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Manage Customers

Once you have logged into the Reseller Portal, you can add and manage customers from the Customers page.

Introduction

The Customers page displays customer information. Additionally, resellers can add and manage customers while having the ability to log and archive customer information by exporting to CSV.

Review the following reseller customer information to determine whether additions or modifications are warranted:

  • COMPANY NAME — The customer's company name.
  • CUSTOMER ID/MSP ID — The customer's Knox Customer ID obtained by logging into the Knox Configure portal or from within the Knox Mobile Enrollment Portal. If this customer is managed by an MSP, then the MSP ID displays instead.
  • COUNTRY — The customer's country.
  • LAST UPLOADED — The date of the last device was uploaded.
  • UPLOADS — Shows number of devices uploaded.
  • DEVICES — Summarizes devices registered with the company.
  • STATUS — Shows the customer's status.

Consider using the DOWNLOAD CUSTOMERS AS CSV action on either the main customer screen or from an individual selected customer screen to archive important customer Reseller Portal activity data in a CSV file format.

Customer details

View customer details

  1. Log in to the Knox Reseller Portal.
  2. Click on the Customers tab.

  3. Under Company name / Internal reference, select a target customer/MSP link. If you select an MSP, the ID shown under the CUSTOMER ID/MSP ID column will be the MSP ID, and there will be an MSP tag shown next to the company name.

    Name link

The customer detail page provides information available in the customer summary page, with additional details on UPLOADS and DEVICES. If this customer is managed by an MSP, the MSP ID shows instead of the customer ID.

Customer details

Edit customer internal reference

  1. Log in to the Knox Reseller Portal and click on the Customers tab.

  2. Under Company name / Internal reference, click on a customer or MSP name link.
  3. Name link

  4. Select Edit.
    • Optionally update the Internal customer reference to something more relevant as a customer/MSP search string.
  5. Edit customer

  6. Click Save.

Search for customers

Efficiently search for customers using the Search feature located on the, left-hand, side of the Customers screen.

Search by entering the company name or customer ID. Clear the filter by clicking on the cancel icon on the search bar.

Add customers

  1. Log in to the Knox Reseller Portal and click on the Customers tab.

  2. Select the ADD CUSTOMER button from the top, right-hand. side of the screen.

  3. Enter the following information to create a new reseller customer account

    Add customer

    • Knox Customer ID/MSP ID — Customers can find their Knox Customer ID by logging into the Knox Configure portal, hovering over their username and clicking Settings. Within the Knox Mobile Enrollment portal, the Knox Customer ID can be located within the RESELLERS > Register resellers screen. If this customer is managed by an MSP, you can enter the MSP ID instead.
    • Internal customer reference — Assign an additional customer reference ID to make it easier to search and browse for customers. When exporting customer data to CSV, the generated CSV file contains a Company Name / Internal Reference column just like the Customers screen.
  4. Click SUBMIT.

Export to CSV

Optionally export the customer summary for logging and archiving:

  1. Log in to the Knox Reseller Portal.
  2. Select the Customers tab.
  3. Click DOWNLOAD CUSTOMERS AS CSV at the top right of the screen.

Behaviour

Device deletion by reseller

When you delete a device on the Reseller Portal, that device is removed from the Reseller Portal, Knox MSP portal, and customer service portals.

View customers on the Reseller Portal

A customer who only has devices moved to them by an MSP isn't available on the Reseller Portal. Customers who have devices uploaded directly from their reseller are available on the Reseller Portal, but it only shows devices that the reseller has directly uploaded to the customer.

A customer with moved devices is changed from fully managed to jointly managed by the MSP

  • Devices you uploaded to the MSP and moved by the MSP to the customer display under the MSP, not the customer.
  • Devices you directly uploaded to the jointly managed customer display under the customer.

A customer with moved devices is delinked by an MSP

  • Before a fully managed customer can be delinked, they must first switch from fully managed to jointly managed.
  • The delinked customer displays on the Reseller Portal after a delink occurs. Device uploads you made to the MSP are associated with the customer. As there is no longer any association between you and the MSP for this particular customer, so the virtual uploads from the MSP to the customer show in the Reseller Portal.
  • This means that a delinked customer with devices moved by their previous MSP display on the Reseller Portal after they have been delinked. The portal shows the virtual uploads, reflecting the location of the devices, since the customer is now connected with you instead of with their MSP.