Home / Knox Deployment Program / How-to guides /

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 as a CSV file.

Add customers

  1. On the Customers page, click ADD CUSTOMER. The Add customer dialog displays.

    Add customer dialog on Customers page

  2. 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.

  3. Click SUBMIT.

Manage customer details

On the Customers page, under the COMPANY NAME/INTERNAL REFERENCE column, click a customer link. The specific customer’s page opens on the UPLOADS tab.

  • To download the customer’s uploads as a CSV file, click ACTIONS > Download uploads as CSV.
  • To edit the customer’s internal reference, click EDIT beside Internal reference. Update the text, then click SAVE.
  • To manage the customer’s device details, see View devices.

Customers from an MSP

A managed service provider (MSP) manages devices on behalf of a customer. There are two types of MSP-managed customers:

  • Fully managed: Only the MSP can manage the customer’s devices through the Knox MSP Portal.
  • Jointly managed: Both the customer and the MSP can manage the customer’s devices through their respective portals.

Resellers usually upload customer devices from the Knox Reseller Portal directly to their customer’s accounts, but can also upload customer devices to an MSP. In the latter case, the MSP can then transfer devices to their fully managed customers through the Knox MSP Portal. For details, see Manage devices in the MSP Program documentation.

Customers delinked by an MSP

If an MSP wants to stop managing a customer, or a customer wants to stop being managed by an MSP, the MSP can delink the customer. After delinking, the customer’s name displays on the Knox Reseller Portal instead of the original MSP’s name. For details, see Delink a customer in the MSP Program documentation.

On this page

Is this page helpful?