Manage customers

Last updated September 10th, 2025

The Customers page allows you to view and manage customers and their information.

Dashboard customers.

The customer list displays the following:

Component	Description
COMPANY NAME/INTERNAL REFERENCE	The customer's company name. If you specify an Internal customer reference when adding a customer, it displays in addition to the company name. If the customer is managed by an MSP, the MSP tag displays next to their name. Only customers with devices uploaded directly from a reseller are shown. Customers with devices moved to them by an MSP aren't shown.
CUSTOMER/MSP ID	The customer's Knox Customer ID. If the customer is managed by an MSP, the MSP ID displays instead.
LOCATION	The registered location of the customer's company.
LAST UPLOADED	The date of the last device upload.
UPLOADS	The total number of device uploads.
DEVICES	The total number of devices registered.
STATUS	The customer's current status: Pending customer verification — You've added the customer, but customer hasn't added you as a trusted reseller. You must upload devices in order for the customer to verify you. Active — The customer added you as a trusted reseller and approved your device uploads. Inactive — The customer deleted you from their list of trusted resellers.

Optionally, click DOWNLOAD CUSTOMERS AS CSV to download the customer list for offline viewing.

Add customers

You must add a customer before you can upload devices to them.

On the Customers page, click ADD CUSTOMER. The Add customer dialog displays.
Enter the following information:
- Knox Customer ID or MSP ID — Customers can find their Knox Customer ID by signing into Knox Admin Portal and clicking their account icon at the top-right corner of the page. If the customer is managed by an MSP, enter the MSP ID instead.
- Internal customer reference — You can assign an optional customer reference to more easily identify customers. Note that CSV file downloads include the Internal customer reference.
Click SUBMIT.
To edit the customer’s internal reference, on the specific customer’s page, click EDIT beside Internal reference. Update the text, then click SAVE.