSA billing information for a tenant.